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. She holds a Series 65 designation and has been with Sepio Capital since 2025. Prior to joining the firm, she was a student for ten years. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs proprietary strategies combined with allocations to independent managers, focusing on fundamental analysis and a generally long-term orientation while permitting shorter-term trading to meet client objectives.

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.

Craig Fredrickson is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2008, he has been with Berthel Fisher, and he is also president of several tax and accounting-related businesses, including a CPA firm and insurance services in Bountiful, Utah. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and strategies through approximately 100 investment adviser representatives.

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® professional affiliated with Diversify Advisory Services, LLC, with seven years of industry experience. His prior roles include positions at Zions Bank, LPL Financial LLC, and Olympus Wealth Management. Eyre also worked at Utah Valley University and Progressive Leasing earlier in his career. Diversify Advisory Services is an SEC-registered advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management strategies and financial 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.

Eddie Barber Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Kestra Private Wealth Services and Kestra Investment Services since 2014. Barber is the managing partner of Barber Investment Partners and Summit Oak Advisors, both involved in investment advisory and insurance services. He is also the sole member of Blue Horseshoe Trading Co LLC, a non-investment-related pass-through entity. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a broad range of investment products and account types, with a focus on advisor-managed solutions within a controlled product menu.

Blair Neeleman is a financial advisor at Sepio Capital, LP in Salt Lake City, UT. He holds a Series 65 designation and has been with Sepio Capital since 2025. Prior to joining the firm, he was a student for ten years. Sepio Capital advises high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of proprietary strategies and allocations to independent managers, focusing on fundamental analysis with a generally long-term orientation.

Martin Wasser is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at DFPG Investments, Inc., American Financial Network Advisory Services LLC, and United Planners' Financial Services of America. Outside of his advisory work, he owns Wasser Financial Services, a firm that provides CPA, insurance brokerage, mortgage loan, and real estate brokerage services in California. Diversify Advisory Services, LLC offers 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 approach using a combination of internal models and third-party solutions across multiple platforms and a broad range of investment instruments and strategies.

Stuart Matheson is a financial advisor with Diversify Advisory Services, LLC and holds a Series 65 designation. He has five years of industry experience and has worked at Matheson PLLC since 2020, where he serves as an attorney and fiduciary in estate and trust management. Matheson is also the Executive Director of the Paul T. Walton, Jr. Charitable Foundation, overseeing its endowment and investment activities. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and trusts. The firm employs a tactical diversification approach using multiple platforms and a wide range of investment instruments and strategies.

Tadd Killpack is a financial advisor at Alexander Capital Wealth Management LLC with 22 years of industry experience. He holds a Series 66 designation and has worked with International Assets Advisory since 2015. Killpack is also the owner of Rising Sun Wealth Management, a separate business he has operated since 2010. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients, as well as certain institutional clients, providing investment advisory and capital markets advisory services. The firm employs a top-down investment approach that combines proprietary technical analysis with fundamental review and utilizes multiple advisory teams, discretionary management, and third-party platforms.

Tyler Williamson is a financial advisor at Capita Financial Network, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Capita since 2018, following prior roles at Allegis Investment Advisors, LLC and MBL Financial. Williamson is also the owner of TKW Financial LLC, a personal business entity. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses, providing financial planning and discretionary investment advisory services. The firm employs risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment goals.

Matthew Rigby is a financial advisor with Diversify Wealth Management, LLC, holding a Series 66 credential and bringing nine years of industry experience. He has worked with DFPG Investments, Inc. since 2017 and is also involved in mortgage loan origination and a family-owned marketing business unrelated to his advisory services. Diversify Wealth Management 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, offering a variety of investment platforms and strategies including both internal and third-party options.

Joseph Harvey is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding a Series 65 designation with six years of industry experience. He has worked at Sepio Capital since 2017 and previously was affiliated with Brigham Young University from 2014 to 2018. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs proprietary strategies alongside independent managers, combining fundamental analysis with a generally long-term investment approach while allowing for shorter-term trading as needed.

Marcelo Marinho Gomes is a financial advisor at SVB Wealth with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Advisors and First Citizens Investor Services. Outside of his advisory role, he is the managing member of Motu Travel, LLC, a travel and tourism consulting business. SVB Wealth serves a diverse client base ranging from individuals to family offices and retirement plans, offering wealth management, portfolio management, and financial planning services. The firm employs fundamental, quantitative, and technical analysis in its investment process and provides access to a broad array of investment products, including private funds, with services delivered primarily through investment adviser representatives.

Joshua Kunzler is a financial advisor at Crewe Advisors in Salt Lake City, holding Series 65 and Series 63 registrations with one year of industry experience. His prior roles include positions at Crewe Capital and Chipr, as well as work related to Brigham Young University and The Church of Jesus Christ of Latter-day Saints. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance company clients. The firm employs fundamental, technical, and quantitative analysis in its investment process and is known for advising private pooled vehicles and serving insurance company clients.

Ryan Anderson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Crewe Advisors. His prior work includes roles at Rock House Financial and Fidelity Brokerage Services LLC. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a multi-faceted investment approach that combines fundamental, technical, and quantitative analysis and is notable for advising private pooled vehicles and serving insurance company clients.