Cade Mellies is a financial advisor at Crewe Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Crewe Capital since 2016. Outside of his advisory work, he helps organize the Crewe Cup, a charity golf tournament, and occasionally provides Romanian interpretation services for Utah courts and hospitals. Crewe Advisors offers portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Colton Jensen is a financial advisor with Diversify Wealth Management, LLC, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior roles include positions at DFPG Investments, Inc. and Fidelity, as well as service with the Unified Police Department. Outside of advising, Jensen serves as a member and manager of JC Aviation LLC and is an active member of the US Army National Guard. Diversify Wealth Management 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 institutions. The firm employs a tactical diversification investment approach across multiple platforms and offers a wide range of investment instruments tailored to client objectives.

Riley Johnson is a financial advisor at Dynamic with three years of industry experience. He holds the Series 65 designation and has been with Dynamic Wealth Advisors and Fortress Asset Management since 2018. Prior to his advisory career, he was a full-time student from 2010 to 2018. Dynamic serves a diverse range of clients, including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support to other advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides integrated technology, compliance support, and research services to unaffiliated registered investment advisers.

Mark Miller is a CFP® and ChFC® with 36 years of industry experience, currently serving as a financial advisor at Vanderbilt Advisory Services. His prior roles include positions at Ultimate Home Lending, LLC and Grove Point Advisors, LLC. Outside of finance, he has worked as an actor in television, film, and theatre. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and utilizing a blend of fundamental, technical, and charting analysis.

Daniel Teague is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at DFPG Investments, LLC, Amazon Payments, Inc., Gradient Securities, LLC, U.S. Bank, and U.S. Bancorp Investments, Inc. Outside of advisory services, he is a member of Two Harbors Capital, LLC, a holding company based in Sandy, Utah. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a variety of internal models and third-party solutions, offering a broad range of instruments and strategies across multiple platforms.

Todd Storrs is a financial advisor at Capita Financial Network, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and Fidelity. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees, individuals planning for retirement, high-net-worth clients, 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.

Ashley Landon is a Series 65-licensed financial advisor at Crewe Advisors with nine years of industry experience. She has been with Crewe Advisors since 2015. Outside of her advisory role, she provides part-time bookkeeping services for a small business in Mountain View, California. Crewe Advisors offers portfolio management and financial planning to 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 provides discretionary management guided by documented client risk tolerances.

Zachary Geertsen is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Capita Financial Network since 2020 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving high-net-worth clients, 401(k) plans, and small businesses. The firm employs risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Zachary Mortensen is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has been associated with B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2016. 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 serves clients through co-managed arrangements with AE Wealth Management and third-party money managers.

Nicholas Dixon is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and experience as an independent contractor and trader since 2014. He assists an education company, Trader On The Street, with sales and project support. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements, managing approximately $582 million across 4,000 clients. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, including exposure to digital asset vehicles.

Ronald Sperry is a financial advisor with Blueprint Financial Advisors in Alpine, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Diamond Wealth Management, Ashton Thomas Private Wealth, and Charles Schwab. Outside of advising, he contributes as a health researcher for Bateman Home Center. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension plans, and nonprofits with portfolio management, financial planning, and retirement consulting. The firm manages approximately $1.4 billion in assets, employing a strategic-and-tactical investment approach that utilizes trend-following and momentum rules to manage globally diversified portfolios.

Jackson Casper is a Series 65-licensed financial advisor with three years of industry experience. He has been with Sepio Capital, LP since 2021 and previously held roles at InvestmentBank.com, Phytomer USA, Vivint Solar, and the Church of Jesus Christ of Latter-day Saints. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, charitable organizations, businesses, and institutional investors. The firm employs a long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers across various asset types, including mutual funds, ETFs, individual securities, private funds, and digital assets.

Selby Fauatea is a financial advisor at Soltis Investment Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Fauatea’s prior experience includes roles at Utah Retirement Systems, Ettington Financial Group, New York Life, and Fidelity Investments. He also volunteers as treasurer for the CCWS Alumni Association, a nonprofit that raises scholarship funds for students attending CCWS High School in Samoa. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a process combining Modern Portfolio Theory with quantitative and qualitative manager analysis, offering a range of investment options and ongoing client communication services.

Steven Ahlmer is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 designations and has 24 years of industry experience. His prior roles include positions at DFPG Investments, Cetera Advisor Networks, and Voya Financial Advisors. He is also involved in fixed insurance sales and operates a tax education service that directs individuals to tax professionals. Diversify Advisory Services is an SEC-registered advisory 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 wide range of investment strategies and flexible fee structures tailored to client needs.

Lahn Simmons is a financial advisor at Trek Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at World Equity Group and Mass Mutual Investors Services. Simmons is also an independent agent involved in the sale and service of non-registered insurance products. 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 blend of strategic and tactical portfolio construction methods, incorporating AI tools and a broad range of model and alternative investment strategies.

Tyson Long is a CFP® with 15 years of experience in the financial services industry. He is currently with Capita Financial Network, LLC and has previously worked with Fidelity Personal and Workplace Advisors. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement. The firm serves individual and high-net-worth clients as well as 401(k) plans and small businesses, using risk-based model portfolios that are sub-advised by third-party managers and offering access to private funds and fund-of-fund structures.

Jayson Mcginnis is a financial advisor with Capita Financial Network, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Capita Financial Network since 2019 and previously spent over a decade with Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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, and manages a broad range of investment types including mutual funds, ETFs, equities, fixed income, options, and private funds.

Brian Ward is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 14 years of industry experience. His prior roles include positions at B.O.S.S. Retirement Solutions, LLC, B.O.S.S. Retirement Advisors, LLC, and Global Financial Private Capital, Inc. since 2012. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a range of model strategies, third-party platforms, and serving as a sub-adviser to multiple ETFs.

Melanie Tingey is a financial advisor at B.O.S.S. Retirement Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with B.O.S.S. Retirement Solutions and its affiliated firm since 2015. In addition to her advisory work, she is the managing member of Melanie Tingey Coaching, LLC, a life coaching business she oversees outside of trading hours. B.O.S.S. Retirement Advisors serves 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 employs a model portfolio approach combined with third-party managers to provide diversified investment solutions and ongoing oversight.

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.