Quentin Robb is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63, Series 65, and Series 66 designations and 17 years of industry experience. His prior roles include positions at Vanderbilt Securities, LLC, Transitional Broker LLC/Lone Peak Advisers, Patriot Arms Corp., and One World Translation. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation combined with fundamental and technical analysis.

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 CFP® with six years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2025. Prior to joining CW Advisors, he operated Parsons Capital Management, LLC from 2019 to 2025 and worked at Rutgers University from 2016 to 2019. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach using a mix of active, passive, quantitative, and ESG strategies, and supports other advisers through its sub-advisory and operational outsourcing services.

Matt Jackson is a Financial Consultant currently working at Fidelity Investments since 2022. He has held positions as a Financial Consultant at E*TRADE from 2017 to 2022 and as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. Matt is a Certified Financial Planner focused on understanding clients' unique needs and goals through a collaborative approach to build holistic financial plans. He holds a California Insurance License and specializes in creating financial strategies tailored to individual priorities. Outside of his professional work, Matt enjoys boating, camping, family activities, music, and traveling.

John Taylor is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Tucker Asset Management LLC and has previously worked at AE Wealth Management, Horter Investment Management, and Heritage Financial Place, where he serves as president and CEO and is involved in insurance sales. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation approach and offers access to alternative investments through its integration with the CAIS platform.

Brandon Baiamonte is a CFP® and CFA® with four years of industry experience. He has been with Mission Wealth Management, LP since 2021 and previously worked as a self-employed advisor and at Alta Bay Capital, LLC. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients, offering wealth management and financial planning through tiered service models. The firm emphasizes customized, long-term investment strategies using a broad range of assets and provides additional services such as tax-aware trading, third-party sub-advisors, and cross-border planning.

Nicholas Smith is a financial advisor at Crewe Advisors in Salt Lake City, UT, with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at SunTrust Advisory Services and Courage Capital Management. He earned an MBA from Vanderbilt University. Crewe Advisors provides portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a comprehensive investment approach that integrates fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

Megan Palazzo is an advisor at Consolidated Portfolio Review Corp with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Vanderbilt Securities, Geneos Wealth, and GWN Securities Inc. Outside of advisory work, she maintains ownership of Palazzo Wealth LLC and a trademarked DBA, Granite Canyon Wealth. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary managed accounts, as well as proprietary model portfolios and third-party platforms. The firm supports a range of investment approaches implemented by independent advisors, leveraging strategic asset allocation combined with fundamental and technical analysis.

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.

Charles Maynes is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has been with B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2014. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily delivering services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

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.

Rachael Scott is a financial advisor at B.O.S.S. Retirement Advisors, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and AI Tech. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, using model portfolios and outside managers to construct diversified allocations while offering ongoing client oversight and consulting.

Rod Cushing is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2019. Prior to that, he was with Cambria Capital, LLC for nine years and has been affiliated with RBC Capital Markets Corporation since 2008. Outside of 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 individuals, pension plans, charitable organizations, banks, and government clients, utilizing both internally created and third-party investment models supported by an Envestnet workflow.

Jesse Mitchell is a financial advisor with Crewe Advisors in Salt Lake City, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Crewe Capital since 2020 and previously worked in the automotive and telecommunications sectors. 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 comprehensive investment process that integrates fundamental, technical, and quantitative analysis and is noted for advising private pooled vehicles and serving insurance company clients.

Craig Poulson is a financial advisor at Trek Financial in Bountiful, UT, with four years of industry experience. He holds a Series 65 designation and previously worked at Acquire Consult LLC, Acquire Consulting LLC, and Simply Right Inc. Outside of his advisory role, he is the owner of Disruptor LLC, which provides IAR-related services. 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 employs a blend of strategic and tactical investment approaches and provides access to a wide range of systematic strategies, alternative investments, and direct indexing options.

Michael Otterson is a financial advisor at Ascentis Independent Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Golden State Asset Management, Freedom Investment Management, and 3D/L Capital Management. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments through programs such as its Private Direct Investments platform.