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 four years of industry experience. Prior to joining B.O.S.S., he worked at Wells Fargo Clearing Services LLC for five years and was involved with Digital Intelligence Systems LLC for three years. 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 on a discretionary basis and primarily utilizes co-managed arrangements with AE Wealth Management and third-party money managers to construct diversified portfolios.

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 DFPG Investments, Butler Financial Advisors, Fidelity Investments, and Wells Fargo. Outside of his advisory role, Plant is involved in providing respite care for a disabled individual. 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 emphasizes tactical diversification and individualized asset allocation, offering a variety of investment strategies and fee structures tailored to client needs.

Erik Ne Ville is an advisor at Verity Asset Management with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Verity Financial and Verity Asset Management since 2018. Outside of advisory work, he is involved in managing an insurance staffing business. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion across 55 advisors. The firm serves individual, retirement plan, institutional, and advisory clients using a largely model-based investment process that emphasizes tactical asset allocation and combines internally managed and third-party strategies.

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.

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.

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.

Anna Call is a financial advisor at Sepio Capital, LP in Salt Lake City, UT. She holds a Series 65 designation and has been with Sepio Capital since 2025. Prior to joining the firm, she was a student for ten years. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs proprietary strategies combined with allocations to independent managers, focusing on fundamental analysis and a generally long-term orientation while permitting shorter-term trading to meet client objectives.

Lisa Turner is a financial advisor with Kestra Private Wealth Services, LLC and holds Series 63 and Series 66 credentials. She has 23 years of industry experience, including 19 years at Edward Jones before joining Kestra in 2022. Turner also operates Katella Wealth Management, where she provides goals-based advice and portfolio management services focused on clients’ risk tolerance. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and retirement plan services with access to various investment platforms and third-party solutions.

Jeffrey Hartung is a financial advisor with Missionsquare Retirement in Pleasant Grove, UT, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and Staples Inc. Outside of his advisory role, he serves as an adjunct professor at Salt Lake Community College. MissionSquare Retirement provides retirement plan administration, recordkeeping, education, and advisory services primarily to state and local government employers, their employees, and certain nonprofit entities. The firm utilizes a multi-team advisory structure and offers personalized investment advice through its Guided Pathways program, with portfolio management developed by Morningstar Investment Management.

Keith Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Kestra since 2017 and has prior experience with Morgan Stanley and Morgan Stanley Private Bank. Johnston serves as an adjunct professor at Utah Valley University and is an advisory board member at Brigham Young University, where he assists students with career preparation. He also coaches a high school girls tennis team. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities, offering a range of advisory services such as managed portfolios, financial planning, and private fund placement. The firm supports multiple investment platforms and approaches, providing access to a broad array of investment products and fiduciary consulting.

Andrew Williams is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Bank and Fidelity Investments prior to joining B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors. His background also includes seven years at The University of Utah. 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 on a discretionary basis, using model portfolios and external managers in co-managed arrangements to deliver its services.

Andrew Toolson is a financial advisor with Kinetic Investment Management, Inc., holding Series 63, 65, and 66 credentials and eight years of industry experience. His prior roles include positions at Verity Asset Management, Teachers Pension, and Eventide Management Partners. Outside of finance, he is involved in rideshare driving and sports officiating. Kinetic Investment Management serves individuals, 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 various analytical methods and may include higher-risk investments such as non-traded REITs when suitable.

Jay Riggs is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Merit in 2025, he was president and founder of Riggs Capital Management LLC for 23 years and has worked with firms including Emerson Equity LLC, DFPG Investments, Inc., and Orchard Securities. Outside of his advisory role, Riggs manages several personal business entities, including Bocephus Enterprises LLC. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services with an investment approach focused on long-term, diversified portfolios using centrally managed sleeves and customizable models overseen by an internal Investment Committee.

Shay Nelson is a Series 65 credentialed financial advisor with three years of industry experience, currently with B.O.S.S. Retirement Advisors, LLC since 2021. Prior to joining B.O.S.S., Nelson held roles in various sectors including fitness and hospitality. 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 on a discretionary basis and emphasizes co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Markell Staffieri is a financial advisor with CW Advisors, LLC, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 17 years of industry experience, including prior roles at First Allied Advisory Services, INC. and Rovin Capital. Outside his advisory duties, he serves on the investment committees for Six Peak Capital Management, LLC and Rovin Capital. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, and sub-advisory solutions.

Jordan Eyre is a CFP® professional affiliated with Diversify Advisory Services, LLC, with seven years of industry experience. His prior roles include positions at Zions Bank, LPL Financial LLC, and Olympus Wealth Management. Eyre also worked at Utah Valley University and Progressive Leasing earlier in his career. Diversify Advisory Services is an SEC-registered advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management strategies and financial consulting services tailored to client goals and risk tolerance.

Eddie Barber Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 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 also the managing partner of Barber Investment Partners and Summit Oak Advisors, both of which provide investment advisory and insurance services. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting diverse investment platforms and maintaining supervisory oversight.

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.