Gregory Billow is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Kestra in 2018. Outside of his advisory role, Billow is an officer of Cloudbase Inc, a company involved in managing brokerage accounts, and he has also engaged in acting as a student. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of investment management, financial planning, and retirement services while supporting independent advisor decision-making with various platform options and third-party solutions.

Alison Drews is a financial advisor with Capita Financial Network, LLC and holds a Series 65 designation. She has two years of industry experience, including prior work at Fisher Investments. Capita Financial Network serves individuals, 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 recommending third-party subadvisors, while managing accounts invested across multiple asset classes.

Barton Wagstaff is a CFP® with 14 years of industry experience, currently serving at Capita Financial Network, LLC since 2018. Prior to joining Capita, he worked at Fidelity Investments from 2012 to 2018. Outside of his advisory role, he maintains a personal holdings entity, M3 Wealth LLC. Capita Financial Network serves individuals, 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 recommending third-party subadvisors, while managing a diversified range of investment vehicles.

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 at Geneos Wealth Management, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Geneos since 2013. Outside of her advisory role, she serves as president of the Enchanted Estates Homeowners Association. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority.

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.

Christopher Stokes is a financial advisor at Principal Advised Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities LLC and JPMorgan Chase Bank in Utah. His background also includes experience at the Opponent Combat Control Academy. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm combines third-party and proprietary models and operates within the Principal Financial Group family, leveraging its affiliated entities for investment products and services.

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.

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, Incorporated, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Securities America Advisors, among others. She owns TruNorth Investment Management, an independent advisory practice offering insurance and fixed annuity products. Silver Oak Securities, Incorporated provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a network of more than 100 financial professionals. The firm delivers personalized portfolio management and unified managed account programs, combining internal and third-party due diligence with ongoing account reviews and reporting.

Alec Perschon is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds a Series 66 designation and has held roles at Kestra Investment Services, Blockchain at Utah, and the University of Utah. Outside of advisory work, he is a managing partner at Elevated Private Wealth Advisors and also works as a model for McCarty's Talent Agency. Kestra Private Wealth Services serves a diverse client base including individuals, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, and a range of investment solutions across multiple advisory platforms.

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.

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.