Jesse Mitchell is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Crewe Capital in 2020, he worked at Kentson Car Company and Spring Mobile Communications. Crewe Advisors provides ongoing portfolio management and financial planning to a diverse client base, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a multi-faceted investment approach combining fundamental, technical, and quantitative analysis and is noted for advising private pooled vehicles and explicitly serving insurance company clients.

Joseph Broadbent is a financial advisor at Diversify Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Diversify Wealth Management since 2024 and Dfpg Investments, Inc. since 2011. Outside of advisory work, he is involved in real estate sales and marketing activities and manages developer and investor relationships through related business entities. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, and fiduciary services. The firm employs a tactical diversification and asset allocation approach across multiple platform options and a broad range of investment instruments.

Ma Kenzie Losee is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Diversify Wealth Management, she worked at K-Lo Studio and J Roberts Salon. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach using a mix of internal and third-party strategies across multiple platform options.

Daniel Sudit is a financial advisor at Crewe Advisors with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Zions Capital Advisors and Goldman Sachs Wealth Services. He has been with Crewe Advisors since 2015. Crewe Advisors provides portfolio management and financial planning services to a range of individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis and offers discretionary management alongside access to third-party managers.

Ross Wamsley is a financial advisor with St. Bernard Financial Services, Inc. He holds Series 63 and Series 66 credentials and has 17 years of industry experience. His prior firms include Voya Financial Advisors, Questar Asset Management, Merrill, and Edward Jones. Outside of advising, he is also an independent insurance agent selling fixed insurance products. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation. The firm employs a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, typically managing assets on a non-discretionary basis.

Louissa Powers is a financial advisor at Northwest Asset Management in Salt Lake City, UT. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles outside the financial industry, such as positions with Wylder Hospitality Group and Sawtooth Adventure Company. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs a strategic asset allocation approach using diversified ETFs, mutual funds, and individual securities, and provides a range of services including investment management, financial planning, consulting, and tax preparation.

Amy Babbel is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked with Kestra since 2014 and has prior experience at RBC Wealth Management. In addition to her advisory role, Amy operates a consulting business focused on back office operations and serves as a notary. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm offers a range of investment products and platforms, supporting discretionary and non-discretionary accounts with specialized services including annuity subaccount management and 529 plan services.

Earl Good is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and 24 years of industry experience. Before joining Vanderbilt in 2021, he was affiliated with Reutemann Financial Solutions, Research Financial Strategies, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is chairman and co-owner of Bill Good Marketing, a marketing firm he has managed since 1977, and earns royalties from published books. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that combines fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, providing a comprehensive advisory and plan administration offering.

Mitchell Plant is a financial advisor at Diversify Advisory Services, LLC with six years of industry experience. He holds a Series 66 designation and has worked at DFPG Investments, Butler Financial Advisors, Fidelity Investments, and Wells Fargo. Outside of his advisory role, Plant is involved in providing respite care for a disabled individual. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment strategies and fee structures tailored to client needs.

Cole Einerson is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 credential and having six years of industry experience. His prior roles include positions at DFPG Investments, LLC, FirstPurpose Wealth, and TD Ameritrade. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to clients' goals and risk tolerance.

Angela Woodhead is a Series 66-licensed financial advisor with Sound Income Strategies, LLC, based in Salt Lake City, UT. She has two years of industry experience and has worked previously at Edward Jones and multiple other firms across different sectors. Outside of advising, she owns rental properties. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers services including asset management, financial planning, ERISA plan consulting, and ETF sub-advisory.

Laura Evans is a financial advisor at Dynamic with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Geneos Wealth Management, Fortress Asset Management, Crown Capital Securities, and Yellowstone Partners. Dynamic serves a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with an emphasis on a long-term, client-specific investment approach and support for other advisers through technology, research, and operational services.

Cathy Keen is a financial advisor with UMB Financial Services, Inc. in Salt Lake City, UT, holding a Series 66 designation and bringing 11 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, N.A. She currently also serves as a licensed agent with UMB Insurance. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various wrap-fee programs. The firm employs both model-based and manager-driven investment approaches and is affiliated with UMB Bank and UMB Investment Management.

Tanner Mcquiston is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Crewe Advisors in Salt Lake City, UT. His prior experience includes positions at Goldman Sachs and Integrated Financial Group. He is also licensed as an insurance agent with Crewe Insurance Advisors. 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 employs a combination of fundamental, technical, and quantitative analysis and typically manages client accounts on a discretionary basis.

Anna Call is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. Prior to joining Sepio Capital in 2025, she was a student for ten years. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a long-term, fundamentals-driven investment approach, utilizing proprietary strategies and independent managers across a range of asset types including mutual funds, ETFs, individual securities, private funds, and digital assets.

Lisa Turner is a financial advisor at Kestra Private Wealth Services, LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 19 years. In addition to her role at Kestra, she provides insurance-related financial advice through Katella Wealth Management. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets across around 208 advisors and nearly 20,000 client relationships. The firm provides access to a broad range of investment products and platforms, supporting both discretionary and non-discretionary arrangements and specialized offerings.

Miles Harkleroad is a financial advisor with Capital Analysts based in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Lincoln Investment since 2012 and has been associated with Financial Integrity Group since 1993. Outside of his advisory duties, he participates in an educational study group that meets semiannually to share investment ideas. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Corby Hansen is a financial advisor with Sequent Planning, LLC based in Sandy, UT. He holds Series 63 and Series 65 credentials and has four years of industry experience. He has also been affiliated with Futurity First for 15 years. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and a range of retirement-plan services, delivering advice through a network of independent advisers who implement a structured risk framework and diversified investment strategies.

Jordan Eyre is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Diversify Advisory Services, LLC and has held positions at Zions Bank, LPL Financial LLC, and Olympus Wealth Management. 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 and individualized asset allocation approach, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Logan Holbrook is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Olympus Wealth Management, VentureCapital.org, and HB Investment Group, as well as experience outside finance at Holbrook Mortuary and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm uses a combination of Modern Portfolio Theory, quantitative screening, and qualitative due diligence to manage approximately $13 billion in assets across various investment vehicles.