Tiffany Mounteer is a financial advisor at Diversify Advisory Services, LLC with six years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Diversify Advisory Services in 2025, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2018 to 2025 and was employed at Hobby Lobby from 2014 to 2018. Diversify Advisory Services provides investment advisory and financial planning to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm’s investment approach emphasizes tactical diversification and incorporates various models and strategies across multiple platforms.

Warren Curtis is a CFP® with 26 years of industry experience, currently serving at Interactive Financial Advisors. He has worked at Fortune Financial Services, Brooklight Place Securities, and Gwn Securities prior to his ongoing tenure at Interactive Financial Advisors since 2005. He is also licensed as a fixed insurance agent. Interactive Financial Advisors serves individual clients, including high-net-worth and non-HNW individuals, as well as pension plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, employing asset-allocation models across risk profiles and utilizing ETFs and mutual funds through branded programs like Invest With Trust and Legacy.

David Eaton is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including previous roles at Navigate Private Wealth LLC and Allegis Investment Services. In addition to his advisory work, he is a partner at Alpine Peaks Consulting, providing accounting, tax advice, and tax preparation. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm employs a range of investment strategies including discretionary and non-discretionary portfolio management and financial planning, serving more than two hundred advisors and managing over $10 billion in discretionary assets.

Jared Johnsen is a financial advisor at Trek Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2008, with a four-year tenure at World Equity Group from 2015 to 2019. Outside of his advisory role, he is involved as an associate for BCJ Financial Group, focusing on health and disability insurance brokerage. 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 retirement-plan fiduciary services. The firm employs a combination of strategic and tactical portfolio management techniques, including the use of artificial intelligence tools and a diverse range of systematic and alternative investment models.

Timothy Brann is a CFA® charterholder with 13 years of industry experience. He has been with Soltis Investment Advisors, LLC since 2019 and previously worked at SlateStone Wealth, LLC and BP Wealth Management, LLC. He is based in Salt Lake City, UT. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Mark Johnson is a financial advisor at Interactive Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interactive Financial Advisors since 2005 and GWN Securities Inc. since 2010. Outside of his advisory work, Johnson serves as a service missionary with his church. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives and uses a combination of ETFs and mutual funds, supported by tools such as Modern Portfolio Theory and the TIFIN Wealth Risk profiler.

Donald Wiscomb is a financial advisor at Dynamic with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Dynamic Wealth Advisors dba Fortress Asset Management since 2018. His prior experience includes roles at Crown Capital Securities and Yellowstone Partners. Outside of advising, he is involved in several business ventures, including acting as an independent insurance agent and holding ownership interests in a family business and an import company. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other registered investment advisers. The firm provides portfolio management, financial planning, retirement services, and supports other advisers with technology, compliance, and sub-advisory services.

Roger Carter is a financial advisor with Sepio Capital, LP, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in ranching operations as a general partner and owner of two ranch businesses in Utah and Oregon, and he serves as a co-trustee for a charitable trust and participates in estate planning trusts. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs proprietary strategies combined with allocations to independent managers, focusing on fundamental analysis and a long-term orientation while allowing flexibility for shorter-term trading.

Raymond De Witt Jr. is a financial advisor at Realta Investment Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including DeWitt Wealth Management, LLC and Concorde Investment Service, LLC. Outside of advisory roles, he serves on the Board of Directors for Safari Club International, a wildlife conservation and hunting organization. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice using asset allocation strategies and offers a variety of portfolio management options, including third-party managers and held-away account aggregation.

Cade Mellies is a financial advisor at Crewe Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Crewe Capital since 2016. Outside of his advisory work, he helps organize the Crewe Cup, a charity golf tournament, and occasionally provides Romanian interpretation services for Utah courts and hospitals. Crewe Advisors offers portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Colton Jensen is a financial advisor at Diversify Wealth Management, LLC with nine years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at DFPG Investments and Fidelity. Outside of advising, he serves in the US Army National Guard and is involved in an aviation leasing business, JC Aviation LLC. 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 employs a tactical diversification and asset allocation investment approach, utilizing a variety of instruments and multiple platform options across more than 50 investment adviser representatives.

Riley Johnson is a financial advisor at Dynamic with three years of industry experience. He holds the Series 65 designation and has been with Dynamic Wealth Advisors and Fortress Asset Management since 2018. Prior to his advisory career, he was a full-time student from 2010 to 2018. Dynamic serves a diverse range of clients, including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support to other advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides integrated technology, compliance support, and research services to unaffiliated registered investment advisers.

Samuel Gardiner is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Grandeur Peak Global Advisors for five years. His background also includes roles at the University of Utah and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Mark Miller is a CFP® and ChFC® with 36 years of industry experience, currently serving as a financial advisor at Vanderbilt Advisory Services. His prior roles include positions at Ultimate Home Lending, LLC and Grove Point Advisors, LLC. Outside of finance, he has worked as an actor in television, film, and theatre. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and utilizing a blend of fundamental, technical, and charting analysis.

Daniel Teague is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at DFPG Investments, LLC, Amazon Payments, Inc., Gradient Securities, LLC, U.S. Bank, and U.S. Bancorp Investments, Inc. Outside of advisory services, he is a member of Two Harbors Capital, LLC, a holding company based in Sandy, Utah. 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, offering a broad range of instruments and strategies across multiple platforms.

Ashley Landon is a Series 65-licensed financial advisor at Crewe Advisors with nine years of industry experience. She has been with Crewe Advisors since 2015. Outside of her advisory role, she provides part-time bookkeeping services for a small business in Mountain View, California. Crewe Advisors offers portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis and provides discretionary management guided by documented client risk tolerances.

Jackson Casper is a Series 65-licensed financial advisor with three years of industry experience. He has been with Sepio Capital, LP since 2021 and previously held roles at InvestmentBank.com, Phytomer USA, Vivint Solar, and the Church of Jesus Christ of Latter-day Saints. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, charitable organizations, businesses, and institutional investors. The firm employs a long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers across various asset types, including mutual funds, ETFs, individual securities, private funds, and digital assets.

Steven Ahlmer is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has previously worked at DFPG Investments, LLC, Cetera Advisor Networks LLC, and Voya Financial Advisors. Outside of his advisory role, he owns GFG Tax Planners, a tax education and referral business. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification investment approach utilizing a variety of platforms and strategies tailored to client objectives.

Caden Keate is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, with two years of industry experience. He holds a Series 65 designation and previously worked at Ryan Valuation and Mister Car Wash. He has also been involved with BYU Outdoors Unlimited and has experience with various organizations including The Church of Jesus Christ of Latter-day Saints and Trek Bicycle Corporation. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory-based approach with quantitative screening and qualitative due diligence across a range of investment types, managing approximately $13 billion in client assets.

Jedd Wilson is a financial advisor at Soltis Investment Advisors, LLC with 31 years of industry experience. He holds Series 65, 66, and 63 credentials. Prior to joining Soltis in 2018, he worked at Independent Financial Group LLC for four years. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence in its investment process.