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.

Louissa Powers is a financial advisor at Northwest Asset Management in Salt Lake City, UT. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles outside the financial industry, such as positions with Wylder Hospitality Group and Sawtooth Adventure Company. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs a strategic asset allocation approach using diversified ETFs, mutual funds, and individual securities, and provides a range of services including investment management, financial planning, consulting, and tax preparation.

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.

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.

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.

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.

Maria Daley is a CFP® with 30 years of experience in the financial services industry. She is currently with Perigon Wealth Management, LLC and has previously worked at firms including RSM US Wealth Management, Raymond James Financial Services Advisors, Charles Schwab, Neuberger Berman BD LLC, and CIBC Private Wealth Advisors. Outside of her advisory work, she serves on the advisory board for Vacayou Wellness Travel, a wellness travel company. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and offers discretionary portfolio management, oversight of unaffiliated sub-advisors and TAMPs, and administration of client accounts within a wrap-fee program.

Cathy Keen is a financial advisor with UMB Financial Services, Inc. in Salt Lake City, UT, holding a Series 66 designation and 11 years of industry experience. Her prior work includes eight years at Wells Fargo Clearing and eighteen years at Wells Fargo Bank, N.A. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account options and operates as a registered broker-dealer, SEC-registered investment adviser, and municipal advisor.

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. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at Lincoln Investment and Financial Integrity Group. Outside of advisory work, he participates in an educational study group that meets twice annually to share investment ideas. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides 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 teams.

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.

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® professional affiliated with Diversify Advisory Services, LLC, with eight years of industry experience. His prior roles include positions at Olympus Wealth Management, Zions Bank, and LPL Financial LLC. 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 various portfolio management and consulting services through multiple delivery platforms and fee structures.

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.