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.

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.

Craig Martucci is a financial advisor with Kestra Private Wealth Services, LLC in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kestra since 2014. Outside of his advisory work, he is involved with the Boys and Girls Club, helping to raise awareness and funds for the charity, and serves as a defensive coach for a high school girls football team. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms and supports both discretionary and non-discretionary account arrangements.

Jason Collier is a CFP® and ChFC® with 26 years of industry experience. He is currently with Diversify Advisory Services, LLC and DFPG Investments, having previously worked at Ameriprise and Ameriprise Financial Services, Inc. Collier maintains an inactive business entity for potential future use and co-owns several real estate-related ventures. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach, utilizing various internal models and third-party solutions across multiple platforms and a broad range of investment instruments and strategies.

Ammon Christensen is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, holding a Series 65 license with six years of industry experience. He has been with Soltis since 2016, with prior experience at Brigham Young University from 2015 to 2018. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs an investment process based on Modern Portfolio Theory combined with quantitative and qualitative analysis, offering a range of investment options including ETFs, equities, fixed income, and alternatives.

Quentin Robb is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63, Series 65, and Series 66 designations and 17 years of industry experience. His prior roles include positions at Vanderbilt Securities, LLC, Transitional Broker LLC/Lone Peak Advisers, Patriot Arms Corp., and One World Translation. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation combined with fundamental and technical analysis.

Zachary Ahlmer is a financial advisor with Diversify Advisory Services, LLC holding a Series 66 designation and two years of industry experience. His prior work includes roles at CETERA Advisor Networks LLC, Voya Financial Advisors, Inc., and Glide FG, as well as academic positions at Southern Utah University. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation, offering a variety of portfolio management models and financial planning services.

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.

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 CFP® with six years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2025. Prior to joining CW Advisors, he operated Parsons Capital Management, LLC from 2019 to 2025 and worked at Rutgers University from 2016 to 2019. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach using a mix of active, passive, quantitative, and ESG strategies, and supports other advisers through its sub-advisory and operational outsourcing 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 in Salt Lake City, UT, with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at SunTrust Advisory Services and Courage Capital Management. He earned an MBA from Vanderbilt University. 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 comprehensive investment approach that integrates fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

Megan Palazzo is an advisor at Consolidated Portfolio Review Corp with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Vanderbilt Securities, Geneos Wealth, and GWN Securities Inc. Outside of advisory work, she maintains ownership of Palazzo Wealth LLC and a trademarked DBA, Granite Canyon Wealth. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary managed accounts, as well as proprietary model portfolios and third-party platforms. The firm supports a range of investment approaches implemented by independent advisors, leveraging strategic asset allocation combined with fundamental and technical analysis.