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 is a financial advisor at Capita Financial Network, LLC in Draper, UT. He holds a Series 65 designation and began his advisory role in 2024. His prior work experience includes roles in customer service and volunteer representation. Capita Financial Network serves individuals, retirees, high net worth clients, 401(k) plans, and small businesses by providing financial planning and discretionary investment advisory services. The firm uses client-specific financial plans and risk-based model portfolios, primarily utilizing third-party subadvisors, to tailor investment strategies to each client’s objectives.

Scott Edwards is a financial advisor at CW Advisors, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Rovin Capital for three years. Outside of his advisory role, he is a licensed real estate agent assisting clients with buying, selling, or leasing properties. CW Advisors serves a diverse client base including individuals, families, trusts, and business entities, offering wealth management, financial planning, and family office services. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and access to affiliated platforms and services.

Craig Riggs is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He has previously worked at Riggs Capital Management, which he helped transition into Merit Financial Advisors, as well as Emerson Equity LLC, DFPG Investments, and Orchard Securities. Outside of his advisory work, he holds leadership roles in several holding companies and business ventures. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally developed models while allowing advisor customization, and provides a range of wealth-management services including financial planning, retirement advice, and employee financial-wellness programs.

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.

Garrett Wozniak is a financial advisor at B.O.S.S. Retirement Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Merrill, Bank of America, Fidelity Investments, and Capital Wealth Advisors. 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 manages approximately $1.38 billion on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, emphasizing diversified allocations constructed via model portfolios and external 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.

Michael Staffieri is a financial advisor with CW Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Rovin Capital, First Allied Securities, and First Allied Advisory Services. Outside of his advisory work, he serves as a trustee for the Seacology Foundation and the New Neighbor Relief Foundation and acts as treasurer for Four Peaks Little League, where he helps teach and coach youth baseball. CW Advisors serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and provides sub-advisory and operational outsourcing services to other advisers.

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 five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Sempre Avanti, LLC, where he has been involved in insurance sales and services since 2009, spending approximately 80% of his time in that business. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation through diversified portfolios and supports RIAs with sub-advisory management, operational assistance, and financial planning services.

Benjamin Chappell is a financial advisor at Diversify Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Drive Wealth Advisers, Foresight Wealth Management, Penn Mutual Life Insurance, and Hornor Townsend & Kent. In addition to his advisory role, he is active as a mortgage loan originator with Houzd Mortgage and holds a position as an insurance agent involved in life insurance brokerage. 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, utilizing a variety of platforms and instruments such as ETFs, mutual funds, alternatives, and options-based strategies.

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.

Monica Akbar is a financial advisor with Diversify Advisory Services, LLC and holds Series 66 and Series 63 licenses. She has five years of industry experience and 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 emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Stacey Banks is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. Prior to joining Diversify, she worked for Kohl's Inc. for 21 years. She holds Series 65 and Series 63 licenses. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions by providing investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services. The firm manages approximately $4.1 billion in assets and employs a tactical diversification and asset allocation approach across multiple investment platforms and strategies.

Amy Wallace is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Mutual Advisors, LLC and Mutual Securities, Inc., having previously held roles at TIAA-CREF, Ameriprise Financial Services, AXA Advisors, MDF Estate Planning, Citibank, and Merrill. Mutual Advisors, LLC is an SEC-registered advisory firm managing approximately $6.75 billion through 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and other services to individuals, institutions, trusts, and retirement plans, employing a combination of passive and active investment strategies tailored to client objectives.

Donovan Martucci is a CFP® professional with three years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. His background includes roles at Kestra Investment Services and previous employment at the University of Utah and Costco Wholesale. Martucci serves as managing partner of Elevated Private Wealth Advisors and holds a board position as Treasurer for Wasatch Community Gardens. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities, offering a range of advisory services such as portfolio management, financial planning, and access to alternative investments.

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.