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.

Donovan Martucci is a CFP® and Series 66-registered advisor at Kestra Private Wealth Services, LLC with three years of industry experience. Prior to joining Kestra, he worked in various roles including positions at the University of Utah and Costco Wholesale. He serves as a managing partner of Elevated Private Wealth Advisors and is the treasurer and a board member for Wasatch Community Gardens. 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 assets. The firm offers a broad range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.

Krista Baker is a CFP® with 16 years of industry experience. She is currently with Diversify Wealth Management, LLC since 2024 and has prior experience at DFPG Investments, Inc. and her own tax preparation firm, Baker 3, Inc., where she serves as president. Outside of advising, she is involved as secretary/treasurer for the American Federation of Musicians Local 104. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, managing approximately $4.1 billion in assets. The firm emphasizes tactical diversification and asset allocation through a combination of internal and third-party strategies and provides a range of platform options and investment instruments tailored to client objectives.

Matthew Ivester is a CFP® professional at Facet with five years of industry experience. He previously worked at Fidelity Investments and Fidelity Brokerage Services. His background also includes roles at Utah Valley University and other organizations outside finance. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a broad range of service levels. The firm emphasizes model-based asset allocations using exchange-traded funds and technology-driven processes, and it employs a flat subscription fee structure rather than traditional assets-under-management fees.

Stephen Williams is a financial advisor at Diversify Advisory Services, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services from 1986 to 2025 before joining Diversify Advisory Services in 2025. Outside of advising, he is involved in managing a bank note purchase related to a family estate matter. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small businesses. The firm employs a tactical diversification and individualized asset allocation approach, offering various investment models and fee options tailored to client needs.

Chase Carlin is a Series 66-licensed financial advisor with 15 years of industry experience, currently with IP Financial Advisory Services LLC since 2020. He has also been associated with Innovation Partners LLC, Lincoln Investment, Legend Equities Corporation, Legend Advisory Corporation, and Girard Securities, Inc. since 2012. Outside of advising, he is involved with Innovation Partners LLC as a landlord. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and specialized advisory services including actuarial and insurance consulting, targeting non-high-net-worth investors and retirement plan participants.

Skyler Fredrickson is a CFP® professional with 15 years of experience currently serving at B.O.S.S. Retirement Advisors, LLC in Salt Lake City, UT. His career includes roles at several firms such as inContact and Futurevest Financial, with eight years at B.O.S.S. Retirement Advisors. Outside of his advisory work, he owns small rental and non-investment real estate businesses. B.O.S.S. Retirement Advisors offers investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a client-focused process that uses model portfolios and third-party managers to provide diversified allocations and ongoing oversight.

Gregory Billow is a financial advisor at Kestra Private Wealth Services, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory role, he is involved in managing brokerage accounts through Cloudbase Inc and engages in acting as a student. Kestra Private Wealth Services delivers investment advisory services through independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in assets and offers a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Alison Drews is a financial advisor at Capita Financial Network, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Fisher Investments. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement. The firm serves high-net-worth clients, 401(k) plans, and small businesses, offering tailored financial plans, model portfolios managed by third-party subadvisors, and access to private funds.

Barton Wagstaff is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Capita Financial Network, LLC since 2018. He previously worked at Fidelity Investments from 2012 to 2018. Outside of his advisory role, he is involved in property maintenance related to residential rentals and holds a personal business entity, M3 Wealth LLC. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees, individuals planning for retirement, high-net-worth clients, 401(k) plans, and small businesses. The firm uses risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

Stephen Tate is a financial advisor at Diversify Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Tate is a co-founder of a nonprofit organization currently in the process of filing for 501(c)(3) status and serves on its board of directors. He is also involved in outside employment with KJZZ. Diversify Advisory Services, LLC provides investment advisory and financial planning services 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 investment approach utilizing a variety of platforms and strategies while offering portfolio management, financial planning, corporate consulting, and multi-family office support.

Daniel Luke is a CFP® with 25 years of industry experience and is currently with Diversify Wealth Management, LLC. He has previously worked with Cedar Crest Advisors and Rain Life Home Loans. Outside of his advisory role, he serves as Treasurer and Board Member for the nonprofit Especially for Athletes and holds board positions with Creek Capital Dental Holdings. 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, incorporating due diligence on third-party managers and a range of investment vehicles aligned with clients’ objectives.

Joshua Carter is a CFA® charterholder with over 22 years of experience in the financial industry. He has worked at Sepio Capital, LLC since 2017 and previously held positions at Bank of America and Merrill Lynch. He is based in Salt Lake City, UT. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary strategies alongside independent manager allocations, focusing on fundamental analysis and a long-term orientation while allowing for shorter-term adjustments to meet client goals.

Michelle France is a financial advisor with Geneos Wealth Management, Inc. She holds Series 63 and Series 65 credentials and has 29 years of industry experience. Michelle has worked with multiple firms, including Equitable Advisors and Lefavi Wealth Management, and has been with Geneos Wealth Management for over a decade cumulatively. She also serves as president of the Enchanted Estates Homeowners Association. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of analytical approaches and investment strategies.

Avery Jackson is a financial advisor at Capita Financial Network, LLC with a Series 65 designation and one year of industry experience. Prior to joining Capita in 2025, Avery held positions at Goldman Sachs and spent time in educational roles at Brigham Young University and Summit Academy Schools. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement. The firm serves individual and high-net-worth clients, 401(k) plans, and small businesses, implementing risk-based model portfolios sub-advised by third-party managers and offering access to private funds and fund-of-fund structures.

Ryan Smith is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 66 designations. He has 22 years of industry experience and has held leadership roles at several related firms, including serving as president and co-owner of Diversify, Inc. Smith is also involved in managing insurance operations and holds memberships in various investment-related and holding companies. 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 investment approach using a combination of internal models and third-party solutions across multiple platforms and offers a broad range of portfolio management and consulting services.

Jonathan Liles is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Waterloo Capital and CHIPOTLE. Outside of his advisory role, he serves as a paraplanner for Lighthouse Financial Rogers Arkansas. Diversify Advisory Services is an SEC-registered firm that serves individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Joshua Hancock is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. His previous roles include positions at PACS, Opiniion, SimPlus, and Aloha Food Group. He also worked at Utah Valley University and The Church of Jesus Christ of Latter-Day Saints. Crewe Advisors serves individual and institutional clients, including high-net-worth individuals and charitable organizations, providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and quantitative analysis and is known for advising private pooled vehicles and serving insurance company clients.

Sharon Melville is a financial advisor with Silver Oak Securities, Inc. in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Securities America Advisors, Securities America, Securities Service Network, E.K. Riley Investments, and Morgan Stanley Smith Barney. She is also the owner of TruNorth Investment Management, an independent financial advisory practice. Silver Oak Securities serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, trusts, and estates through a team of about 101 financial professionals. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.