Benjamin Chappell is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Drive Wealth Advisers, Houzd Mortgage, Foresight Wealth Management, Penn Mutual Life Insurance, and Hornor Townsend & Kent. In addition to advising, he works as a licensed life insurance agent and mortgage loan originator. Diversify Advisory Services is an SEC-registered adviser 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 along with various investment options tailored to client needs.

Brittan Rose is a financial advisor at Capita Financial Network, LLC, holding a Series 65 designation and located in Draper, UT. Rose has been with Capita since 2026 and previously worked at Richmond American Homes and Project Solar. Prior to entering the financial advisory field, Rose was employed by the Church of Jesus Christ of Latter-Day-Saints and worked at Herriman High School. 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, implementing risk-based model portfolios sub-advised by third-party managers and offering access to private funds and fund-of-fund structures.

David Boyd is a CFP® and Series 65 credentialed advisor at B.O.S.S. Retirement Advisors, LLC with five years of industry experience. He has worked at B.O.S.S. Retirement Advisors since 2022, following roles at Arista Wealth Management and Utah Valley University, among others. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm emphasizes co-managed arrangements with outside managers and third-party money managers, focusing on diversified model portfolios and ongoing oversight.

Travis Kell is a financial advisor at Diversify Advisory Services, LLC with 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise from 1987 to 2025. Kell holds a Series 63 designation. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a combination of internal models and third-party solutions across multiple platforms and offers a range of strategies including ETFs, mutual funds, alternatives, and options-based strategies.

Travis Peugnet is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Crewe Advisors and previously spent several years at Olympus Wealth Management and Bank of America. 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 company clients. The firm uses a combination of fundamental, technical, and quantitative analysis in its investment approach and is notable for advising private pooled vehicles and serving insurance company clients.

Monica Akbar is a financial advisor with Diversify Advisory Services, LLC and holds Series 66 and Series 63 licenses. She has five years of industry experience and previously worked at E6 Portfolios, M. H. Leblang, Inc., and Everspire. 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 client goals and risk tolerance.

Stacey Banks is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. Prior to joining Diversify, she worked for Kohl's Inc. for 21 years. She holds Series 65 and Series 63 licenses. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions by providing investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services. The firm manages approximately $4.1 billion in assets and employs a tactical diversification and asset allocation approach across multiple investment platforms and strategies.

Amy Wallace is a financial advisor at Mutual Advisors, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including TIAA-CREF, Ameriprise Financial Services, and Merrill. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm offers a variety of advisory services and employs both active and passive investment strategies tailored to client objectives, with a notable emphasis on institutional and specialized accounts.

Nathan Huntsman is a financial advisor at Diversify Wealth Management, LLC with four years of industry experience. He has held prior roles at Utah Valley University, Walmart, the Church of Jesus Christ of Latter Day Saints, and Simpalo Snacks. Huntsman holds Series 63 and Series 65 licenses. 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, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach using both internal and third-party strategies across various account platforms.

Donovan Martucci is a CFP® and Series 66-registered advisor at Kestra Private Wealth Services, LLC with three years of industry experience. Prior to joining Kestra, he worked in various roles including positions at the University of Utah and Costco Wholesale. He serves as a managing partner of Elevated Private Wealth Advisors and is the treasurer and a board member for Wasatch Community Gardens. Kestra Private Wealth Services, LLC provides 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. The firm offers a broad range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.

Krista Baker is a CFP® with 16 years of industry experience. She is currently with Diversify Wealth Management, LLC since 2024 and has prior experience at DFPG Investments, Inc. and her own tax preparation firm, Baker 3, Inc., where she serves as president. Outside of advising, she is involved as secretary/treasurer for the American Federation of Musicians Local 104. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, managing approximately $4.1 billion in assets. The firm emphasizes tactical diversification and asset allocation through a combination of internal and third-party strategies and provides a range of platform options and investment instruments tailored to client objectives.

Jonathan Albrethsen is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has two years of industry experience, including roles at B.O.S.S. Retirement Solutions and HA Wealth Advisors. B.O.S.S. Retirement Advisors offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm manages approximately $1.38 billion on a discretionary basis, using model portfolios and outside managers to construct diversified allocations while providing ongoing oversight and supplemental consulting.

Matthew Ivester is a CFP® professional at Facet with five years of industry experience. He previously worked at Fidelity Investments and Fidelity Brokerage Services. His background also includes roles at Utah Valley University and other organizations outside finance. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a broad range of service levels. The firm emphasizes model-based asset allocations using exchange-traded funds and technology-driven processes, and it employs a flat subscription fee structure rather than traditional assets-under-management fees.

Stephen Williams is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes over three decades at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC before joining Diversify Advisory Services in 2025. Williams is involved in managing a bank note related to the estate of a deceased family member. 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 tailored to client goals and risk tolerance, providing a range of portfolio management, financial planning, and consulting services.

Chase Carlin is a financial advisor at IP Financial Advisory Services LLC with 15 years of industry experience. He holds a Series 66 designation and has worked with multiple firms including Lincoln Investment and Legend Advisory Corporation. Carlin is also involved as a landlord in a real estate rental business in Salt Lake City. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm emphasizes personalized portfolio construction and employs a range of analytical approaches while focusing on non-high-net-worth investors and retirement plan participants.

Skyler Fredrickson is a CFP® professional with 15 years of experience currently serving at B.O.S.S. Retirement Advisors, LLC in Salt Lake City, UT. His career includes roles at several firms such as inContact and Futurevest Financial, with eight years at B.O.S.S. Retirement Advisors. Outside of his advisory work, he owns small rental and non-investment real estate businesses. B.O.S.S. Retirement Advisors offers investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a client-focused process that uses model portfolios and third-party managers to provide diversified allocations and ongoing oversight.

Gregory Billow is an investment advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, and has been with Kestra since 2018. Outside of his advisory role, he is involved in managing back-office operations through Cloudbase Inc and serves as an officer of the corporation. Kestra Private Wealth Services delivers investment advisory services via a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across about 208 advisors. The firm offers a range of investment products and platforms, serving individuals and institutions with both discretionary and non-discretionary account arrangements.

Alison Drews is a financial advisor with Capita Financial Network, LLC and holds a Series 65 designation. She has two years of industry experience, including prior work at Fisher Investments. 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, while managing accounts invested across multiple asset classes.

Barton Wagstaff is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Capita Financial Network, LLC since 2018. He previously worked at Fidelity Investments from 2012 to 2018. Outside of his advisory role, he is involved in property maintenance related to residential rentals and holds a personal business entity, M3 Wealth LLC. 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 conducts due diligence on private fund opportunities.

Stephen Tate is a financial advisor at Diversify Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Tate is a co-founder of a nonprofit organization currently in the process of filing for 501(c)(3) status and serves on its board of directors. He is also involved in outside employment with KJZZ. Diversify Advisory Services, LLC provides investment advisory and financial planning services 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 utilizing a variety of platforms and strategies while offering portfolio management, financial planning, corporate consulting, and multi-family office support.