Christopher Dolan is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with B.O.S.S. Retirement Advisors, LLC and has previously worked at Robert W Baird & Co., Madison Avenue Securities, and EA Buck Financial. 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 emphasizes client assessments, diversified model portfolios, and collaboration with outside managers for portfolio management and oversight.

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.

William Howe Jr. is a Series 65-licensed financial advisor with Capita Financial Network, LLC, based in Draper, Utah. He has one year of industry experience and prior work history includes roles in the food service industry and volunteer representation for the Church of Jesus Christ. 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, as well as 401(k) plans and small businesses, using risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

Scott Edwards is a financial advisor at CW Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Rovin Capital. Outside of advising, he is a licensed real estate agent assisting clients with property transactions. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and plans, offering services such as wealth management, financial planning, retirement plan advisory, and family-office solutions through a Core-and-Satellite investment framework that incorporates active, passive, quantitative, and ESG strategies.

Jarrod Perry is a CFA® charterholder and holds a Series 66 license, with nine years of experience in the financial services industry. He has worked at Crewe Advisors since 2022 and previously spent eight years at KeyBank National Association and five years at J.P. Morgan Securities. Jarrod is based in Salt Lake City, UT. Crewe Advisors serves a diverse client base including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm provides discretionary portfolio management and financial planning, utilizing a combination of fundamental, technical, and quantitative analysis and offering access to private pooled vehicles and third-party managers.

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.

Jonathan Kerby White is a financial advisor at B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation. He has been with B.O.S.S. Retirement Advisors and its related entities since 2026. 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 and utilizes a client assessment process followed by diversified allocations through model portfolios and outside managers.

Garrett Wozniak is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and Capital Wealth Advisors. 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 and delivers services primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Robert Brantley is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining B.O.S.S. Retirement Advisors in 2017. 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, typically working through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

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.

Michael Staffieri is a financial advisor at CW Advisors, LLC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Rovin Capital, First Allied Securities, INC., and First Allied Advisory Services, INC. Outside of his advisory work, Staffieri serves as a trustee for the SeacoLOGY Foundation and New Neighbor Relief Foundation, and acts as treasurer for Four Peaks Little League, where he also helps teach and coach youth baseball. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a variety of clients including individuals, families, trusts, estates, and institutional investors, offering comprehensive wealth management, financial planning, retirement advisory, and sub-advisory services through a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies.

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.

Benjamin Chappell is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Drive Wealth Advisers, Foresight Wealth Management, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He also works as a mortgage loan originator with Houzd Mortgage and is an active insurance agent involved in life insurance brokerage. Diversify Advisory Services is an SEC-registered firm serving individual clients, including high-net-worth individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services, employing a tactical diversification investment approach tailored to client goals and risk tolerance.

Brittan Rose is a financial advisor at Capita Financial Network, LLC, holding a Series 65 designation and located in Draper, UT. Rose has been with Capita since 2026 and previously worked at Richmond American Homes and Project Solar. Prior to entering the financial advisory field, Rose was employed by the Church of Jesus Christ of Latter-Day-Saints and worked at Herriman High School. 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 as well as 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.

David Boyd is a CFP® and Series 65 credentialed advisor at B.O.S.S. Retirement Advisors, LLC with five years of industry experience. He has worked at B.O.S.S. Retirement Advisors since 2022, following roles at Arista Wealth Management and Utah Valley University, among others. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm emphasizes co-managed arrangements with outside managers and third-party money managers, focusing on diversified model portfolios and ongoing oversight.

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 66 and Series 63 designations and has previously worked at 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 employs a tactical diversification investment approach with individualized asset allocation and offers a variety of delivery options and alternative investment strategies tailored to client goals and risk tolerance.

Stacey Banks is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Kohls 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 and asset allocation approach across a variety of investment instruments and platform options.