Curtis Lamb is a financial advisor with Narus Financial Partners, LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at BlackSheep Investment Advisor, LLC and Charles Schwab. He serves on the board of UMA Financial Services, a nonprofit providing financial services to medical professionals. Narus Financial Partners is a team-based SEC-registered adviser managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm uses a combined fundamental, qualitative, technical, and quantitative investment approach with both strategic and tactical asset allocation, offering discretionary and non-discretionary management, as well as employing derivatives and borrowing strategies in separately managed accounts.

Nicholas Trotter is a CFP® affiliated with Solidarity Wealth, LLC, with two years of experience in the financial industry. His background includes roles at Northwestern Mutual and involvement with the UVU Money Success Center and Community Education. He has additional experience in non-financial roles such as work with Mountain View Hospital and the LDS Church. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, offering a family-office-style wealth management suite alongside standalone services like portfolio management, financial administration, and bill-pay support. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing client engagement and provides discretionary management with customized investment plans.

Christopher Wilkinson is a financial advisor with Aegis Wealth Management, Inc. in Holladay, UT, holding Series 63 and Series 66 licenses and with 21 years of industry experience. His prior roles include positions at Resources Investment Advisors, Triad Advisors, Wells Fargo Clearing, U.S. Bancorp Investments, LPL Financial, and Chase Investment Services. He is also involved in selling Medicare Advantage and supplement insurance plans as part of his retirement planning services. Aegis Wealth Management serves individual investors, high-net-worth clients, institutions, and retirement plans with financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm employs a multi-team advisor structure and primarily implements portfolios through third-party sub-advisers and model portfolios, offering both project-based planning and ongoing asset management.

Richard Wagner is a financial advisor at Interwise with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Chauner Securities Inc and Valued Wealth Advisors, LLC, where he is a principal. Wagner also provides tax and accounting services through Interwise Tax, LLC and serves as president of Balanced Advisors, Inc., an SEC-registered investment adviser. Interwise offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages diversified portfolios using equities, fixed income, ETFs, mutual funds, and alternative investments, often incorporating third-party managers and maintaining ongoing suitability reviews.

Danielle Gregory is a CFP® and Series 65-licensed financial advisor with Albion Financial Group in Salt Lake City, UT. She has 10 years of industry experience and has been with Albion Financial Group since 2011. Albion Financial Group provides discretionary portfolio management and financial planning services to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

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.

Christopher Heyman is a CFA® charterholder with 16 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Rovin Capital and Accuvest Global Advisors. Outside of his primary role, he serves as manager for Six Peak Capital Management, LLC, overseeing special purpose vehicle entities. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving individuals, families, trusts, institutions, and other investment advisers. The firm employs a Core-and-Satellite investment framework integrating active, passive, strategic, quantitative, and ESG strategies across multiple asset classes, while also providing sub-advisory and business-continuity services.

Kelly Holtman is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Raymond James Financial Services, Wells Fargo Advisors, Soltis Investment Advisors, Triad Advisors, and LPL Financial. Outside of his advisory role, Holtman owns KLEH Octopus LLC, a home business focused on art and writing sales, and serves on the Board Council of the South Jordan Arts Council. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a client assessment process followed by model portfolios and third-party managers to construct diversified allocations and primarily delivers services through co-managed arrangements and referrals.

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 worked previously at Merrill, STI Asset Management Limited, and the University of Utah. 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 using a mix of proprietary strategies and independent managers across various asset types.

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.

Bradyn Haderlie is a CFP® professional with four years of experience at Capita Financial Network, LLC. Prior to joining Capita, he worked at Frandsen Morrill Advisors, Deseret Mutual Benefit Administrators, and Utah Community Credit Union. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving both individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm implements risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

Michael Fortin is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Fidelity Investments and LPL Enterprise LLC. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm emphasizes a client assessment-driven process and uses model portfolios and external managers to construct diversified allocations while overseeing client relationships.

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.

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.

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.

Craig Riggs is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Emerson Equity LLC, DFPG Investments, Orchard Securities, and Fidelity, as well as ownership of Riggs Capital Management for over two decades. Outside of his advisory work, Riggs is involved with several holding companies and serves as president of multiple entities unrelated to investment management. Merit Financial Group is a multi-team SEC-registered firm serving individual investors, high-net-worth clients, retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach with centrally managed portfolios overseen by an internal team and combines both in-house and third-party management resources while offering various account options and support services.

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.