Megan Palazzo is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Vanderbilt Securities, LLC, Geneos Wealth, and Equitable Advisors. Outside of advisory work, she owns Granite Canyon Wealth, a DBA under her Palazzo Wealth LLC, and occasionally works as a fixed insurance producer. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary managed accounts and proprietary tactical ETF model portfolios. The firm supports independent advisors using strategic asset allocation and various investment approaches, offering access to both in-house models and third-party sub-advisors.

Christopher Cook is a financial advisor at Diversify Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Diversify Wealth Management since 2024, with prior roles at Dfpg Investments, Inc. and Diversify, Inc. Outside of advisory work, he serves as a director for The Emily Cook Dyches Memorial Foundation, a nonprofit assisting women with perinatal mood disorders. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and third-party models, offering discretionary and non-discretionary management aligned with client objectives and fiduciary requirements.

Michael Bennett is an Investment Advisor Representative with Crewe Advisors and holds Series 63 and Series 65 designations. He has 18 years of industry experience and has been with Crewe Capital since 2015. Bennett serves on the board of CharityVision, a nonprofit focused on addressing global blindness issues, and is involved with the Crewe Cup, an annual golf tournament that donates its profits to charity. 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’s investment approach integrates fundamental, technical, and quantitative analysis and includes discretionary management and private fund sponsorship.

Gregory Caldwell Jr. is a CFP® professional with 13 years of industry experience. He is currently affiliated with Diversify Wealth Management, LLC and has previously worked at LJCooper Capital Management and DFPG Investments, Inc. Outside of his advisory work, he manages Critter's Custom Creations, LLC, a business focused on creating and selling custom art, including T-shirts, metalwork, and epoxy art. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and other institutions, offering a range of financial services including investment management and family office services. The firm employs a tactical diversification approach and utilizes both internal and third-party strategies across multiple platform options.

John Beatson Jr. is a financial advisor at Sepio Capital, LP with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sepio Capital since 2018, following 13 years at Marshfield Associates. Based in Salt Lake City, UT, he is part of a 19-advisor team. 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, charitable organizations, businesses, and institutional investors, using a long-term, fundamentals-driven investment approach across proprietary strategies and independent managers.

Charles Maynes is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked with B.O.S.S. Retirement Solutions, LLC and B.O.S.S. Retirement Advisors, LLC since 2014. 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 on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Logan Burrell is a financial advisor at Interactive Financial Advisors holding a Series 65 designation. He has one year of industry experience, including prior roles at SJI Financial Services and various positions outside the financial sector. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs a multi-advisor network approach and integrates fundamental analysis with Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios.

Rachael Scott is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. Her prior roles include positions at AI Tech and J.P. Morgan Securities. 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, primarily using model portfolios and outside managers to construct diversified allocations while acting as liaison and providing periodic oversight.

Rod Cushing is a financial advisor with Kovack Advisors, Inc. in Salt Lake City, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Cambria Capital, LLC, and RBC Capital Markets Corporation. In addition to his advisory work, he serves as a personal representative and co-trustee of a family trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a combination of internally developed models and third-party managers to manage portfolios through an Envestnet-supported platform.

Jesse Mitchell is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Crewe Capital in 2020, he worked at Kentson Car Company and Spring Mobile Communications. Crewe Advisors provides ongoing portfolio management and financial planning to a diverse client base, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a multi-faceted investment approach combining fundamental, technical, and quantitative analysis and is noted for advising private pooled vehicles and explicitly serving insurance company clients.

Joseph Broadbent is a financial advisor at Diversify Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Diversify Wealth Management since 2024 and Dfpg Investments, Inc. since 2011. Outside of advisory work, he is involved in real estate sales and marketing activities and manages developer and investor relationships through related business entities. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, and fiduciary services. The firm employs a tactical diversification and asset allocation approach across multiple platform options and a broad range of investment instruments.

Danielle Lewis is a financial advisor with Capita Financial Network, LLC, holding a Series 65 designation and four years of industry experience. Her prior work experience includes roles at Northwestern Mutual and retail positions at Famous Footwear and Bath & Body Works. Capita Financial Network provides financial planning and discretionary investment advisory services primarily to retirees and individuals planning for retirement, serving both individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm utilizes risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Joseph Kent is a financial advisor with Capita Financial Network, LLC in Draper, UT, holding a Series 65 credential and five years of industry experience. He has worked at B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors, with prior roles in custom home building and other fields. Capita Financial Network serves retirees, individuals planning for retirement, high-net-worth clients, 401(k) plans, and small businesses. The firm offers financial planning, discretionary investment advisory services, and access to private funds, typically implementing risk-based model portfolios sub-advised by third-party managers.

Ma Kenzie Losee is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Diversify Wealth Management, she worked at K-Lo Studio and J Roberts Salon. Diversify Wealth Management, LLC 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 other institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach using a mix of internal and third-party strategies across multiple platform options.

Daniel Sudit is a financial advisor at Crewe Advisors with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Zions Capital Advisors and Goldman Sachs Wealth Services. He has been with Crewe Advisors since 2015. Crewe Advisors provides portfolio management and financial planning services to a range of 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 offers discretionary management alongside access to third-party managers.

Ross Wamsley is a financial advisor with St. Bernard Financial Services, Inc. He holds Series 63 and Series 66 credentials and has 17 years of industry experience. His prior firms include Voya Financial Advisors, Questar Asset Management, Merrill, and Edward Jones. Outside of advising, he is also an independent insurance agent selling fixed insurance products. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation. The firm employs a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, typically managing assets on a non-discretionary basis.

Louissa Powers is a financial advisor at Northwest Asset Management in Salt Lake City, UT. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles outside the financial industry, such as positions with Wylder Hospitality Group and Sawtooth Adventure Company. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs a strategic asset allocation approach using diversified ETFs, mutual funds, and individual securities, and provides a range of services including investment management, financial planning, consulting, and tax preparation.

Amy Babbel is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing 16 years of industry experience. She has worked with Kestra since 2014 and has prior experience at RBC Wealth Management. In addition to her advisory role, Amy operates a consulting business focused on back office operations and serves as a notary. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm offers a range of investment products and platforms, supporting discretionary and non-discretionary accounts with specialized services including annuity subaccount management and 529 plan services.

Earl Good is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and 24 years of industry experience. Before joining Vanderbilt in 2021, he was affiliated with Reutemann Financial Solutions, Research Financial Strategies, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is chairman and co-owner of Bill Good Marketing, a marketing firm he has managed since 1977, and earns royalties from published books. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that combines fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, providing a comprehensive advisory and plan administration offering.

Mitchell Plant is a financial advisor at Diversify Advisory Services, LLC with six years of industry experience. He holds a Series 66 designation and has worked at DFPG Investments, Butler Financial Advisors, Fidelity Investments, and Wells Fargo. Outside of his advisory role, Plant is involved in providing respite care for a disabled individual. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment strategies and fee structures tailored to client needs.