Jonathan Liles is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Waterloo Capital and CHIPOTLE. Outside of his advisory role, he serves as a paraplanner for Lighthouse Financial Rogers Arkansas. Diversify Advisory Services is an SEC-registered firm that serves individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

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.

Joshua Flade is a CFA charterholder with seven years of industry experience, currently serving as an advisor at OneSeven since 2024. He previously worked at TownSquare Capital for six years and Ensign Peak Advisors for three years. Outside of his advisory role, Flade hosts the educational podcast "Building Better," chairs a committee at the CFA Society Salt Lake, and serves as an assistant ward clerk handling finance for his local church. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios, utilizes independent managers and third-party platforms, and maintains an affiliation with MGO Inc. to enhance its retirement-plan consulting services.

Peter Woodring is a financial advisor at Mission Wealth Management, LP with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cypress Partners, LLC for 10 years. Outside of his advisory role, he is also employed as a cross-utilized agent at SkyWest Airlines in a non-investment capacity. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

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® with 19 years of industry experience, currently serving as an advisor at Capita Financial Network, LLC since 2018. His prior experience includes roles at Allegis Investment Advisors and Fidelity. Outside of his advisory work, he maintains interest in personal business activities unrelated to investment management. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, as well as high-net-worth clients, 401(k) plans, and small businesses. The firm uses tailored financial plans and risk-based model portfolios sub-advised by third-party managers, conducting due diligence on private funds and employing standard portfolio performance metrics.

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 with three years of industry experience. He is currently with Diversify Advisory Services, LLC and has prior experience at DFPG Investments, Inc., Foresight Wealth Management, and DMBA. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm’s investment approach focuses on tactical diversification and individualized asset allocation tailored to client goals, employing a variety of portfolio models and access to alternatives and customized strategies.

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.