Breck Jacobs is a financial advisor at Gibbs Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sempre Avanti, Hornor Townsend & Kent Inc, and Jacobs Financial Group LLC. Jacobs is also involved in insurance as an owner and agent of Future Focus Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios.

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.

Ross Wamsley is a financial advisor with St. Bernard Financial Services, Inc. in West Jordan, UT, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Questar Asset Management, Inc., Merrill, and Edward Jones. He is also an independent insurance agent involved in the sale of fixed insurance products. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses by offering portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm follows a long-term, conservative growth approach based on Modern Portfolio Theory, with a focus on tactical asset allocation and client collaboration.

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.

Ryan Williams is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding Series 63 and Series 66 licenses with five years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and has experience in digital intelligence systems and the food service industry. 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 co-managed arrangements with AE Wealth Management and third-party money managers to deliver diversified portfolio solutions and ongoing oversight.

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 firms including DFPG Investments, Fidelity Investments, and Wells Fargo. Outside of his financial career, he provides respite care for a disabled individual. 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, corporate consulting, retirement-plan fiduciary services, and family office services with an investment approach centered on tactical diversification and individualized asset allocation.

Erik Ne Ville is a financial advisor at Verity Asset Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple related firms, including Verity Financial and The Leaders Group DBA Simplicity Investments. Outside of advisory work, he manages Insurance Staffing Services, overseeing staff and benefits. Verity Asset Management is a multi-team SEC-registered advisory firm with 55 advisors managing approximately $1.15 billion. The firm serves individual clients, retirement plans, institutional clients, and other advisers, using a model-based investment approach that includes internally managed and third-party strategies across diverse asset classes.

Cole Einerson is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at DFPG Investments, FirstPurpose Wealth, and TD Ameritrade. Diversify Advisory Services is an SEC-registered investment adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and personalized asset allocation, offering a variety of portfolio management and consulting services tailored to client objectives and risk profiles.

Landry Leach is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked with Thrivent Financial and New York Life. Outside of advising, he serves as president of Rock Top Insurance Agency, a property and casualty insurance business in Utah. 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 primarily delivers services through co-managed arrangements and referrals to third-party money managers, focusing on diversified allocations governed by outside managers.

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.

Taylor Acevedo is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at TownSquare Capital and FJ Management Center. His background also includes time at Utah State University and service with The Church of Jesus Christ of Latter-Day Saints. 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 combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

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.

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 Williams is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, UT. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Fidelity Investments and Wells Fargo. 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 employs a process focused on client assessment and uses model portfolios and external managers to construct diversified allocations, delivering services primarily through co-managed arrangements and third-party referrals.

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 has previously worked at firms including Verity Asset Management, Eventide Management Partners, and Horter Investment Management. Outside of advisory roles, he is involved in rideshare driving and sports officiating. Kinetic Investment Management serves individuals, pension plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm uses a mix of analytical methods and a primarily long-term trading approach, offering access to a broad range of asset types including non-traded real estate investments.

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.