Glen Kavanagh is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Eagle Strategies, New York Life, Encompass More Asset Management LLC, and Fidelity Investments. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation process and offers discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services.

Kimberly Mallas is a financial advisor with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Lone Peak Advisers and International Assets Advisory, LLC. Outside of her advisory work, she serves as a life and health insurance agent and holds ownership in a family estate enterprise. Consolidated Portfolio Review is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers a range of managed accounts and financial planning services, with investment strategies tailored by independent advisors using strategic asset allocation combined with fundamental and technical analysis.

Elijah Higham is a financial advisor at Encompass More Asset Management LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Unified Wealth, iTrust Capital, Family First Life, and a teaching role at the University of Utah. Encompass More Asset Management provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, managing approximately $985 million across about 4,000 clients through 85 advisers.

Tyler Bolyard is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Kestra in 2020. Outside of advisory work, he is an owner of Elevated Insurance Advisors, where he contributes to insurance planning and strategy. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individual and institutional clients. The firm oversees a broad range of investment products and platforms, managing approximately $13.45 billion in client assets across 208 advisors.

Wayne Clark is a financial advisor at Diversify Advisory Services, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DFPG Investments, LLC, ARS Investment Advisors, Inc., Allegis Investment Services, and Luxfer HEI. Outside of advisory work, he is involved with The Kira Group, LLC, a private engineering company focused on the design and manufacturing of composite high-pressure vessels for aerospace and commercial markets. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach using a combination of internal and third-party investment models across multiple platforms and offers a broad range of portfolio management and consulting services.

John Anderson is a financial advisor at Diversify Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity Investments and DFPG Investments, Inc. Outside of advising, he is involved in several holding companies related to equity ownership and personal real estate investing. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using various internal models and third-party platforms, offering a broad selection of investment instruments and strategies.

Andrew Parsons is a Certified Financial Planner® with six years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. Prior to joining CW Advisors, he worked at Parsons Capital Management, LLC, and he also spent three years at Rutgers University. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG strategies, and operates within a larger corporate structure that provides additional trust, lending, and alternative investment services.

Matt Jackson is a Financial Consultant currently working at Fidelity Investments since 2022. He has held positions as a Financial Consultant at E*TRADE from 2017 to 2022 and as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. Matt is a Certified Financial Planner focused on understanding clients' unique needs and goals through a collaborative approach to build holistic financial plans. He holds a California Insurance License and specializes in creating financial strategies tailored to individual priorities. Outside of his professional work, Matt enjoys boating, camping, family activities, music, and traveling.

John Taylor is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Tucker Asset Management LLC and has previously worked at AE Wealth Management, Horter Investment Management, and Heritage Financial Place, where he serves as president and CEO and is involved in insurance sales. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation approach and offers access to alternative investments through its integration with the CAIS platform.

Brandon Baiamonte is a CFP® and CFA® with four years of industry experience. He has been with Mission Wealth Management, LP since 2021 and previously worked as a self-employed advisor and at Alta Bay Capital, LLC. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients, offering wealth management and financial planning through tiered service models. The firm emphasizes customized, long-term investment strategies using a broad range of assets and provides additional services such as tax-aware trading, third-party sub-advisors, and cross-border planning.

Nicholas Smith is a financial advisor at Crewe Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services and Courage Capital Management. He completed an MBA at Vanderbilt University. Crewe Advisors provides portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis, often managing accounts on a discretionary basis and utilizing private pooled vehicles with performance-based fee arrangements.

Megan Palazzo is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Vanderbilt Securities, LLC, Geneos Wealth, and Equitable Advisors. Outside of advisory work, she owns Granite Canyon Wealth, a DBA under her Palazzo Wealth LLC, and occasionally works as a fixed insurance producer. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary managed accounts and proprietary tactical ETF model portfolios. The firm supports independent advisors using strategic asset allocation and various investment approaches, offering access to both in-house models and third-party sub-advisors.

Christopher Cook is a financial advisor at Diversify Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Diversify Wealth Management since 2024, with prior roles at Dfpg Investments, Inc. and Diversify, Inc. Outside of advisory work, he serves as a director for The Emily Cook Dyches Memorial Foundation, a nonprofit assisting women with perinatal mood disorders. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and third-party models, offering discretionary and non-discretionary management aligned with client objectives and fiduciary requirements.

Michael Bennett is an Investment Advisor Representative with Crewe Advisors and holds Series 63 and Series 65 designations. He has 18 years of industry experience and has been with Crewe Capital since 2015. Bennett serves on the board of CharityVision, a nonprofit focused on addressing global blindness issues, and is involved with the Crewe Cup, an annual golf tournament that donates its profits to charity. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, and insurance companies. The firm’s investment approach integrates fundamental, technical, and quantitative analysis and includes discretionary management and private fund sponsorship.

Gregory Caldwell Jr. is a CFP® professional with 13 years of industry experience. He is currently affiliated with Diversify Wealth Management, LLC and has previously worked at LJCooper Capital Management and DFPG Investments, Inc. Outside of his advisory work, he manages Critter's Custom Creations, LLC, a business focused on creating and selling custom art, including T-shirts, metalwork, and epoxy art. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and other institutions, offering a range of financial services including investment management and family office services. The firm employs a tactical diversification approach and utilizes both internal and third-party strategies across multiple platform options.

John Beatson Jr. is a financial advisor at Sepio Capital, LP with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sepio Capital since 2018, following 13 years at Marshfield Associates. Based in Salt Lake City, UT, he is part of a 19-advisor team. Sepio Capital is an SEC-registered investment adviser managing approximately $4.46 billion in client assets as of December 31, 2025. The firm serves high-net-worth individuals, families, trusts, charitable organizations, businesses, and institutional investors, using a long-term, fundamentals-driven investment approach across proprietary strategies and independent managers.

Charles Maynes is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked with B.O.S.S. Retirement Solutions, LLC and B.O.S.S. Retirement Advisors, LLC since 2014. 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 manages approximately $1.38 billion on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Logan Burrell is a financial advisor at Interactive Financial Advisors holding a Series 65 designation. He has one year of industry experience, including prior roles at SJI Financial Services and various positions outside the financial sector. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs a multi-advisor network approach and integrates fundamental analysis with Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios.

Rachael Scott is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. Her prior roles include positions at AI Tech and J.P. Morgan Securities. 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, primarily using model portfolios and outside managers to construct diversified allocations while acting as liaison and providing periodic oversight.

Rod Cushing is a financial advisor with Kovack Advisors, Inc. in Salt Lake City, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Cambria Capital, LLC, and RBC Capital Markets Corporation. In addition to his advisory work, he serves as a personal representative and co-trustee of a family trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a combination of internally developed models and third-party managers to manage portfolios through an Envestnet-supported platform.