Zaccary Call is a CFP® with 19 years of industry experience, currently serving as an advisor at Capita Financial Network, LLC since 2018. His prior experience includes roles at Allegis Investment Advisors and Fidelity. Outside of his advisory work, he maintains interest in personal business activities unrelated to investment management. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, as well as high-net-worth clients, 401(k) plans, and small businesses. The firm uses tailored financial plans and risk-based model portfolios sub-advised by third-party managers, conducting due diligence on private funds and employing standard portfolio performance metrics.

Andrew Flanders is a financial advisor at Foundations Investment Advisors LLC with a Series 65 license and one year of industry experience. His prior work includes roles at Stauffer Retirement Planning, Tandem Ventures, and Brigham Young University. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses model portfolios and an asymmetric rebalancing approach, combining fundamental, technical, and cyclical analysis, and often employs third-party sub-advisers and custodians such as Schwab, Fidelity, and Pershing.

Abby Morton is a CFP® professional with four years of industry experience. She is currently with Forefront and has previously worked at Elements Money, LLC, Elements Technology, Inc., and Aquire Wealth Advisors, LLC dba Dentist Advisors. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, financial planning, estate-planning coordination, and cash-management services through customized portfolios and a multi-advisor structure.

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.

Hayden Adams is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Fidelity Investments and Utah Valley University. Adams served in the U.S. Marine Corps from 2019 to 2022. 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 primarily uses co-managed arrangements with AE Wealth Management and referrals to third-party money managers to construct diversified portfolios.

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.

Adam Lallas is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with B.O.S.S. Retirement Advisors, LLC and previously worked at Capstone Financial Advisors, Inc. He also provides tax preparation services as a sole proprietor in Payson, UT. B.O.S.S. Retirement Advisors offers 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 in assets and primarily operates through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, using model portfolios and external managers to construct diversified allocations.

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.

Tyson Thacker is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with B.O.S.S. Retirement Advisors and its related entities since 2014. Outside of his advisory role, Thacker is involved in several entrepreneurial ventures including managing roles in publishing, solar energy, marketing, and capital funding companies. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes a model portfolio approach with external managers to create diversified allocations and primarily delivers services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

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.

Stace Jensen is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with IP Financial Advisory Services since 2020 and is also associated with Innovation Partners LLC. Additionally, he operates an insurance agency offering a range of health, disability, life, and long-term care insurance products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting services. The firm employs a variety of analytical approaches and offers discretionary portfolio management, emphasizing service to non-high-net-worth investors and retirement plan participants.