Matt Karlson is the Director, Executive Services Officer at Fidelity Investments. In his role, he focuses on educating executives about their equity compensation plans, assisting with complex transactions involving company stock, and acting as a liaison to broader Fidelity services beyond equity plans. Matt has experience in various capacities at Fidelity Investments, including Senior Relationship Manager since 2023, Planning Consultant from 2021 to 2023, Relationship Manager from 2020 to 2021, and Financial Representative from 2019 to 2020.

Mark Johnson is a financial advisor at Dynamic with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dynamic Wealth Advisors dba Fortress Asset Management, Crown Capital Securities, and Yellowstone Partners. Outside of advising, he is also an Independent Insurance Agent involved in selling insurance and annuity products. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm offers portfolio management, financial planning, and support services with a focus on tailored, long-term investment strategies and providing operational and technology solutions to other advisers.

James Davenport is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Crewe Advisors since 2024. Prior to this, he spent 11 years at OSAIC. He is also involved in outside business activities including ownership and management roles in several entities related to insurance and personal investments. Crewe Advisors provides portfolio management and financial planning services to individuals, institutions, and insurance company clients. The firm employs a multifaceted investment process that includes fundamental, technical, and quantitative analysis and is known for advising private pooled vehicles and serving insurance company clients.

Tyler Fagergren is a financial advisor with Diversify Wealth Management, LLC and holds Series 63 and Series 65 credentials. He has 17 years of industry experience and has worked at DFPG Investments, Inc. since 2014. In addition to his advisory role, he assists clients with insurance products including life, disability, and long-term care insurance, as well as fixed and indexed annuities. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers portfolio management, financial planning, family office services, and corporate consulting.

Jordan Hammer is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Diversify Advisory Services in 2024, he worked at John Hancock Advisers, LLC and John Hancock Funds from 2016 to 2024. 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 variety of investment models and strategies tailored to client goals and risk tolerance.

Jason Miller is a financial advisor with Crewe Advisors in Salt Lake City, holding a Series 66 designation and 16 years of industry experience. He previously worked at BMO Wealth Management from 2016 to 2021 before joining Crewe Advisors, where he has been since 2021. Crewe Advisors serves a range of clients including high-net-worth individuals, charitable organizations, private funds, and insurance companies, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis and is recognized for advising private pooled vehicles and serving insurance company clients.

Adam Mortensen is a Series 65 licensed advisor at B.O.S.S. Retirement Advisors, LLC with two years of industry experience. His prior roles include positions at Collective Health and Upwell Health, and he served as an LDS missionary from 2015 to 2017. B.O.S.S. Retirement Advisors provides 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 primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, emphasizing diversified allocations and ongoing oversight.

Ryan Ennis is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He has been with Soltis since 2019 and previously worked at National Benefit Services from 2016 to 2019. Ennis holds Series 66, Series 63, and Series 65 licenses. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and utilizes a diversified investment approach based on Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence.

Bradford Williams is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 66 credential and bringing 25 years of industry experience. He has been with Berthel Fisher since 2013. Outside of his advisory role, he owns White Pine Asset Management, an investments and insurance business based in Midvale, UT. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Justin Maxwell is a financial advisor at Legacy Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Athlos Academy of Utah. Outside of his advisory role, he is a managing partner in Small Business Incentive Consultants, a firm that assists individuals with tax credits and incentives. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including model portfolios and alternatives, and offers customized solutions tailored to clients’ objectives and risk tolerances.

Hunter Johnson is a financial advisor at Soltis Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at KPMG LP and Pelion Venture Partners. Outside of his advisory role, Johnson serves as a teaching assistant at the University of Utah, tutoring students in marketing. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Chalise Westenskow is a financial advisor at Diversify Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services for nearly two decades. Outside of her advisory role, she is involved in organizing divorce information workshops and supports her child's entrepreneurial efforts with a TikTok shop promoting health and sports accessories. Diversify Advisory Services provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach using a variety of investment platforms and strategies tailored to client objectives.

Gary Tsujimoto is a financial advisor with Interactive Financial Advisors in Salt Lake City, UT, holding a Series 63 designation and over 42 years of industry experience. He has worked at multiple firms including Fortune Financial Services and Brooklight Place Securities, Inc., and has been with Interactive Financial Advisors since 2005. Outside of advising, he is a general partner and landlord for 1414 East Association LLC, an office building management business. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models using ETFs and mutual funds and integrates tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios on a discretionary basis.

Andrew Skinner is a financial advisor at Sepio Capital, LP with a Series 65 designation. He has been with Sepio Capital since 2025 and has prior experience at Brigham Young University, Vivint Smart Home, and other organizations. Sepio Capital is an SEC-registered investment adviser managing approximately $4.46 billion in client assets as of December 31, 2025. The firm serves high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors, employing a long-term, fundamentals-driven investment approach that incorporates proprietary strategies and independent managers across multiple asset types.

Kerry Judd is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has been with Berthel Fisher since 2013. Outside of advisory work, he is also an associate real estate broker and provides tax consulting and preparation services as a CPA. Berthel Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of portfolio management approaches tailored to client needs.

Robert Ford is a financial advisor at Advisory Services Network with nine years of industry experience. He holds a Series 65 designation and previously worked at Navigate Private Wealth LLC for eight years. Advisory Services Network provides investment advisory and planning services through a large network of independent representatives, serving individuals, families, corporations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, and investment consulting, utilizing both discretionary and non-discretionary approaches.

Martin Muse is a financial advisor at Trek Financial with six years of industry experience. He has worked at Trek Financial since 2018 and previously operated Mmuse Painting for two years. Outside of his advisory role, he is the owner of M. Muse Consulting, LLC, established for compensation purposes, and has worked as an insurance agent since 2019. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both 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 strategies, incorporating rules-based, evidence-based, fundamental, and technical analyses, and uses artificial intelligence tools under governance and review.

Nathan Wong is a financial advisor with ON Investment Management CO in Sandy, Utah, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at The O.N. Equity Sales Company since 2011 and Ohio National Financial Services since 2010. Outside of advising, he is an insurance agent specializing in life, disability, and long-term care insurance. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to third-party investment programs, managing a mix of discretionary and non-discretionary client accounts.

Gary Warnica Jr. is a financial advisor at Diversify Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of his advisory role, he is involved in developing children’s literature through his ownership of eHomonym LLC. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach and offers a broad range of services such as financial planning, family office consulting, and portfolio management across multiple account types.

Corey Pederson is a financial advisor at Crewe Advisors based in Salt Lake City, UT, holding the CFP® and ChFC® designations with five years of industry experience. Prior to joining Crewe Advisors in 2025, he worked at Olympus Wealth Management and the Small Business Administration, among other firms. Outside of advising, he serves as Officer-Treasurer for the Mount Olympus Community Council and maintains a legal practice through the Law Offices of Corey Pederson. 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 and is known for advising private pooled vehicles and serving insurance company clients.