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.

Alec Perschon is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked with Kestra since 2023 and has prior experience with Blockchain at Utah, the University of Utah, and Costco Wholesale. Outside of advisory work, Alec is a managing partner at Elevated Private Wealth Advisors and also models for McCarty's Talent Agency. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with approximately $13.45 billion in client assets under management. The firm offers a broad range of investment products and specializes in both discretionary and non-discretionary account management.

Kye Moser is a financial advisor at Diversify Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at DFPG Investments, LLC since 2019, following multiple roles at E*TRADE Capital Management and E*TRADE Securities from 2014 to 2021. Diversify Wealth Management provides investment advisory and planning services to a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across various platforms, incorporating due diligence on third-party managers and a mix of traditional and alternative investment vehicles.

Mark Anderson is a CFA® charterholder with 10 years of industry experience. He currently serves as a financial advisor at Dynamic, where he has worked since 2018. Prior to that, he was with Yellowstone Partners, LLC from 2015 to 2018. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, emphasizing long-term, client-specific strategies and providing technology and operational support to other advisers.

Ruben Vilorio is a financial advisor at Diversify Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked with DFPG Investments Inc. and Diversify, Inc. since 2016. Outside of advising, he manages the nonprofit Creating Ripples Around the World, which focuses on receiving donations and distributing funds. Diversify Advisory Services is a multi-team firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a range of portfolio management options and customized investment strategies tailored to client goals and risk tolerance.

Jared Cooksey is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 designation. He has one year of industry experience and previously worked at Young Automotive Group and Wasatch Behavioral Health. Crewe Advisors provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a diversified investment approach that includes fundamental, technical, and quantitative analysis, and is notable for advising private pooled vehicles and serving insurance company clients.

Zaccary Call is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Capita Financial Network, LLC since 2018. Prior to joining Capita, he worked at Allegis Investment Advisors from 2015 to 2018. He maintains personal business entities for tax purposes that do not involve investment activities. Capita Financial Network serves individuals, including retirees and those planning for retirement, high net worth clients, 401(k) plans, and small businesses by providing financial planning and discretionary investment advisory services. The firm utilizes risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

Darren Siegrist is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 66 designation with eight years of industry experience. His career includes roles at Crewe Capital, Endurance Capital, Rockefeller Financial, Bank of America, Merrill, and PNC Bank. Crewe Advisors provides ongoing portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm combines fundamental, technical, and quantitative analysis in its investment process and is notable for advising private pooled vehicles and serving insurance company clients.

Joshua Hamblin is a financial advisor at Soltis Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Sunrun, Inc., Lunt Capital Management, Inc., and American Logistics Company LLC. Based in Salt Lake City, UT, he has been with Soltis since 2023. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Marshall Nelson is a financial advisor at Crewe Advisors in Salt Lake City, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Commonwealth Financial Network and Merrill Financial Associates. 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 multi-faceted investment approach combining fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

Supreet Shah is a financial advisor at Sepio Capital, LP with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Berenberg Capital Markets, BNP Paribas, and the University of California, Berkeley. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, and institutions. The firm employs a fundamentals-driven, long-term investment approach using proprietary strategies and independent managers across various asset types, including digital assets for clients who opt in.

Hyuk Sun Kwon is a financial advisor at Sepio Capital, LP with one year of industry experience. He holds a Series 65 credential and has prior experience at Goldman Sachs and Nodeinfra. His background also includes service in the Republic of Korea Army. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients. The firm combines proprietary strategies with allocations to independent managers, employing fundamental analysis and a generally long-term orientation while allowing for shorter-term trading to meet client needs.

Jerry Ford is a CFP® with 40 years of industry experience. He currently serves with Advisory Services Network and previously worked at Navigate Private Wealth LLC and Allegis Investment Services. Outside of his advisory role, he is also involved with Allegis Advisor Group, LLC, an insurance agency. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm employs a range of strategies including discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection.

David Wrigley is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. He is currently with Diversify Advisory Services, LLC and previously worked at DFPG Investments, Inc., Foresight Wealth Management, and DMBA. 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 investment approach using a variety of internal models and third-party solutions across multiple platforms and offers a broad range of strategies and services.

Thomas Johnson is a financial advisor with Vanderbilt Advisory Services in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at LPL Financial for 10 years and has been self-employed since 2000. Outside of advisory services, he owns Thomas W. Johnson Inc., which provides life insurance consulting, business health insurance consulting, and CPA-related accounting and tax planning services. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and digital platforms, with an investment approach that integrates strategic asset allocation and multiple analytical techniques tailored to client objectives.

Nathaniel Barton is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC from 2016 to 2022. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Fred Schwendiman is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He has worked at several firms, including AE Wealth Management, Brookstone Capital Management, and Heritage Wealth Management, where he has also sold life and annuity insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and asymmetric rebalancing, to tailor investment advice.

Kerry Severn is a CFP® professional with 32 years of industry experience, currently with Ashton Thomas Private Wealth since 2020. Prior to this, he held advisory roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of advising, he occasionally works as a substitute school teacher in the Canyons School District. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm utilizes a platform model with access to mutual funds, ETFs, third-party managers, and various strategies such as options and selective cryptocurrency exposure.

Steven Edgren is a CFA® charterholder with 22 years of industry experience. He is currently with Sepio Capital, LP, where he has worked since 2020. Prior to that, he spent ten years at Morgan Stanley Smith Barney and five years at Morgan Stanley Private Bank. Outside of his advisory role, he manages an e-commerce account on Amazon. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, with a focus on fundamental analysis and a generally long-term investment approach.