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.

Melanie Tinling is a financial advisor with Capita Financial Network, LLC, holding a Series 65 credential and five years of industry experience. Prior to joining Capita Financial Network in 2021, she worked at HCA Healthcare and Lighten Home Health & Hospice. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm uses risk-based model portfolios sub-advised by third-party managers and offers tailored financial plans along with access to private fund opportunities.

Craig Martucci is a financial advisor with Kestra Private Wealth Services, LLC in Austin, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Kestra since 2014. Outside of his advisory role, Martucci serves as a member of the Boys and Girls Club, helping to raise awareness and funds for the charity, and coaches girls' football as a defense coach. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, wrap-fee programs, and retirement plan services, supporting advisors with multiple investment platforms and both in-house and third-party managed solutions.

David Hill is a CFP® professional with 26 years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Diamond Wealth Management, LLC, and Capital Guardian Wealth Management, LLC. Outside of his advisory work, he is involved as an insurance agent with Silverhill Life, LLC and operates as an independent insurance agent. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework that incorporates global diversification and trend-following rules to guide portfolio adjustments.

Danford Nelson is a financial advisor at Capita Financial Network, LLC with a Series 65 designation. He has one year of industry experience, including prior roles at Holistiplan and several technology and finance-related companies. 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 to select investments.

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.

Tyler Schenk is a financial advisor with Capita Financial Network, LLC, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Aptive Environmental and Utah Valley University. 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 employs risk-based model portfolios and third-party subadvisors to tailor investment strategies aligned with each client’s financial plan and objectives.

Laura Wilcox is a financial advisor with Capita Financial Network, LLC, holding a Series 65 designation and six years of industry experience. She has been with Capita Financial Network since 2018 and previously worked at Brigham Young University and served a mission for the Church of Jesus Christ. 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 uses risk-based model portfolios sub-advised by third-party managers and offers access to private funds and tailored financial plans.

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. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, he is an owner of Elevated Insurance Advisors, where he consults on insurance strategy and client protection. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and planning services while supporting advisor decision-making with access to various platforms and managed solutions.

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.

Cassandra Myers is a financial advisor at Capita Financial Network, LLC with five years of industry experience. She holds a Series 65 designation and has been with Capita Financial Network since 2013. Outside of her advisory role, she is the sole member of Cosslett LLC, a non-investment related business. 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 risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

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.