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.

Dustin Thackeray is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Crewe Advisors since 2015, where he holds a Series 66 license. Crewe Advisors provides portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis in its investment process and manages accounts primarily on a discretionary basis.

Michael Littledike is a financial advisor at Capita Financial Network, LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at Capita since 2018, following five years at Allegis Investment Advisers, LLC (formerly Bowengroup Advisors LLC). Outside of his advisory work, he serves as president of two personal, non-investment-related businesses, MBL Financial and The Riv LLC. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses by providing financial planning and discretionary investment advisory services. The firm uses risk-based model portfolios and primarily recommends third-party subadvisors to manage client investments, tailoring advice to each client’s financial plan and objectives.

Richard Gurr is a CFP® with 27 years of industry experience, currently affiliated with Capita Financial Network, LLC. He has worked at Fidelity Personal and Workplace Advisors since 2018 and has been with Fidelity Investments since 2007. 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 risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

Alma Frandsen is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Heritage Wealth Management and AE Wealth Management, LLC. Outside of her advisory role, she is involved in life and annuity sales through Heritage Wealth Management. Foundations Investment Advisors provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth investors, and retirement plans, utilizing a combination of fundamental, technical, and cyclical analysis along with model portfolios and third-party sub-advisers.

Cameron Cole is a CFP® with 17 years of industry experience currently advising at Empirical Wealth Management. His prior experience includes roles at Solidarity Wealth, Sanford C. Bernstein & Co, and KeyBank NA Key Private Bank. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with diversified investment management and financial planning services. The firm applies Modern Portfolio Theory using a broad range of asset classes and offers alternative-strategy investments, alongside affiliated real estate, insurance, and estate-planning services.

Robert Lemon is a financial advisor at Wedbush Securities Inc. in Salt Lake City, UT, holding Series 65 and Series 63 credentials with 37 years of industry experience. He has worked at Wedbush Securities since 2007 and Brookstreet Securities Corporation since 2004. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management, fixed income, commodities, and capital markets services, including discretionary portfolio management and institutional research.

Brett Cushing is a financial advisor at Kovack Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors and Kovack Securities since 2019, following a prior role at InterContinental Hotels Group. Outside of his advisory work, he serves as successor trustee for a family trust. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

Maggie Scanlon is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. She previously worked at NGON Solutions and Goldman Sachs. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a manager selection and portfolio construction process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

Jenifer Connors is a financial advisor at Diversify Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at DFPG Investments, Inc. and Diversify, Inc. since 2014. Outside of her advisory role, Connors is involved in insurance sales and serves as executive director for an identity theft protection service. She also holds volunteer leadership positions on the UVU Personal Financial Planning Alumni Board and the Financial Planning Association, Utah Chapter. 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, and offers both discretionary and non-discretionary management aligned with clients’ objectives and regulatory requirements.

Dallas Price is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities. Outside of his advisory work, he is a member of the Knights of Columbus, a nonprofit organization. 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, and retirement-plan services through a network of independent advisers, utilizing a structured risk framework and a mix of firm-developed and third-party investment models.

Michelle Vuksinick is a financial advisor with Diversify Advisory Services, LLC and holds a Series 66 designation. She has 21 years of industry experience, including roles at Ameriprise Financial Services, Inc. and Coign Capital Advisors. Diversify Advisory Services, LLC provides 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, utilizing a range of investment platforms and strategies to meet client objectives.

Cameron Rafati is a financial advisor at Arkadios Wealth Advisors in Salt Lake City, UT, holding the Series 66 designation with two years of industry experience. Prior to joining Arkadios Capital in 2026, he was with DAI Wealth, LLC and Dai Securities LLC from 2024 to 2026. Outside of finance, Cameron is the owner of CMR Music LLC, a business he has operated since 2011, and is involved with consulting and philanthropy work through a family foundation. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by providing customized investment and wealth management solutions, including advisor-managed accounts, wrap programs, and third-party money manager access. The firm employs fundamental, technical, and cyclical analysis and supports advisors with an internal portfolio team that offers models, strategies, and trade execution across a range of asset classes.

Mitchell Rencher is a financial advisor at Sepio Capital, LP with five years of industry experience. He holds a Series 65 designation and previously worked at Mercato Partners and Scalar Analytics. Based in Salt Lake City, UT, Rencher has been with Sepio Capital since 2021. 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 primarily long-term, fundamentals-driven investment approach that utilizes proprietary strategies alongside independent managers, offering discretionary management across a range of asset types including mutual funds, ETFs, individual securities, private funds, and digital assets.

Michael Fomuke is a financial advisor at NewEdge Wealth with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Park City Family Office. Outside of advising, he is also an insurance agent with Symetra Financial. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a multi-asset investment approach that includes proprietary strategies and third-party managers.

John Morzelewski is a financial advisor at Ashton Thomas Private Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including M. S. Howells & Co. and Peachtree Capital Corp. Outside of his advisory role, he serves as president of Morzelewski Investments Inc., a non-investment income passthrough entity. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and charitable entities. The firm provides discretionary portfolio management, financial planning, and expanded family office services, utilizing a range of investment strategies and platforms to meet client needs.

Christopher Stagg is a CFP® professional with 17 years of experience in the financial industry. He is currently with United Capital Financial Advisors, where he has worked since 2019. His prior experience includes roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and Miller Financial, Inc. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services such as sub-advisory and consulting, supported by a technology platform that assists independent investment advisors.

Robin Andersen is a Series 65-registered financial advisor with five years of industry experience, currently with Diversify Wealth Management, LLC. His prior roles include positions at Diversify Advisory Services, DFPG Investments, TownSquare Capital, Smart Financial, and Creative Financial Services. Outside of advisory work, he is involved as a coach and camp director for a youth football camp and serves as chapter president of the American Financial Education Alliance in Utah. Diversify Wealth Management, LLC provides investment management, financial planning, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach across a variety of investment platforms and instruments.

Bradley Barclay is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including ChangePath, LLC and Beam Lending. Outside of advising, he is a silent partner and investor in a performance auto mechanics business. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices.