Richard Simons is a financial advisor with Blueprint Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Fortius Wealth Management, Diamond Wealth Management, and Capital Guardian Wealth Management. Outside of finance, he is the owner and manager of Northern Peaks Soccer Club LLC. Blueprint Financial Advisors is a multi-advisor firm offering portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment approach based on price-driven trend-following and momentum rules.

Garek Parry is a financial advisor at SVB Wealth LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo and Silicon Valley Bank. Outside of his advisory role, he is involved with Strawgitator, LLC, a water bottle production venture. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a due diligence-driven investment process overseen by an Investment Committee and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company with integrated banking and asset management affiliates.

Karl Tresner is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity, and MassMutual Life Insurance Co. He is also an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm utilizes a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, offering a broad range of investment options and regular client communication.

Mark Johnson is a financial advisor at Dynamic with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dynamic Wealth Advisors dba Fortress Asset Management, Crown Capital Securities, and Yellowstone Partners. Outside of advising, he is also an Independent Insurance Agent involved in selling insurance and annuity products. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm offers portfolio management, financial planning, and support services with a focus on tailored, long-term investment strategies and providing operational and technology solutions to other advisers.

Tyler Fagergren is a financial advisor with Diversify Wealth Management, LLC and holds Series 63 and Series 65 credentials. He has 17 years of industry experience and has worked at DFPG Investments, Inc. since 2014. In addition to his advisory role, he assists clients with insurance products including life, disability, and long-term care insurance, as well as fixed and indexed annuities. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers portfolio management, financial planning, family office services, and corporate consulting.

Tyson Williamson is a financial advisor with Capita Financial Network, LLC in Draper, UT, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Ensign Peak Advisors Inc., Olympus Wealth Management, and Corient Capital Partners. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees, individuals planning for retirement, high-net-worth clients, 401(k) plans, and small businesses. The firm employs risk-based model portfolios often sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

David Kleinman is a CFP® professional with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at The Professional Financial Company, Central Bank, and TruRinse. Outside of finance, he owns and operates Moment Rings, a business that creates and sells custom rings online. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s planning-centered investment approach incorporates modern portfolio theory, tax-aware strategies, and specialized management through sub-advisers.

Jordan Hammer is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Diversify Advisory Services in 2024, he worked at John Hancock Advisers, LLC and John Hancock Funds from 2016 to 2024. 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 a variety of investment models and strategies tailored to client goals and risk tolerance.

Adam Mortensen is a Series 65 licensed advisor at B.O.S.S. Retirement Advisors, LLC with two years of industry experience. His prior roles include positions at Collective Health and Upwell Health, and he served as an LDS missionary from 2015 to 2017. 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 primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, emphasizing diversified allocations and ongoing oversight.

Kimberly Solomon is a financial advisor at Capita Financial Network, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Allos Investment Advisors, LLC, Searcy Financial Services, and Utah Valley University. 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 employs risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

Bradford Williams is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 66 credential and bringing 25 years of industry experience. He has been with Berthel Fisher since 2013. Outside of his advisory role, he owns White Pine Asset Management, an investments and insurance business based in Midvale, UT. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Nathan Christensen is a financial advisor with Capita Financial Network, LLC in Draper, Utah. He holds Series 63 and Series 65 licenses and has six years of industry experience, including roles at Fidelity Investments and Northwestern Mutual. His prior work also includes positions outside finance, such as at Mrs. Cavanaughs Chocolate Factory 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, 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 access to private funds and fund-of-fund structures.

Tyler Snow is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Bank and Fidelity Brokerage Services. 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, employing co-managed arrangements with AE Wealth Management and third-party money managers to construct diversified portfolios while providing ongoing oversight and consulting.

Chalise Westenskow is a financial advisor at Diversify Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services for nearly two decades. Outside of her advisory role, she is involved in organizing divorce information workshops and supports her child's entrepreneurial efforts with a TikTok shop promoting health and sports accessories. Diversify Advisory Services provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach using a variety of investment platforms and strategies tailored to client objectives.

Gary Tsujimoto is a financial advisor with Interactive Financial Advisors and holds a Series 63 designation. He has 43 years of industry experience, including prior roles at firms such as Fortune Financial Services and GWN Securities Inc. Outside of advising, he is a general partner and landlord of an office building in Salt Lake City. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios, and operates a multi-advisor network with a range of services including third-party advisory selection and proprietary reporting.

Sean Jones is a CFP® certificant with 28 years of industry experience. He is currently with Capita Financial Network, LLC and has held prior roles at Fidelity Personal and Workplace Advisors and Strategic Advisers, Inc. Jones has also maintained a long tenure with Fidelity Brokerage Services, Inc. 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 offerings.

John Brough is a CFP® with three years of industry experience, currently serving as a financial advisor at B.O.S.S. Retirement Advisors, LLC. His prior roles include positions at Fidelity Investments and Mountain Wave Advisors, as well as experience in education and community organizations. 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 utilizes model portfolios and third-party managers to construct diversified allocations while offering ongoing oversight and consulting primarily through co-managed arrangements.

Andrew Skinner is a financial advisor at Sepio Capital, LP with a Series 65 designation. He has been with Sepio Capital since 2025 and has prior experience at Brigham Young University, Vivint Smart Home, and other organizations. 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, estates, charitable organizations, businesses, and institutional investors, employing a long-term, fundamentals-driven investment approach that incorporates proprietary strategies and independent managers across multiple asset types.

Kerry Judd is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has been with Berthel Fisher since 2013. Outside of advisory work, he is also an associate real estate broker and provides tax consulting and preparation services as a CPA. Berthel Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of portfolio management approaches tailored to client needs.

Lindsey Lewis is a CFP® and ChFC® with five years of experience in the financial services industry. She is currently an advisor at Savvy and also serves as Managing Director at The American College of Financial Services, where she is involved in training financial advisors. Lindsey is a member of Peak Consulting Group, LLC, a consulting and solar sales business she operates with her spouse. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized investment plans with a primarily index-based, long-term approach, integrating third-party fintech tools and specialized sub-adviser strategies.