Christopher Stokes is a financial advisor at Principal Advised Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities LLC and JPMorgan Chase Bank in Utah. His background also includes experience at the Opponent Combat Control Academy. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm combines third-party and proprietary models and operates within the Principal Financial Group family, leveraging its affiliated entities for investment products and services.

Ryan Smith is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 66 designations. He has 22 years of industry experience and has held leadership roles at several related firms, including serving as president and co-owner of Diversify, Inc. Smith is also involved in managing insurance operations and holds memberships in various investment-related and holding companies. 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 investment approach using a combination of internal models and third-party solutions across multiple platforms and offers a broad range of portfolio management and consulting services.

Kimball Pierce is a financial advisor at CW Advisors, LLC with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Rovin Capital and Goldman Sachs. Pierce is a member of the investment committees at Six Peak Capital Management, LLC and Rovin Capital. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee, and offers a range of wealth management, financial planning, family office, and retirement advisory services.

Jonathan Liles is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Waterloo Capital and CHIPOTLE. Outside of his advisory role, he serves as a paraplanner for Lighthouse Financial Rogers Arkansas. Diversify Advisory Services is an SEC-registered firm that serves individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Sharon Melville is a financial advisor with Silver Oak Securities, Inc. in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Securities America Advisors, Securities America, Securities Service Network, E.K. Riley Investments, and Morgan Stanley Smith Barney. She is also the owner of TruNorth Investment Management, an independent financial advisory practice. Silver Oak Securities serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, trusts, and estates through a team of about 101 financial professionals. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Joshua Flade is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at OneSeven since 2024 and previously spent six years at TownSquare Capital and three years at Ensign Peak Advisors. He hosts the educational podcast "Building Better" and serves as the committee chair for the CFA Society Salt Lake. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach and uses diversified portfolios with access to alternatives and private placements, alongside discretionary and non-discretionary arrangements.

Peter Woodring is a financial advisor with Mission Wealth Management, LP in Park City, UT, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He previously worked at Cypress Partners, LLC for 10 years before joining Mission Wealth Management in 2019. Outside of his advisory role, Woodring works part-time for SkyWest Airlines in a back-office position. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, often long-term investment strategies utilizing ETFs, institutional mutual funds, individual securities, and alternative investments, while also offering tax-aware trading, periodic rebalancing, and ERISA retirement plan fiduciary services.

Alec Perschon is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked with Kestra since 2023 and has prior experience with Blockchain at Utah, the University of Utah, and Costco Wholesale. Outside of advisory work, Alec is a managing partner at Elevated Private Wealth Advisors and also models for McCarty's Talent Agency. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with approximately $13.45 billion in client assets under management. The firm offers a broad range of investment products and specializes in both discretionary and non-discretionary account management.

Kye Moser is a financial advisor at Diversify Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at DFPG Investments, LLC since 2019, following multiple roles at E*TRADE Capital Management and E*TRADE Securities from 2014 to 2021. Diversify Wealth Management provides investment advisory and planning services to a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across various platforms, incorporating due diligence on third-party managers and a mix of traditional and alternative investment vehicles.

Mark Anderson is a CFA® charterholder with 10 years of industry experience. He currently serves as a financial advisor at Dynamic, where he has worked since 2018. Prior to that, he was with Yellowstone Partners, LLC from 2015 to 2018. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, emphasizing long-term, client-specific strategies and providing technology and operational support to other advisers.

Ruben Vilorio is a financial advisor at Diversify Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked with DFPG Investments Inc. and Diversify, Inc. since 2016. Outside of advising, he manages the nonprofit Creating Ripples Around the World, which focuses on receiving donations and distributing funds. Diversify Advisory Services is a multi-team firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a range of portfolio management options and customized investment strategies tailored to client goals and risk tolerance.

James Houston is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. He previously worked at DFPG Investments, Inc. and Riggs Capital Management. Houston is also managing member of Rockbeds Enterprises, LLC, a holding company for his Merit stock. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach centered on centrally managed portfolios, allowing advisors to customize strategies for their clients.

Zaccary Call is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Capita Financial Network, LLC since 2018. Prior to joining Capita, he worked at Allegis Investment Advisors from 2015 to 2018. He maintains personal business entities for tax purposes that do not involve investment activities. Capita Financial Network serves individuals, including retirees and those planning for retirement, high net worth clients, 401(k) plans, and small businesses by providing financial planning and discretionary investment advisory services. The firm utilizes risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

Andrew Flanders is a financial advisor at Foundations Investment Advisors LLC with a Series 65 license and one year of industry experience. His prior work includes roles at Stauffer Retirement Planning, Tandem Ventures, and Brigham Young University. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses model portfolios and an asymmetric rebalancing approach, combining fundamental, technical, and cyclical analysis, and often employs third-party sub-advisers and custodians such as Schwab, Fidelity, and Pershing.

Supreet Shah is a financial advisor at Sepio Capital, LP with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Berenberg Capital Markets, BNP Paribas, and the University of California, Berkeley. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, and institutions. The firm employs a fundamentals-driven, long-term investment approach using proprietary strategies and independent managers across various asset types, including digital assets for clients who opt in.

Hayden Adams is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Fidelity Investments and Utah Valley University. Adams served in the U.S. Marine Corps from 2019 to 2022. 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 uses co-managed arrangements with AE Wealth Management and referrals to third-party money managers to construct diversified portfolios.

Hyuk Sun Kwon is a financial advisor at Sepio Capital, LP with one year of industry experience. He holds a Series 65 credential and has prior experience at Goldman Sachs and Nodeinfra. His background also includes service in the Republic of Korea Army. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients. The firm combines proprietary strategies with allocations to independent managers, employing fundamental analysis and a generally long-term orientation while allowing for shorter-term trading to meet client needs.

Julie Mac Neil is a financial advisor at Tucker Asset Management LLC with four years of industry experience. She holds a Series 65 designation and has operated MacNeil Financial Services, providing insurance sales, since 2005. Outside of her advisory work, she is an author and motivational speaker with The 50 Year Secret, LLC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation approach with a mix of growth, fixed-income, alternative investments, and model-portfolio solutions.

Adam Lallas is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with B.O.S.S. Retirement Advisors, LLC and previously worked at Capstone Financial Advisors, Inc. He also provides tax preparation services as a sole proprietor in Payson, UT. B.O.S.S. Retirement Advisors offers 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 assets and primarily operates through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, using model portfolios and external managers to construct diversified allocations.

Jerry Ford is a CFP® with 40 years of industry experience. He currently serves with Advisory Services Network and previously worked at Navigate Private Wealth LLC and Allegis Investment Services. Outside of his advisory role, he is also involved with Allegis Advisor Group, LLC, an insurance agency. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm employs a range of strategies including discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection.