Craig Martucci is a financial advisor with Kestra Private Wealth Services, LLC in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kestra since 2014. Outside of his advisory work, he is involved with the Boys and Girls Club, helping to raise awareness and funds for the charity, and serves as a defensive coach for a high school girls football team. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms and supports both discretionary and non-discretionary account arrangements.

Jason Collier is a CFP® and ChFC® with 26 years of industry experience. He is currently with Diversify Advisory Services, LLC, having joined in 2025, and has prior experience at Ameriprise Financial Services from 2005 to 2025. Outside of his advisory role, he has involvement with several management companies and co-ownership in real estate ventures. Diversify Advisory Services is an SEC-registered firm that serves individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach tailored to client goals and offers a variety of portfolio management and consulting services across multiple delivery platforms.

Ammon Christensen is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Soltis since 2016, including time before the firm’s current structure. Prior to joining Soltis, he worked at Brigham Young University. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including individuals, institutions, trusts, and retirement plans. The firm employs a Modern Portfolio Theory-based investment process combined with quantitative and qualitative manager analysis across a range of asset types and emphasizes regular client communication through performance reviews and market commentary.

Glen Kavanagh is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Eagle Strategies, New York Life, Encompass More Asset Management LLC, and Fidelity Investments. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation process and offers discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services.

Kimberly Mallas is a financial advisor with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Lone Peak Advisers and International Assets Advisory, LLC. Outside of her advisory work, she serves as a life and health insurance agent and holds ownership in a family estate enterprise. Consolidated Portfolio Review is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers a range of managed accounts and financial planning services, with investment strategies tailored by independent advisors using strategic asset allocation combined with fundamental and technical analysis.

Tyler Bolyard is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Kestra in 2020. Outside of advisory work, he is an owner of Elevated Insurance Advisors, where he contributes to insurance planning and strategy. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individual and institutional clients. The firm oversees a broad range of investment products and platforms, managing approximately $13.45 billion in client assets across 208 advisors.

Andrew Parsons is a Certified Financial Planner® with six years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. Prior to joining CW Advisors, he worked at Parsons Capital Management, LLC, and he also spent three years at Rutgers University. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG strategies, and operates within a larger corporate structure that provides additional trust, lending, and alternative investment services.

Nicholas Smith is a financial advisor at Crewe Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services and Courage Capital Management. He completed an MBA at Vanderbilt University. Crewe Advisors provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis, often managing accounts on a discretionary basis and utilizing private pooled vehicles with performance-based fee arrangements.

Michael Bennett is an Investment Advisor Representative with Crewe Advisors and holds Series 63 and Series 65 designations. He has 18 years of industry experience and has been with Crewe Capital since 2015. Bennett serves on the board of CharityVision, a nonprofit focused on addressing global blindness issues, and is involved with the Crewe Cup, an annual golf tournament that donates its profits to charity. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, and insurance companies. The firm’s investment approach integrates fundamental, technical, and quantitative analysis and includes discretionary management and private fund sponsorship.

John Beatson Jr. is a financial advisor at Sepio Capital, LP with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sepio Capital since 2018, following 13 years at Marshfield Associates. Based in Salt Lake City, UT, he is part of a 19-advisor team. Sepio Capital is an SEC-registered investment adviser managing approximately $4.46 billion in client assets as of December 31, 2025. The firm serves high-net-worth individuals, families, trusts, charitable organizations, businesses, and institutional investors, using a long-term, fundamentals-driven investment approach across proprietary strategies and independent managers.

Paul Hickey is a financial advisor at Legacy Wealth Management, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Puravita Medical, LLC and has been involved with Six Summits, LLC for over ten years. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies and model portfolios, incorporating alternatives and a broad range of investment options through an extensive network of affiliated entities.

Logan Burrell is a financial advisor at Interactive Financial Advisors holding a Series 65 designation. He has one year of industry experience, including prior roles at SJI Financial Services and various positions outside the financial sector. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs a multi-advisor network approach and integrates fundamental analysis with Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios.

Rod Cushing is a financial advisor with Kovack Advisors, Inc. in Salt Lake City, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Cambria Capital, LLC, and RBC Capital Markets Corporation. In addition to his advisory work, he serves as a personal representative and co-trustee of a family trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a combination of internally developed models and third-party managers to manage portfolios through an Envestnet-supported platform.

Jesse Mitchell is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Crewe Capital in 2020, he worked at Kentson Car Company and Spring Mobile Communications. Crewe Advisors provides ongoing portfolio management and financial planning to a diverse client base, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a multi-faceted investment approach combining fundamental, technical, and quantitative analysis and is noted for advising private pooled vehicles and explicitly serving insurance company clients.

Craig Poulson is a financial advisor at Trek Financial with five years of industry experience. He holds a Series 65 designation and has worked at Trek Financial since 2022. Prior to that, he worked with Acquire Consult LLC, Acquire Consulting LLC, and Simply Right Inc. Outside of his advisory role, he is the owner of DISRUPTOR LLC, a non-investment-related business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio approaches, utilizing evidence-based models, artificial intelligence tools, and a broad array of systematic strategies and alternative investments.

Michael Otterson is a financial advisor at Ascentis Independent Advisors, LLC with 18 years of experience. He holds Series 63 and Series 66 licenses and has worked at firms including Golden State Asset Management, Freedom Investment Management, and Fidelity. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of discretionary management, third-party managers, and platform solutions tailored to client objectives, including alternative and private investments.

Daniel Sudit is a financial advisor at Crewe Advisors with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Zions Capital Advisors and Goldman Sachs Wealth Services. He has been with Crewe Advisors since 2015. Crewe Advisors provides portfolio management and financial planning services to a range of individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis and offers discretionary management alongside access to third-party managers.

Ross Wamsley is a financial advisor with St. Bernard Financial Services, Inc. He holds Series 63 and Series 66 credentials and has 17 years of industry experience. His prior firms include Voya Financial Advisors, Questar Asset Management, Merrill, and Edward Jones. Outside of advising, he is also an independent insurance agent selling fixed insurance products. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation. The firm employs a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, typically managing assets on a non-discretionary basis.

Louissa Powers is a financial advisor at Northwest Asset Management in Salt Lake City, UT. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles outside the financial industry, such as positions with Wylder Hospitality Group and Sawtooth Adventure Company. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs a strategic asset allocation approach using diversified ETFs, mutual funds, and individual securities, and provides a range of services including investment management, financial planning, consulting, and tax preparation.

Amy Babbel is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked with Kestra since 2014 and has prior experience at RBC Wealth Management. In addition to her advisory role, Amy operates a consulting business focused on back office operations and serves as a notary. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm offers a range of investment products and platforms, supporting discretionary and non-discretionary accounts with specialized services including annuity subaccount management and 529 plan services.