Christopher Captain is a Series 65-licensed financial advisor at Trek Financial with three years of industry experience. His prior roles include positions at eFinancial and BCJ Financial. Outside of advising, he works as an insurance agent and drives for DoorDash during non-trading hours. 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 fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools, direct indexing with tax-loss harvesting, and a diverse array of systematic and alternative strategies.

Uma Khandkar is a financial advisor at Diversify Wealth Management, LLC with five years of industry experience. Prior to joining Diversify in 2026, she worked at Fidelity Investments for six years and has a background in real estate as a realtor. She is a partner in a real estate-related business. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, and fiduciary services through a team of more than 50 advisors. The firm emphasizes tactical diversification and asset allocation using a variety of investment strategies and platforms.

King Chun Hung is a financial advisor at Sepio Capital, LP with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at the University of Utah, STI Asset Management Limited, Infinity Motor Company Limited, and Merrill. Sepio Capital is an SEC-registered investment adviser that serves a wide range of clients including high-net-worth individuals, families, trusts, charitable organizations, businesses, and institutional investors. The firm employs a long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers, managing approximately $4.46 billion in client assets as of December 2025.

Brock Bowden is a financial advisor at Dynamic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Yellowstone Partners and Crown Capital Securities. In addition to his advisory role, he is an Independent Insurance Agent selling insurance and annuity products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services such as discretionary portfolio management and practice-support for other advisers.

Cassidy O'Brien is a Series 65-licensed advisor with six years of industry experience. He is currently with RFG Advisory, LLC and has prior experience at BOSS Retirement Advisors, LLC, BOSS Retirement Solutions, LLC, Vista Treatment Center, and Universal Business Insurance. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm’s approach emphasizes discretionary portfolio management using model strategies and third-party platforms, as well as retirement plan consulting and access to alternative investments.

Michael Mc Cabe is a CFP® professional with four years of industry experience, currently affiliated with Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investments, LLC, Fox & Company Wealth Management, and Capita Financial Network. Outside of his advisory work, he also works as a delivery driver for UberEats and Grubhub. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, and institutions, offering investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services. The firm employs a tactical diversification approach using a variety of internal and third-party strategies across multiple platform options.

John Larsen is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 credential. He has one year of industry experience, with prior roles including work at the Utah Division of Technology Services and Brigham Young University. Crewe Advisors provides portfolio management and financial planning services to a mix of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and is noted for advising and sponsoring private pooled vehicles and serving insurance company clients.

Ryan Halliday is a financial advisor with Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Crewe Advisors since 2014. Outside of his advisory role, Halliday serves as managing director of Crewe Insurance Advisors, LLC. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a combination of fundamental, technical, and quantitative analysis and manages client accounts primarily on a discretionary basis.

Jarrod Perry is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Crewe Advisors since 2022. Prior to joining Crewe Advisors, he worked at KeyBank National Association for eight years. Perry holds a Series 66 license and is based in Salt Lake City, UT. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a multifaceted investment approach that integrates fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

Russell Butler is a financial advisor at Diversify Advisory Services, LLC with 21 years of industry experience. He holds the ChFC® and Series 66 designations. In addition to his advisory role, Butler is a senior partner and tax advisor at Butler Tax and Accounting, where he provides tax return preparation, consultation, and planning services for individuals and small businesses. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms to manage portfolios and deliver comprehensive financial services.

Brian Bevan is a CFP® with 18 years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC since 2024. He previously worked for Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024, and for Citigroup Global Markets from 2008 to 2009. Outside of his advisory work, he serves on the finance committee of Scouts BSA. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering strategic asset allocation through model portfolios and integrated multidisciplinary planning via its parent company, CliftonLarsonAllen LLP.

Megan Slatter is a Series 65 licensed financial advisor with 10 years of industry experience. She has worked at Crewe Advisors, LLC since 2018 and previously spent two years with Regent Street Advisors. Based in Salt Lake City, UT, she is part of a team of 26 advisors at Crewe Advisors. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a diverse investment approach that integrates fundamental, technical, and quantitative analysis, offering discretionary management and balancing allocation across clients.

Richard Hardman is a CFP® with 13 years of experience in the financial industry. He has worked at Trek Financial since 2013 and was previously with World Equity Group from 2015 to 2019. In addition to his advisory role, he owns Hardman Financial Consulting, LLC, an entity used for consulting revenues, and is appointed as an insurance agent with multiple companies. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools, alternative strategies, and various hedging techniques within its model management framework.

Nicolas Pesci is a financial advisor at Triad Wealth Partners, LLC with six years of industry experience. He holds the Series 65 designation and has worked with firms including Coppell Advisory Solutions LLC and Visionary Wealth Management, Llc. Outside of his advisory role, Pesci is the owner of Sempre Avanti, LLC dba Momentum Wealth, an insurance sales and services business. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a turnkey asset management platform, offering discretionary portfolio management, access to third-party managers, and customized financial planning. The firm uses a strategic asset allocation approach supported by an investment committee and manages diversified portfolios across various asset classes.

Travis Kell is a financial advisor at Diversify Advisory Services, LLC with 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise from 1987 to 2025. Kell holds a Series 63 designation. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a combination of internal models and third-party solutions across multiple platforms and offers a range of strategies including ETFs, mutual funds, alternatives, and options-based strategies.

Travis Peugnet is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Crewe Advisors and previously spent several years at Olympus Wealth Management and Bank of America. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm uses a combination of fundamental, technical, and quantitative analysis in its investment approach and is notable for advising private pooled vehicles and serving insurance company clients.

Monica Akbar is a financial advisor at Diversify Advisory Services, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E6 Portfolios, M. H. Leblang, Inc., and Everspire. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm’s investment approach emphasizes tactical diversification and individualized asset allocation tailored to client goals, offering a variety of delivery models and access to alternative investment strategies.

Stacey Banks is a financial advisor at Diversify Wealth Management, LLC in South Jordan, UT, holding Series 63 and Series 65 licenses. She has one year of experience in financial advising and previously worked for Kohl’s Inc. for 21 years. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach using a range of internal and third-party strategies across multiple platform options.

Amy Wallace is a financial advisor at Mutual Advisors, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including TIAA-CREF, Ameriprise Financial Services, and Merrill. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a variety of advisory services and employs both active and passive investment strategies tailored to client objectives, with a notable emphasis on institutional and specialized accounts.

Nathan Huntsman is an advisor at Diversify Wealth Management, LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Utah Valley University, Walmart, the Church of Jesus Christ of Latter Day Saints, and Simpalo Snacks. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions with investment management, financial planning, and fiduciary services. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach, utilizing a range of internal and third-party strategies across multiple platform options.