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 bringing 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Outside of his advisory work, he is owner of Elevated Insurance Advisors, where he consults on insurance strategy and client wealth protection. Kestra Private Wealth Services delivers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with a diverse range of investment products and specialized offerings. The firm manages approximately $13.45 billion in client assets and supports advisors with institutional resources and operational capabilities.

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. He previously worked at Parsons Capital Management, LLC from 2019 to 2025 and spent three years at Rutgers University. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, pension plans, and other registered investment advisers, employing a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

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® with 20 years of industry experience, currently serving as an advisor at Tucker Asset Management LLC. His career includes roles at AE Wealth Management, Horter Investment Management, Heritage Financial Place, and Cetera Wealth Services. In addition to his advisory work, he is President and CEO of Heritage Financial Place, where he is involved in insurance sales and services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down macroeconomic approach to asset allocation and integrates alternative investments, implementing portfolios on a discretionary basis.

Brandon Baiamonte is a CFP®, CFA®, and Series 66-licensed advisor at Mission Wealth Management, LP with four years of industry experience. His prior roles include positions at Alta Bay Capital, LLC, and Ball Ventures, LLC, as well as a period of self-employment. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach integrating investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a range of investment vehicles and both discretionary and client-directed account management.

Nicholas Smith is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding Series 65 and Series 63 licenses with eight years of industry experience. His prior roles include positions at Courage Capital Management and SunTrust Advisory Services. He completed an MBA at Vanderbilt University during a career pause between 2019 and 2021. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a multi-disciplinary investment approach incorporating fundamental, technical, and quantitative analysis, managing accounts primarily on a discretionary basis.

Jordan Brown is a financial advisor at Capita Financial Network, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B.O.S.S. Retirement Solutions, LLC, B.O.S.S. Retirement Advisors, LLC, and Discover. 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 conducts due diligence on private fund opportunities.

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® with 13 years of experience in the financial services industry. He is currently with Diversify Wealth Management, LLC and has prior experience at DFPG Investments, Inc. and LJCooper Capital Management. Outside of advisory work, he manages Critter's Custom Creations, LLC, a business that sells original art including T-shirts, metal work, and epoxy art. Diversify Wealth Management, LLC offers investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm emphasizes tactical diversification and asset allocation, utilizing a variety of investment instruments and 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 licenses and bringing 11 years of industry experience. He has been with B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors 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 in discretionary assets, 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.