Michael Halls is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2005. The firm provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler emphasizes individualized investment policies, diversified portfolios, and utilizes affiliated resources within BMO Financial Group to support its clients.

Rylie Halliday is a financial advisor at Crewe Advisors with five years of industry experience. She holds a Series 65 designation and has worked at Crewe Advisors since 2015, with additional roles at the University of Utah and The Walt Disney Company. Outside of her advisory work, she serves as a consultant for Bloomfully Group LLC, a digital content provider. Crewe Advisors offers portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and is known for advising private pooled vehicles and serving insurance company clients.

Hansen Ringer is a financial advisor at Sepio Capital, LP with 10 years of industry experience. He holds a Series 66 designation and has worked at Sepio Capital since 2017, with prior experience at Bank of America and Merrill. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering 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 and a generally long-term investment approach while allowing for shorter-term trading to meet client needs.

David Laga is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Cedar Crest Advisors, LLC and has been with DFPG Investments, Inc. since 2012. Outside of his advisory role, he is involved with Multnomah Capital as an owner and is a member of DCJL Investco, LLC, a holding company where he manages tax filings and administration. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and corporate consulting with an investment approach focused on tactical diversification and customized asset allocation tailored to client goals and risk tolerance.

Dustin Thackeray is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Crewe Advisors since 2015, where he holds a Series 66 license. Crewe Advisors provides portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis in its investment process and manages accounts primarily on a discretionary basis.

Tanner Smith is a financial advisor at Capita Financial Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Capita since 2021. Prior to his advisory role, Tanner’s background includes positions at Lakeridge Construction and Southern Utah University. 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 employs risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Michael Littledike is a financial advisor at Capita Financial Network, LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at Capita since 2018, following five years at Allegis Investment Advisers, LLC (formerly Bowengroup Advisors LLC). Outside of his advisory work, he serves as president of two personal, non-investment-related businesses, MBL Financial and The Riv LLC. 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 risk-based model portfolios and primarily recommends third-party subadvisors to manage client investments, tailoring advice to each client’s financial plan and objectives.

Richard Gurr is a CFP® with 28 years of industry experience, currently affiliated with Capita Financial Network, LLC. He has worked at Fidelity Personal and Workplace Advisors from 2018 to 2022 and has been with Fidelity Investments since 2007. 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 offers tailored financial plans, separately managed accounts, and access to private funds, implementing risk-based model portfolios that are sub-advised by third-party managers.

Cameron Cole is a financial advisor at Empirical Wealth Management with 17 years of industry experience. He holds the CFP® designation and Securities Series 63, 65, and 66 licenses. His prior experience includes roles at Solidarity Wealth, Sanford C. Bernstein & Co, KeyBank NA Key Private Bank, Zions Capital Advisors, and TD Ameritrade. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm uses a diversified investment approach based on Modern Portfolio Theory, offering a range of services including discretionary and non-discretionary investment management, financial planning, tax preparation, and retirement-plan consulting.

Robert Lemon is a financial advisor with Wedbush Securities Inc. in Salt Lake City, UT, holding Series 63 and Series 65 licenses. He has 37 years of industry experience, including 19 years at Wedbush and over two decades at Brookstreet Securities Corporation. Wedbush Securities Inc. offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, providing a range of wealth management, fixed income, commodities, and capital markets services. The firm’s approach includes tailored portfolio management strategies and comprehensive operational capabilities such as clearing, custodial, and prime services.

Brett Cushing is a financial advisor at Kovack Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Cambria Capital, LLC and InterContinental Hotels Group. Outside of his advisory role, he serves as successor trustee for a family trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension plans, charitable organizations, banks, and government clients. The firm uses a combination of internally created models and third-party managers to construct portfolios, offering both model-based and advisor-managed solutions across multiple custodians.

Maggie Scanlon is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. She previously worked at NGON Solutions and Goldman Sachs. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a manager selection and portfolio construction process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

Jenifer Connors is a financial advisor at Diversify Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at DFPG Investments, Inc. and Diversify, Inc. since 2014. Outside of her advisory role, Connors is involved in insurance sales and serves as executive director for an identity theft protection service. She also holds volunteer leadership positions on the UVU Personal Financial Planning Alumni Board and the Financial Planning Association, Utah Chapter. 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, and offers both discretionary and non-discretionary management aligned with clients’ objectives and regulatory requirements.

Dallas Price is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory role, he volunteers with the Knights of Columbus. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, written financial planning, and retirement-plan services, employing a structured risk framework and diversified manager exposure through both firm-developed models and third-party managers.

Andrew Angerbauer is a CFP® with six years of industry experience, currently with Capita Financial Network, LLC. His prior experience includes roles at Fidelity Investments, Merrill, and Bank of America. He is also involved with Andrew LA Enterprises. 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, 401(k) plans, and small businesses through tailored financial plans and risk-based model portfolios.

Michelle Vuksinick is a financial advisor with Diversify Advisory Services, LLC and holds a Series 66 designation. She has 21 years of industry experience, including roles at Ameriprise Financial Services, Inc. and Coign Capital Advisors. 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 a range of investment platforms and strategies to meet client objectives.

Cameron Rafati is a financial advisor at Arkadios Wealth Advisors in Salt Lake City, UT, holding the Series 66 designation with two years of industry experience. Prior to joining Arkadios Capital in 2026, he was with DAI Wealth, LLC and Dai Securities LLC from 2024 to 2026. Outside of finance, Cameron is the owner of CMR Music LLC, a business he has operated since 2011, and is involved with consulting and philanthropy work through a family foundation. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by providing customized investment and wealth management solutions, including advisor-managed accounts, wrap programs, and third-party money manager access. The firm employs fundamental, technical, and cyclical analysis and supports advisors with an internal portfolio team that offers models, strategies, and trade execution across a range of asset classes.

Mitchell Rencher is a financial advisor at Sepio Capital, LP with five years of industry experience. He holds a Series 65 designation and previously worked at Mercato Partners and Scalar Analytics. Based in Salt Lake City, UT, Rencher has been with Sepio Capital since 2021. 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 primarily long-term, fundamentals-driven investment approach that utilizes proprietary strategies alongside independent managers, offering discretionary management across a range of asset types including mutual funds, ETFs, individual securities, private funds, and digital assets.

John Morzelewski is a financial advisor at Ashton Thomas Private Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including M. S. Howells & Co. and Peachtree Capital Corp. Outside of his advisory role, he serves as president of Morzelewski Investments Inc., a non-investment income passthrough entity. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and charitable entities. The firm provides discretionary portfolio management, financial planning, and expanded family office services, utilizing a range of investment strategies and platforms to meet client needs.

Christopher Stagg is a CFP® professional with 17 years of experience in the financial industry. He is currently with United Capital Financial Advisors, where he has worked since 2019. His prior experience includes roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and Miller Financial, Inc. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services such as sub-advisory and consulting, supported by a technology platform that assists independent investment advisors.