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.

Todd Storrs is a financial advisor with Capita Financial Network, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, Inc., and Schwab Wealth Advisory, Inc. 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, and manages a range of investment vehicles including mutual funds, ETFs, equities, fixed income, options, and private funds.

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.

Zachary Geertsen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Capita Financial Network, LLC since 2020. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Capita Financial Network serves individuals, retirees, 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 range of investment vehicles including mutual funds, ETFs, equities, fixed income, options, and private funds.

Charles Reimers is a financial advisor with Avantax Planning Partners, Inc. based in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at Cetera Wealth Services, Burrus Financial Services, and Scottrade, Inc. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary portfolio management.

Ronald Sperry is a financial advisor with Blueprint Financial Advisors in Alpine, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Diamond Wealth Management, Ashton Thomas Private Wealth, and Charles Schwab. Outside of advising, he contributes as a health researcher for Bateman Home Center. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension plans, and nonprofits with portfolio management, financial planning, and retirement consulting. The firm manages approximately $1.4 billion in assets, employing a strategic-and-tactical investment approach that utilizes trend-following and momentum rules to manage globally diversified portfolios.

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.

Lahn Simmons is a financial advisor at Trek Financial with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at World Equity Group from 2015 to 2019. Simmons is also an independent agent involved in the sale and service of non-registered insurance products. Trek Financial serves individual, high-net-worth, and institutional retirement plan clients, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a combination of strategic and tactical investment approaches, leveraging AI tools and a broad range of systematic strategies and alternative investment options.

Tyson Long is a CFP® with 15 years of industry experience, currently affiliated with Capita Financial Network, LLC. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Investments since 2011. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving both individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm typically implements risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

Jayson Mcginnis is a financial advisor with Capita Financial Network, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Capita Financial Network since 2019 and previously spent over a decade with Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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, and manages a broad range of investment types including mutual funds, ETFs, equities, fixed income, options, and private funds.

Brian Ward is a Series 65-licensed financial advisor with 14 years of industry experience. He is currently with RFG Advisory, LLC and has previously worked with B.O.S.S. Retirement Solutions, LLC and B.O.S.S. Retirement Advisors, LLC. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of active and passive investment strategies, tax-aware approaches, and alternative investments, and serves a diverse client base including state and municipal clients as well as investment companies.

Derek Tanuvasa is a CFP®-designated financial advisor with six years of industry experience. He is currently with Soltis Investment Advisors, LLC and has previously worked at Fidelity Investments, DFPG Investments, FirstPurpose Wealth, Merrill Lynch - Bank of America, Vivint, Inc., and Utah Valley University. 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.