Corey Pederson is a financial advisor at Crewe Advisors based in Salt Lake City, UT, holding the CFP® and ChFC® designations with five years of industry experience. Prior to joining Crewe Advisors in 2025, he worked at Olympus Wealth Management and the Small Business Administration, among other firms. Outside of advising, he serves as Officer-Treasurer for the Mount Olympus Community Council and maintains a legal practice through the Law Offices of Corey Pederson. 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 and is known for advising private pooled vehicles and serving insurance company clients.

Nicholas Jones is a financial advisor at Crewe Advisors in Salt Lake City, UT, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Houlihan Lokey Capital, Piper Sandler & Co., and Citigroup. 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 combined fundamental, technical, and quantitative investment approach and is known for advising private pooled vehicles and serving insurance company clients.

Alexander Rahm is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. His prior work history includes a position at UBS Financial Services, Inc. and a four-year tenure at Brigham Young University. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes a combination of proprietary strategies and independent manager allocations with a focus on fundamental analysis and a flexible investment approach including mutual funds, ETFs, equities, bonds, and digital assets.

Casey Rees is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Farmers Financial Solutions and Farmers Insurance Group. Rees also operates Rees Insurance Group dba Crestwood Retirement Solutions. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a range of strategies including fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management.

Michael Halls is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2005. The firm provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler emphasizes individualized investment policies, diversified portfolios, and utilizes affiliated resources within BMO Financial Group to support its clients.

Rylie Halliday is a financial advisor at Crewe Advisors with five years of industry experience. She holds a Series 65 designation and has worked at Crewe Advisors since 2015, with additional roles at the University of Utah and The Walt Disney Company. Outside of her advisory work, she serves as a consultant for Bloomfully Group LLC, a digital content provider. Crewe Advisors offers portfolio management and financial planning services to 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 known for advising private pooled vehicles and serving insurance company clients.

Hansen Ringer is a financial advisor at Sepio Capital, LP with 10 years of industry experience. He holds a Series 66 designation and has worked at Sepio Capital since 2017, with prior experience at Bank of America and Merrill. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of proprietary strategies and allocations to independent managers, focusing on fundamental analysis and a generally long-term investment approach while allowing for shorter-term trading to meet client needs.

Dustin Thackeray is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Crewe Advisors since 2015, where he holds a Series 66 license. 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 combination of fundamental, technical, and quantitative analysis in its investment process and manages accounts primarily on a discretionary basis.

Cameron Cole is a Certified Financial Planner™ (CFP®) with 17 years of industry experience. He currently works at Empirical Wealth Management and has previously held roles at Solidarity Wealth, Sanford C. Bernstein & Co, KeyBank NA Key Private Bank, Zions Capital Advisors, TD Ameritrade, and TD Ameritrade Investment Management. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with fee-based discretionary and non-discretionary investment management and related financial services. The firm employs diversified portfolios based on Modern Portfolio Theory and offers affiliated real estate, insurance, and estate-planning referral services.

Robert Lemon is a financial advisor at Wedbush Securities Inc. with 37 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Wedbush Securities since 2007. He also maintains a professional association with Brookstreet Securities Corporation dating back to 2004. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers a range of services such as wealth management, fixed income, commodities, and advanced clearing and prime services, combining discretionary and non-discretionary portfolio management with research and trade execution capabilities.

Maggie Scanlon is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. She previously worked at NGON Solutions and Goldman Sachs. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a manager selection and portfolio construction process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

Jenifer Connors is a financial advisor at Diversify Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at DFPG Investments, Inc. and Diversify, Inc. since 2014. Outside of her advisory role, Connors is involved in insurance sales and serves as executive director for an identity theft protection service. She also holds volunteer leadership positions on the UVU Personal Financial Planning Alumni Board and the Financial Planning Association, Utah Chapter. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and third-party models, and offers both discretionary and non-discretionary management aligned with clients’ objectives and regulatory requirements.

Dallas Price is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory role, he volunteers with the Knights of Columbus. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, written financial planning, and retirement-plan services, employing a structured risk framework and diversified manager exposure through both firm-developed models and third-party managers.

Michelle Vuksinick is a financial advisor with Diversify Advisory Services, LLC and holds a Series 66 designation. She has 21 years of industry experience, including roles at Ameriprise Financial Services, Inc. and Coign Capital Advisors. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach, utilizing a range of investment platforms and strategies to meet client objectives.

Cameron Rafati is a financial advisor at Arkadios Wealth Advisors in Salt Lake City, UT, holding the Series 66 designation with two years of industry experience. Prior to joining Arkadios Capital in 2026, he was with DAI Wealth, LLC and Dai Securities LLC from 2024 to 2026. Outside of finance, Cameron is the owner of CMR Music LLC, a business he has operated since 2011, and is involved with consulting and philanthropy work through a family foundation. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by providing customized investment and wealth management solutions, including advisor-managed accounts, wrap programs, and third-party money manager access. The firm employs fundamental, technical, and cyclical analysis and supports advisors with an internal portfolio team that offers models, strategies, and trade execution across a range of asset classes.

Mitchell Rencher is a financial advisor at Sepio Capital, LP with five years of industry experience. He holds a Series 65 designation and previously worked at Mercato Partners and Scalar Analytics. Based in Salt Lake City, UT, Rencher has been with Sepio Capital since 2021. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a primarily long-term, fundamentals-driven investment approach that utilizes proprietary strategies alongside independent managers, offering discretionary management across a range of asset types including mutual funds, ETFs, individual securities, private funds, and digital assets.

Christopher Stagg is a CFP® professional with 17 years of experience in the financial industry. He is currently with United Capital Financial Advisors, where he has worked since 2019. His prior experience includes roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and Miller Financial, Inc. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services such as sub-advisory and consulting, supported by a technology platform that assists independent investment advisors.

Robin Andersen is a Series 65-registered financial advisor with five years of industry experience, currently with Diversify Wealth Management, LLC. His prior roles include positions at Diversify Advisory Services, DFPG Investments, TownSquare Capital, Smart Financial, and Creative Financial Services. Outside of advisory work, he is involved as a coach and camp director for a youth football camp and serves as chapter president of the American Financial Education Alliance in Utah. Diversify Wealth Management, LLC provides investment management, financial planning, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach across a variety of investment platforms and instruments.

Bradley Barclay is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including ChangePath, LLC and Beam Lending. Outside of advising, he is a silent partner and investor in a performance auto mechanics business. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices.

Steven Manning is a financial advisor at Trek Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at World Equity Group for three years. Manning is also a licensed insurance agent for life and health insurance. 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 mix of strategic and tactical portfolio construction methods, incorporates AI tools under governance frameworks, and offers a wide range of model and alternative investment strategies.