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 with Soltis Investment Advisors, LLC, holding Series 63, 65, and 66 licenses and seven years of industry experience. He has been with Soltis since 2019 and previously worked at National Benefit Services and J.P. Morgan Securities. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets and uses a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence in its investment approach.

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.

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 and holds a Series 63 designation. He has 43 years of industry experience, including prior roles at firms such as Fortune Financial Services and GWN Securities Inc. Outside of advising, he is a general partner and landlord of an office building in Salt Lake City. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios, and operates a multi-advisor network with a range of services including third-party advisory selection and proprietary reporting.

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.

Nicholas Jones is a financial advisor at Crewe Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Houlihan Lokey Capital, Inc., Piper Sandler & Co., and Citigroup. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Alexander Rahm is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. His prior work history includes a position at UBS Financial Services, Inc. and a four-year tenure at Brigham Young University. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes a combination of proprietary strategies and independent manager allocations with a focus on fundamental analysis and a flexible investment approach including mutual funds, ETFs, equities, bonds, and digital assets.

Casey Rees is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Farmers Financial Solutions and Farmers Insurance Group. Additionally, Rees has been involved with Rees Insurance Group, operating as Crestwood Retirement Solutions for over a decade. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers diversified portfolio management and employs a blend of fundamental, technical, and cyclical analysis in its customized investment strategies.

Michael Halls is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2005. The firm provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler emphasizes individualized investment policies, diversified portfolios, and utilizes affiliated resources within BMO Financial Group to support its clients.

Rylie Halliday is a financial advisor at Crewe Advisors with five years of industry experience. She holds a Series 65 designation and has worked at Crewe Advisors since 2015, with additional roles at the University of Utah and The Walt Disney Company. Outside of her advisory work, she serves as a consultant for Bloomfully Group LLC, a digital content provider. Crewe Advisors offers portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and is known for advising private pooled vehicles and serving insurance company clients.

Hansen Ringer is a financial advisor at Sepio Capital, LP with 10 years of industry experience. He holds a Series 66 designation and has worked at Sepio Capital since 2017, with prior experience at Bank of America and Merrill. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering 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 and a generally long-term investment approach while allowing for shorter-term trading to meet client needs.

David Laga is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Cedar Crest Advisors, LLC and has been with DFPG Investments, Inc. since 2012. Outside of his advisory role, he is involved with Multnomah Capital as an owner and is a member of DCJL Investco, LLC, a holding company where he manages tax filings and administration. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and corporate consulting with an investment approach focused on tactical diversification and customized asset allocation tailored to client goals and risk tolerance.