Jordan Brown is a financial advisor at Capita Financial Network, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B.O.S.S. Retirement Solutions, LLC, B.O.S.S. Retirement Advisors, LLC, and Discover. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm uses risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

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® with 13 years of experience in the financial services industry. He is currently with Diversify Wealth Management, LLC and has prior experience at DFPG Investments, Inc. and LJCooper Capital Management. Outside of advisory work, he manages Critter's Custom Creations, LLC, a business that sells original art including T-shirts, metal work, and epoxy art. Diversify Wealth Management, LLC offers investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm emphasizes tactical diversification and asset allocation, utilizing a variety of investment instruments and 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 licenses and bringing 11 years of industry experience. He has been with B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors 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 in discretionary assets, 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 with Crewe Advisors in Salt Lake City, UT, holding Series 65 and Series 63 licenses and 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 portfolio management and financial planning to 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 is noted for advising private pooled vehicles and serving insurance company clients.

Ronald Gershon is a financial advisor at Hilltop Securities Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Oppenheimer for 19 years before joining Hilltop Securities in 2022. Outside of his advisory role, he is a partner in a non-investment real estate holding company. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, retirement-plan advisory, and a range of municipal bond strategies, combining custody, banking, and market-making capabilities on an open-architecture platform.

Dallin Schwendiman is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 credential and has worked at multiple firms including AE Wealth Management and Heritage Wealth Management. Schwendiman maintains an active role at Heritage Wealth Management focusing on investment planning and advising. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Glen Mintz is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 13 years before joining NewEdge Wealth in 2021. He is also involved in asset management through JT Asset Management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary solutions across multiple asset classes.

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 the Series 65 and Series 63 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 emphasizes tactical diversification, asset allocation, and a mix of internal and third-party strategies.

Keith Lamb is a financial advisor at Portfolio Medics, LLC with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Retirement Wealth Advisors, LLC, Luparius Asset Management & Brokerage, and several other firms. In addition to his advisory work, he is an independent insurance agent through Luparius Asset Management, transacting insurance products including annuities. 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 customized portfolio management integrating fundamental, technical, and cyclical analysis, and emphasizes retail and small-business client relationships.

Daniel Sudit is a financial advisor at Crewe Advisors with 18 years of industry experience. He holds Series 66 and Series 65 designations and previously worked at Goldman Sachs Wealth Services and Zions Capital Advisors. Sudit has been with Crewe Advisors since 2015. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a comprehensive investment approach incorporating fundamental, technical, and quantitative analysis and manages accounts primarily on a discretionary basis.