Ryan Anderson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Crewe Advisors. His prior work includes roles at Rock House Financial and Fidelity Brokerage Services LLC. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a multi-faceted investment approach that combines fundamental, technical, and quantitative analysis and is notable for advising private pooled vehicles and serving insurance company clients.

Garek Parry is a financial advisor with SVB Wealth LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, Silicon Valley Bank, and First Citizens Investor Services. Outside of his advisory work, he is involved with Strawgitator, LLC, a water bottle production venture. SVB Wealth LLC serves a diverse client base including individuals, trusts, foundations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies and maintaining a formal due-diligence process for manager selection.

Darcel Stucki is a financial advisor at Trek Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at Trek Financial since 2017, previously at World Equity Group from 2015 to 2017. Outside of advisory work, he owns Stucki and Associates Insurance Services, offering group insurance including health and dental. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm utilizes a mix of strategic and tactical portfolio approaches, incorporating evidence-based models, fundamental and technical analysis, and AI tools under human review.

Lori Timothy is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 credential and 23 years of industry experience. Her prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as CEO of Steed Wealth Management, LLC, a private label entity for her financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction and may utilize third-party money managers and wrap programs as part of its investment approach.

Matt Karlson is the Director, Executive Services Officer at Fidelity Investments. In his role, he focuses on educating executives about their equity compensation plans, assisting with complex transactions involving company stock, and acting as a liaison to broader Fidelity services beyond equity plans. Matt has experience in various capacities at Fidelity Investments, including Senior Relationship Manager since 2023, Planning Consultant from 2021 to 2023, Relationship Manager from 2020 to 2021, and Financial Representative from 2019 to 2020.

Joel Robison is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Calton & Associates since 2019 and previously at Capital Financial Services, Inc. Additionally, he is active in life insurance sales through Strategic Life Insurance Planners. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment program structures and analytic approaches, combining fee-based and commissionable brokerage and insurance products.

Mark Johnson is a financial advisor at Dynamic with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dynamic Wealth Advisors dba Fortress Asset Management, Crown Capital Securities, and Yellowstone Partners. Outside of advising, he is also an Independent Insurance Agent involved in selling insurance and annuity products. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm offers portfolio management, financial planning, and support services with a focus on tailored, long-term investment strategies and providing operational and technology solutions to other advisers.

James Davenport is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Crewe Advisors since 2024. Prior to this, he spent 11 years at OSAIC. He is also involved in outside business activities including ownership and management roles in several entities related to insurance and personal investments. Crewe Advisors provides portfolio management and financial planning services to individuals, institutions, and insurance company clients. The firm employs a multifaceted investment process that includes fundamental, technical, and quantitative analysis and is known for advising private pooled vehicles and serving insurance company clients.

Tyler Fagergren is a financial advisor with Diversify Wealth Management, LLC and holds Series 63 and Series 65 credentials. He has 17 years of industry experience and has worked at DFPG Investments, Inc. since 2014. In addition to his advisory role, he assists clients with insurance products including life, disability, and long-term care insurance, as well as fixed and indexed annuities. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers portfolio management, financial planning, family office services, and corporate consulting.

Jason Miller is a financial advisor with Crewe Advisors in Salt Lake City, holding a Series 66 designation and 16 years of industry experience. He previously worked at BMO Wealth Management from 2016 to 2021 before joining Crewe Advisors, where he has been since 2021. Crewe Advisors serves a range of clients including high-net-worth individuals, charitable organizations, private funds, and insurance companies, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis and is recognized for advising private pooled vehicles and serving insurance company clients.

Ryan Ennis is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He has been with Soltis since 2019 and previously worked at National Benefit Services from 2016 to 2019. Ennis holds Series 66, Series 63, and Series 65 licenses. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and utilizes a diversified investment approach based on Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence.

Bradford Williams is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 66 credential and bringing 25 years of industry experience. He has been with Berthel Fisher since 2013. Outside of his advisory role, he owns White Pine Asset Management, an investments and insurance business based in Midvale, UT. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Justin Maxwell is a financial advisor at Legacy Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Athlos Academy of Utah. Outside of his advisory role, he is a managing partner in Small Business Incentive Consultants, a firm that assists individuals with tax credits and incentives. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including model portfolios and alternatives, and offers customized solutions tailored to clients’ objectives and risk tolerances.

Hunter Johnson is a financial advisor at Soltis Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at KPMG LP and Pelion Venture Partners. Outside of his advisory role, Johnson serves as a teaching assistant at the University of Utah, tutoring students in marketing. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Chalise Westenskow is a financial advisor at Diversify Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services for nearly two decades. Outside of her advisory role, she is involved in organizing divorce information workshops and supports her child's entrepreneurial efforts with a TikTok shop promoting health and sports accessories. Diversify Advisory Services provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach using a variety of investment platforms and strategies tailored to client objectives.

Gary Tsujimoto is a financial advisor with Interactive Financial Advisors in Salt Lake City, UT, holding a Series 63 designation and over 42 years of industry experience. He has worked at multiple firms including Fortune Financial Services and Brooklight Place Securities, Inc., and has been with Interactive Financial Advisors since 2005. Outside of advising, he is a general partner and landlord for 1414 East Association LLC, an office building management business. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models using ETFs and mutual funds and integrates tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios on a discretionary basis.

Andrew Skinner is a financial advisor at Sepio Capital, LP with a Series 65 designation. He has been with Sepio Capital since 2025 and has prior experience at Brigham Young University, Vivint Smart Home, and other organizations. 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, estates, charitable organizations, businesses, and institutional investors, employing a long-term, fundamentals-driven investment approach that incorporates proprietary strategies and independent managers across multiple asset types.

Kerry Judd is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has been with Berthel Fisher since 2013. Outside of advisory work, he is also an associate real estate broker and provides tax consulting and preparation services as a CPA. Berthel Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of portfolio management approaches tailored to client needs.

Martin Muse is a financial advisor at Trek Financial with six years of industry experience. He has worked at Trek Financial since 2018 and previously operated Mmuse Painting for two years. Outside of his advisory role, he is the owner of M. Muse Consulting, LLC, established for compensation purposes, and has worked as an insurance agent since 2019. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio strategies, incorporating rules-based, evidence-based, fundamental, and technical analyses, and uses artificial intelligence tools under governance and review.

Gary Warnica Jr. is a financial advisor at Diversify Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of his advisory role, he is involved in developing children’s literature through his ownership of eHomonym LLC. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach and offers a broad range of services such as financial planning, family office consulting, and portfolio management across multiple account types.