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.

Kerry Severn is a CFP® professional with 32 years of industry experience, currently with Ashton Thomas Private Wealth since 2020. Prior to this, he held advisory roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of advising, he occasionally works as a substitute school teacher in the Canyons School District. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm utilizes a platform model with access to mutual funds, ETFs, third-party managers, and various strategies such as options and selective cryptocurrency exposure.

Steven Edgren is a CFA® charterholder with 22 years of industry experience. He is currently with Sepio Capital, LP, where he has worked since 2020. Prior to that, he spent ten years at Morgan Stanley Smith Barney and five years at Morgan Stanley Private Bank. Outside of his advisory role, he manages an e-commerce account on Amazon. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, with a focus on fundamental analysis and a generally long-term investment approach.

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.

Elizabeth Guerrero is a financial advisor at Capita Financial Network, LLC with a Series 65 credential and four years of industry experience. Her prior work includes roles at EP Wealth Advisors and Financial Insight Center, as well as positions outside finance at Cat Cora's Kitchen and Utah Community Action. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses with financial planning and discretionary investment advisory services. The firm uses client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, and manages accounts across a variety of investment types.

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 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Citigroup Global Markets, Yellowstone Partners, and Crown Capital Securities. Outside the investment field, he is involved in several family and business ventures, including co-ownership in a family LLC and a restaurant import company. Dynamic serves a diverse client base that includes individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm emphasizes long-term, client-specific portfolio construction and provides a range of services such as discretionary portfolio management, financial planning, and support for other advisors through research, technology, and sub-advisory offerings.

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.

Trevor Stauffer is a financial advisor at Trajan Wealth, L.L.C. with 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Navigate Private Wealth LLC, Allegis Investment Services, and Coign Capital Advisors, LLC. Outside of advisory work, he is involved in insurance sales. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various entities. The firm follows a long-term, disciplined investment approach with portfolios tailored to client-specific factors and offers alternative private-market investments alongside integrated tax, estate, and insurance planning services.

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.