Cassandra Myers is a financial advisor at Capita Financial Network, LLC with five years of industry experience. She holds a Series 65 designation and has been with Capita Financial Network since 2013. Outside of her advisory role, she is the sole member of Cosslett LLC, a non-investment related business. 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.

John Anderson is a financial advisor at Diversify Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity Investments and DFPG Investments, Inc. Outside of advising, he is involved in several holding companies related to equity ownership and personal real estate investing. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using various internal models and third-party platforms, offering a broad selection of investment instruments and strategies.

Matt Jackson is a Financial Consultant currently working at Fidelity Investments since 2022. He has held positions as a Financial Consultant at E*TRADE from 2017 to 2022 and as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. Matt is a Certified Financial Planner focused on understanding clients' unique needs and goals through a collaborative approach to build holistic financial plans. He holds a California Insurance License and specializes in creating financial strategies tailored to individual priorities. Outside of his professional work, Matt enjoys boating, camping, family activities, music, and traveling.

John Taylor is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Tucker Asset Management LLC and has previously worked at AE Wealth Management, Horter Investment Management, and Heritage Financial Place, where he serves as president and CEO and is involved in insurance sales. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm employs a top-down, macroeconomic asset-allocation approach and offers access to alternative investments through its integration with the CAIS platform.

Adam Taylor is a CFP® with 30 years of industry experience, currently serving at Diversify Wealth Management, LLC. He has held roles at DFPG Investments, Inc. since 2011 and LJCOOPER Capital Management, LLC since 2008. Outside of his advisory work, Taylor is an independent insurance agent and a passive investor in several businesses including a tax services firm and real estate holdings. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, 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, utilizing a variety of internal and third-party strategies across multiple platform options.

Brandon Baiamonte is a CFP® and CFA® with four years of industry experience. He has been with Mission Wealth Management, LP since 2021 and previously worked as a self-employed advisor and at Alta Bay Capital, LLC. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients, offering wealth management and financial planning through tiered service models. The firm emphasizes customized, long-term investment strategies using a broad range of assets and provides additional services such as tax-aware trading, third-party sub-advisors, and cross-border planning.

Curtis Packer is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 65 designation and having nine years of industry experience. He has worked with B.O.S.S. Retirement Solutions, LLC and B.O.S.S. Retirement Advisors, LLC since 2016. 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, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers and platform providers.

Jordan Brown is a financial advisor at Capita Financial Network, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B.O.S.S. Retirement Solutions, LLC, B.O.S.S. Retirement Advisors, LLC, and Discover. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving 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.

Austin Kunzler is a CFP® professional with five years of industry experience, currently advising at Arkadios Wealth Advisors. He previously worked at Northwestern Mutual Wealth Management Company for four years. Outside of his advisory role, he has been involved with Michael Kunzler since 2021. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using various portfolio management strategies and integrates fundamental, technical, and cyclical investment analysis.

Megan Palazzo is an advisor at Consolidated Portfolio Review Corp with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Vanderbilt Securities, Geneos Wealth, and GWN Securities Inc. Outside of advisory work, she maintains ownership of Palazzo Wealth LLC and a trademarked DBA, Granite Canyon Wealth. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary managed accounts, as well as proprietary model portfolios and third-party platforms. The firm supports a range of investment approaches implemented by independent advisors, leveraging strategic asset allocation combined with fundamental and technical analysis.

Christopher Cook is a financial advisor at Diversify Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Diversify Wealth Management since 2024, with prior roles at Dfpg Investments, Inc. and Diversify, Inc. Outside of advisory work, he serves as a director for The Emily Cook Dyches Memorial Foundation, a nonprofit assisting women with perinatal mood disorders. 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, offering discretionary and non-discretionary management aligned with client objectives and fiduciary requirements.

Todd Skousen is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Drive Wealth Advisers and Magellan Capital LLC and is president and managing partner of Links Consulting, where he is involved in business development and operations. Additionally, he serves as an independent contractor for Decisive Investor, marketing and selling investment-related software. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, and charitable organizations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers both advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

Gregory Caldwell Jr. is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Diversify Wealth Management, LLC and has held prior roles at DFPG Investments, Inc. and LJCooper Capital Management. Outside of financial advising, he manages Critter's Custom Creations, LLC, a business that produces and sells art including T-shirts, metal work, and epoxy art. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and offers a tactical diversification approach using a range of internal and third-party strategies across multiple platform options.

John Beatson Jr. is a financial advisor at Sepio Capital, LP with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sepio Capital since 2018, following 13 years at Marshfield Associates. Based in Salt Lake City, UT, he is part of a 19-advisor team. Sepio Capital is an SEC-registered investment adviser managing approximately $4.46 billion in client assets as of December 31, 2025. The firm serves high-net-worth individuals, families, trusts, charitable organizations, businesses, and institutional investors, using a long-term, fundamentals-driven investment approach across proprietary strategies and independent managers.

Jay Wells is a financial advisor at Soltis Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Drive Wealth Advisers, Foresight Wealth Management, LLC, and Securities Service Network. 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 integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence to choose ETFs, mutual funds, private alternatives, and structured instruments.

Timothy Whipple is a CFP® with 29 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has held roles at DFPG Investments, Inc., FirstPurpose Wealth, L J Cooper Capital Management, and Whipple Financial, Inc. Outside of advisory work, he serves as CFO of Brixton Partners, a company involved in subdividing and selling warehouse units, and sits on the boards of several charitable organizations including A Child's Hope Foundation and Lifting Hands International. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary standards.

Tyler Woodbrey is a CFP® with three years of industry experience, currently serving at Symmetry Partners. Prior to joining Symmetry Partners, he worked at IAMS Wealth Management and provides administrative services and education for MEP 401(k) plans through Cairn Advisors. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and manages proprietary mutual funds and ETFs as part of its platform-centric model.

Charles Maynes is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has been with B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2014. 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, primarily delivering services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Rachael Scott is a financial advisor at B.O.S.S. Retirement Advisors, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and AI Tech. 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, using model portfolios and outside managers to construct diversified allocations while offering ongoing client oversight and consulting.

Ronald Gershon is a financial advisor at Hilltop Securities Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Oppenheimer for 19 years before joining Hilltop Securities in 2022. Outside of his advisory role, he is a partner in a non-investment real estate holding company. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, retirement-plan advisory, and a range of municipal bond strategies, combining custody, banking, and market-making capabilities on an open-architecture platform.