Nicholas Dixon is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and experience as an independent contractor and trader since 2014. He assists an education company, Trader On The Street, with sales and project support. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements, managing approximately $582 million across 4,000 clients. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, including exposure to digital asset vehicles.

Ronald Sperry is a financial advisor with Blueprint Financial Advisors in Alpine, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Diamond Wealth Management, Ashton Thomas Private Wealth, and Charles Schwab. Outside of advising, he contributes as a health researcher for Bateman Home Center. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension plans, and nonprofits with portfolio management, financial planning, and retirement consulting. The firm manages approximately $1.4 billion in assets, employing a strategic-and-tactical investment approach that utilizes trend-following and momentum rules to manage globally diversified portfolios.

Jackson Casper is a Series 65-licensed financial advisor with three years of industry experience. He has been with Sepio Capital, LP since 2021 and previously held roles at InvestmentBank.com, Phytomer USA, Vivint Solar, and the Church of Jesus Christ of Latter-day Saints. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, charitable organizations, businesses, and institutional investors. The firm employs a long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers across various asset types, including mutual funds, ETFs, individual securities, private funds, and digital assets.

Selby Fauatea is a financial advisor at Soltis Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Utah Retirement Systems, Ettington Financial Group, New York Life, and Fidelity Investments. Fauatea volunteers as treasurer for the CCWS Alumni Association in Utah, a nonprofit that raises scholarship funds for students attending CCWS High School in Samoa. Soltis Investment Advisors serves a diverse client base including individual investors, institutions, corporations, and pension plans, offering discretionary portfolio management, financial planning, and consulting. The firm uses a manager selection process that integrates Modern Portfolio Theory with quantitative and qualitative analysis, and provides ongoing client communications and performance reviews.

Steven Ahlmer is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has previously worked at DFPG Investments, LLC, Cetera Advisor Networks LLC, and Voya Financial Advisors. Outside of his advisory role, he owns GFG Tax Planners, a tax education and referral business. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification investment approach utilizing a variety of platforms and strategies tailored to client objectives.

Caden Keate is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, with two years of industry experience. He holds a Series 65 designation and previously worked at Ryan Valuation and Mister Car Wash. He has also been involved with BYU Outdoors Unlimited and has experience with various organizations including The Church of Jesus Christ of Latter-day Saints and Trek Bicycle Corporation. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory-based approach with quantitative screening and qualitative due diligence across a range of investment types, managing approximately $13 billion in client assets.

Jedd Wilson is a financial advisor at Soltis Investment Advisors, LLC with 31 years of industry experience. He holds Series 65, 66, and 63 credentials. Prior to joining Soltis in 2018, he worked at Independent Financial Group LLC for four years. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence in its investment process.

Lahn Simmons is a financial advisor at Trek Financial with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at World Equity Group from 2015 to 2019. Simmons is also an independent agent involved in the sale and service of non-registered insurance products. Trek Financial serves individual, high-net-worth, and institutional retirement plan clients, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a combination of strategic and tactical investment approaches, leveraging AI tools and a broad range of systematic strategies and alternative investment options.

Tyson Long is a CFP® with 15 years of industry experience, currently affiliated with Capita Financial Network, LLC. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Investments since 2011. 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 typically implements risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

Jayson Mcginnis is a financial advisor with Capita Financial Network, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Capita Financial Network since 2019 and previously spent over a decade with Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, and manages a broad range of investment types including mutual funds, ETFs, equities, fixed income, options, and private funds.

Brian Ward is a financial advisor at RFG Advisory, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at RFG Advisory dba Capstone Wealth, LLC since 2026. His prior experience includes roles at B.O.S.S. Retirement Solutions, LLC, B.O.S.S. Retirement Advisors, LLC, and Global Financial Private Capital, Inc. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm manages approximately $8 billion, employing a mix of actively managed and passive strategies with a focus on risk management, and offers access to proprietary and third-party investment solutions, including alternative investments and annuity management.

Melanie Tingey is a financial advisor at B.O.S.S. Retirement Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with B.O.S.S. Retirement Solutions and its affiliated firm since 2015. In addition to her advisory work, she is the managing member of Melanie Tingey Coaching, LLC, a life coaching business she oversees outside of trading hours. B.O.S.S. Retirement Advisors serves 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 employs a model portfolio approach combined with third-party managers to provide diversified investment solutions and ongoing oversight.

Derek Tanuvasa is a CFP®-designated financial advisor with six years of industry experience. He is currently with Soltis Investment Advisors, LLC and has previously worked at Fidelity Investments, DFPG Investments, FirstPurpose Wealth, Merrill Lynch - Bank of America, Vivint, Inc., and Utah Valley University. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Melanie Tinling is a financial advisor with Capita Financial Network, LLC, holding a Series 65 credential and five years of industry experience. Prior to joining Capita Financial Network in 2021, she worked at HCA Healthcare and Lighten Home Health & Hospice. 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 offers tailored financial plans along with access to private fund opportunities.

Craig Martucci is a financial advisor with Kestra Private Wealth Services, LLC in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kestra since 2014. Outside of his advisory work, he is involved with the Boys and Girls Club, helping to raise awareness and funds for the charity, and serves as a defensive coach for a high school girls football team. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms and supports both discretionary and non-discretionary account arrangements.

David Hill is a CFP® professional with 26 years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Diamond Wealth Management, LLC, and Capital Guardian Wealth Management, LLC. Outside of his advisory work, he is involved as an insurance agent with Silverhill Life, LLC and operates as an independent insurance agent. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework that incorporates global diversification and trend-following rules to guide portfolio adjustments.

Gabriel Baldonado is a Series 65-licensed advisor with B.O.S.S. Retirement Advisors, LLC, with one year of industry experience. Prior to joining B.O.S.S., he has held roles at B.O.S.S. Retirement Solutions, Utah Valley University, Searcy Financial Services, and Robinhood Roofing. He also served in the Church of Jesus Christ of Latter Day Saints for two years. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various entities. The firm primarily uses a co-managed approach with outside managers and model portfolios, managing approximately $1.38 billion on a discretionary basis.

Ben Coburn is a Series 65-licensed advisor with Capita Financial Network, LLC. He joined Capita in 2024 and has a diverse background including roles in construction and education. 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 and risk-based model portfolios managed with third-party subadvisors.

Danford Nelson is a financial advisor at Capita Financial Network, LLC with a Series 65 designation. He has one year of industry experience, including prior roles at Holistiplan and several technology and finance-related companies. 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 client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors to select investments.

Jason Collier is a CFP® and ChFC® with 26 years of industry experience. He is currently with Diversify Advisory Services, LLC and DFPG Investments, having previously worked at Ameriprise and Ameriprise Financial Services, Inc. Collier maintains an inactive business entity for potential future use and co-owns several real estate-related ventures. 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 various internal models and third-party solutions across multiple platforms and a broad range of investment instruments and strategies.