Cassidy O'Brien is a financial advisor at RFG Advisory, LLC with six years of industry experience. He holds the Series 65 designation and has previously worked with BOSS Retirement Advisors, LLC, BOSS Retirement Solutions, LLC, Vista Treatment Center, and Universal Business Insurance. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive strategies, direct indexing, and tax-aware approaches to portfolio management, and serves a diverse client base with offerings that include alternative investments and annuity management.

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.

John Larsen is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 credential. He has one year of industry experience, with prior roles including work at the Utah Division of Technology Services and Brigham Young University. Crewe Advisors provides portfolio management and financial planning services to a mix of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and is noted for advising and sponsoring private pooled vehicles and serving insurance company clients.

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.

Ryan Halliday is a financial advisor with Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Crewe Advisors since 2014. Outside of his advisory role, Halliday serves as managing director of Crewe Insurance Advisors, LLC. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a combination of fundamental, technical, and quantitative analysis and manages client accounts primarily on a discretionary basis.

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.

Jarrod Perry is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Crewe Advisors since 2022. Prior to joining Crewe Advisors, he worked at KeyBank National Association for eight years. Perry holds a Series 66 license and is based in Salt Lake City, UT. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a multifaceted investment approach that integrates fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

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.

Brian Bevan is a CFP® with 18 years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC since 2024. He previously worked for Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024, and for Citigroup Global Markets from 2008 to 2009. Outside of his advisory work, he serves on the finance committee of Scouts BSA. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering strategic asset allocation through model portfolios and integrated multidisciplinary planning via its parent company, CliftonLarsonAllen LLP.

Jonathan Kerby White is a financial advisor at B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation. He has been with B.O.S.S. Retirement Advisors and its related entities since 2026. 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 and utilizes a client assessment process followed by diversified allocations through model portfolios and outside managers.

Garrett Wozniak is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and Capital Wealth Advisors. 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 and delivers services primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money 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.

Megan Slatter is a Series 65 licensed financial advisor with 10 years of industry experience. She has worked at Crewe Advisors, LLC since 2018 and previously spent two years with Regent Street Advisors. Based in Salt Lake City, UT, she is part of a team of 26 advisors at Crewe Advisors. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a diverse investment approach that integrates fundamental, technical, and quantitative analysis, offering discretionary management and balancing allocation across clients.

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 six years of industry experience. He holds the Series 65 designation and has worked with firms including Coppell Advisory Solutions LLC and Visionary Wealth Management, Llc. Outside of his advisory role, Pesci is the owner of Sempre Avanti, LLC dba Momentum Wealth, an insurance sales and services business. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a turnkey asset management platform, offering discretionary portfolio management, access to third-party managers, and customized financial planning. The firm uses a strategic asset allocation approach supported by an investment committee and manages diversified portfolios across various asset classes.

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.

Travis Peugnet is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Crewe Advisors and previously spent several years at Olympus Wealth Management and Bank of America. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm uses a combination of fundamental, technical, and quantitative analysis in its investment approach and is notable for advising private pooled vehicles and serving insurance company clients.

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.