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 and holds a Series 65 designation. He has five years of industry experience and has worked at Matheson PLLC since 2020, where he serves as an attorney and fiduciary in estate and trust management. Matheson is also the Executive Director of the Paul T. Walton, Jr. Charitable Foundation, overseeing its endowment and investment activities. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and trusts. The firm employs a tactical diversification approach using multiple platforms and a wide range of investment instruments and strategies.

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.

John Clement is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds a Series 65 registration and previously worked for Utah Community Credit Union for 15 years. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm’s model-driven investment process focuses on strategic asset allocation using diversified portfolios of mutual funds, ETFs, stocks, and bonds.

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 at SVB Wealth with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Advisors and First Citizens Investor Services. Outside of his advisory role, he is the managing member of Motu Travel, LLC, a travel and tourism consulting business. SVB Wealth serves a diverse client base ranging from individuals to family offices and retirement plans, offering wealth management, portfolio management, and financial planning services. The firm employs fundamental, quantitative, and technical analysis in its investment process and provides access to a broad array of investment products, including private funds, with services delivered primarily through investment adviser representatives.

Shawn Lucas is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has been involved with Apiary Fund since 2011. Outside of his advisory role, he manages Trader on the Street, an educational portal focused on investment portfolio management, and is developing Trading Leagues, a platform to evaluate traders' performance. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers and offers a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

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 with SVB Wealth LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Wells Fargo Advisors, Silicon Valley Bank, and First Citizens Investor Services. Outside of his advisory work, he is involved with Strawgitator, LLC, a water bottle production venture. SVB Wealth LLC serves a diverse client base including individuals, trusts, foundations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies and maintaining a formal due-diligence process for manager selection.

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.

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.

Ana Jovel is a financial advisor at Diversify Wealth Management, LLC with two years of industry experience. She holds a Series 63 designation and previously worked at FirstPurpose Wealth from 2021 to 2024. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers services such as financial planning, family office consulting, and portfolio management.

Lauren Loucks is a financial advisor at Diversify Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at LJCooper Capital Management and DFPG Investments, LLC. Outside of advising, Loucks works as a tax advisor and leads group cycle classes at a fitness center. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach that includes due diligence on third-party managers, the use of alternative investments, and both discretionary and non-discretionary management aligned with client objectives.

Jason Goold is a financial advisor at Triad Wealth Partners, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Fidelity Investments for 10 years. Outside of his advisory role, he is also involved in insurance sales and services through SEMPARE AVANTI, LLC DBA Momentum Wealth, focusing on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment approach with diversified portfolios and offers sub-advisory management, operational support, and financial planning services.

Tyson Williamson is a financial advisor at Capita Financial Network, LLC with five years of industry experience. He holds a Series 65 credential and has worked at several firms, including Ensign Peak Advisors Inc. and Olympus Wealth Management. Tyson has also held positions at Brigham Young University. 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 as well as 401(k) plans and small businesses, using tailored financial plans and risk-based model portfolios sub-advised by third-party managers.

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.