Fred Schwendiman is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He has worked at several firms, including AE Wealth Management, Brookstone Capital Management, and Heritage Wealth Management, where he has also sold life and annuity insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and asymmetric rebalancing, to tailor investment advice.

Connor Pay is a financial advisor at CW Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining CW Advisors, he played professional football for one year in the National Football League and was a collegiate football player at Brigham Young University. He continues to be involved with Brigham Young University Football. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a wide range of clients including individuals, families, trusts, estates, charitable organizations, and institutions, employing a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Michael Costa is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and one year of industry experience. He is also the owner and producer of Summit Studios, a media production company that creates educational and promotional content for small businesses. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

Jacob Pulver is a financial advisor at Kingswood Wealth Advisors, LLC in Lehi, Utah, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Kingswood Capital Partners, Xton Financial, and MyWallSt Advisory. Outside of his advisory role, he is involved in offering fixed life and annuity insurance products as an insurance producer. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

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.

David Whitworth is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 13 years at the firm and 9 years of industry experience. He holds the Series 65 credential. 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 and delivers ongoing services primarily through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.

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.

Dallan Graham is a CFP® professional with one year of experience at Trek Financial. He previously worked in accounting and tax and served as a voluntary missionary for five years. 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 and non-fiduciary services. The firm employs a combination of strategic and tactical investment approaches and integrates artificial-intelligence tools under human review to support portfolio management and client communication.

Nicholas Rose is a CFP® professional with 15 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2022. Prior to that, he spent over a decade at Fidelity Investments in various advisory roles. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and provides services including comprehensive planning, discretionary portfolio management, and consulting for retirement plans and donor-advised funds.

Cameron Rankin is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation and having three years of industry experience. Prior to joining B.O.S.S. Retirement Advisors in 2022, he worked at CertainTeed and served in educational roles within local school districts. 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 primarily through co-managed arrangements and referrals to third-party money managers, utilizing model portfolios and external managers for portfolio construction and oversight.

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.