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.

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.

Andrew Williams is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, UT. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Fidelity Investments and Wells Fargo. 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 employs a process focused on client assessment and uses model portfolios and external managers to construct diversified allocations, delivering services primarily through co-managed arrangements and third-party referrals.

Andrew Toolson is a financial advisor at Kinetic Investment Management, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Verity Asset Management, Eventide Management Partners, and Horter Investment Management. Outside of advisory roles, he is involved in rideshare driving and sports officiating. Kinetic Investment Management serves individuals, pension plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm uses a mix of analytical methods and a primarily long-term trading approach, offering access to a broad range of asset types including non-traded real estate investments.

Jay Riggs is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He has previously worked at Emerson Equity LLC, DFPG Investments, Orchard Securities, and founded Riggs Capital Management LLC, which was acquired by Merit. Outside of advisory work, he is involved in managing several investment-related entities and oversees finalizing operations for a former insurance agency. Merit Financial Group is a multi-team SEC-registered firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation with centrally managed portfolios, a combination of internal and third-party management, and offers both discretionary and non-discretionary account services.

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.

Markell Staffieri is a financial advisor with CW Advisors, LLC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Rovin Capital and First Allied Advisory Services. He also serves on the investment committees of Six Peak Capital Management, LLC, and Rovin Capital. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a broad range of clients and employs a Core-and-Satellite investment framework that incorporates active, passive, quantitative, and ESG strategies across multiple asset classes.

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.

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.

Joshua Carlson is a financial advisor with Merit Financial Advisors in American Fork, UT, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Goldman Sachs & Co. Outside of his advisory career, he works as an assistant manager at The Story Cupboard, where he assists with shipping, inventory, and local sales events, and he also freelances in web design for local businesses. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through centrally overseen portfolios, offering both discretionary and non-discretionary account services supported by a network of investment adviser representatives.

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.

Stuart Matheson is a financial advisor with Diversify Advisory Services, LLC, holding a Series 65 credential and six years of industry experience. He currently operates Matheson PLLC, a law firm through which he serves as Executor, Personal Representative, and Trustee for client estates. Matheson is also Executive Director of the Paul T. Walton, Jr. Charitable Foundation, where he oversees endowment management and charitable distributions. 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 employs a tactical diversification and individualized asset allocation approach, offering various delivery options and alternative investment strategies tailored to client goals.

Rinar Erickson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Capita Financial Network, LLC since 2021. Prior to this, he worked at Creative Planning from 2015 to 2021. 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 client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, with ongoing account management across various investment types.

Tyler Williamson is a financial advisor at Capita Financial Network, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Capita since 2018, following prior roles at Allegis Investment Advisors, LLC and MBL Financial. Williamson is also the owner of TKW Financial LLC, a personal business entity. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses, providing financial planning and discretionary investment advisory services. The firm employs risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment goals.

Matthew Rigby is a financial advisor with Diversify Wealth Management, LLC, holding a Series 66 credential and bringing nine years of industry experience. He has worked with DFPG Investments, Inc. since 2017 and is also involved in mortgage loan origination and a family-owned marketing business unrelated to his advisory services. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, managing approximately $4.1 billion in assets. The firm emphasizes tactical diversification and asset allocation, offering a variety of investment platforms and strategies including both internal and third-party options.

Joseph Harvey is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding a Series 65 designation with six years of industry experience. He has worked at Sepio Capital since 2017 and previously was affiliated with Brigham Young University from 2014 to 2018. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs proprietary strategies alongside independent managers, combining fundamental analysis with a generally long-term investment approach while allowing for shorter-term trading as needed.

Marcelo Marinho Gomes is a financial advisor with SVB Wealth who holds a Series 66 designation and has 17 years of industry experience. He has worked at several firms including First Citizens Investor Services, Wells Fargo Clearing, and Silicon Valley Bank. Outside of his advisory role, he is the managing member of Motu Travel, LLC, a travel and tourism consulting business. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis to select and monitor third-party managers and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.