Cole Einerson is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 credential and having six years of industry experience. His prior roles include positions at DFPG Investments, LLC, FirstPurpose Wealth, and TD Ameritrade. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to clients' goals and risk tolerance.

Angela Woodhead is a Series 66-licensed financial advisor with Sound Income Strategies, LLC, based in Salt Lake City, UT. She has two years of industry experience and has worked previously at Edward Jones and multiple other firms across different sectors. Outside of advising, she owns rental properties. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers services including asset management, financial planning, ERISA plan consulting, and ETF sub-advisory.

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, holding a Series 65 designation with one year of industry experience. Prior to joining Sepio Capital in 2025, she was a student for ten years. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a long-term, fundamentals-driven investment approach, utilizing proprietary strategies and independent managers across a range of asset types including mutual funds, ETFs, individual securities, private funds, and digital assets.

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.

Miles Harkleroad is a financial advisor with Capital Analysts based in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Lincoln Investment since 2012 and has been associated with Financial Integrity Group since 1993. Outside of his advisory duties, he participates in an educational study group that meets semiannually to share investment ideas. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Benjamin Hamblin is a financial advisor at Capita Financial Network, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Mountain America Credit Union and various positions outside finance such as at Ortho Select and the Church of Jesus Christ of Latter-Day Saints. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement. The firm serves individual and high-net-worth clients, 401(k) plans, and small businesses, offering tailored financial plans, model portfolios, and access to private funds.

Andrew Toolson is a financial advisor at Kinetic Investment Management, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Verity Asset Management, Teachers Pension, and Eventide Management Partners. Outside of his advisory role, he is involved in rideshare driving and sports officiating. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using a combination of analytical methods and may allocate portions of portfolios to higher-risk, potentially illiquid investments when appropriate.

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®-certified financial advisor with eight years of industry experience. He currently works at Diversify Advisory Services, LLC and has held positions at Zions Bank, LPL Financial LLC, and Olympus Wealth Management. 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 range of portfolio management and 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.

Blake Rawlings is a financial advisor at Capita Financial Network, LLC with a Series 65 designation and one year of industry experience. Prior to joining Capita in 2026, he worked in healthcare and academia, including roles at Spine and Sport Physical Therapy and universities such as the University of Utah and Utah Valley University. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for 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 uses risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities while monitoring and rebalancing client accounts.

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, holding a Series 65 credential and six years of industry experience. He currently operates Matheson PLLC, a law firm through which he serves as Executor, Personal Representative, and Trustee for client estates. Matheson is also Executive Director of the Paul T. Walton, Jr. Charitable Foundation, where he oversees endowment management and charitable distributions. 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 employs a tactical diversification and individualized asset allocation approach, offering various delivery options and alternative investment strategies tailored to client goals.

Rinar Erickson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Capita Financial Network, LLC since 2021. Prior to this, he worked at Creative Planning from 2015 to 2021. Capita Financial Network serves individuals, retirees, high net worth clients, 401(k) plans, and small businesses by providing financial planning and discretionary investment advisory services. The firm uses client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, with ongoing account management across various investment types.

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.