Taylor Acevedo is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at TownSquare Capital and FJ Management Center. His background also includes time at Utah State University and service with The Church of Jesus Christ of Latter-Day Saints. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Anna Call is a financial advisor at Sepio Capital, LP in Salt Lake City, UT. She holds a Series 65 designation and has been with Sepio Capital since 2025. Prior to joining the firm, she was a student for ten years. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs proprietary strategies combined with allocations to independent managers, focusing on fundamental analysis and a generally long-term orientation while permitting shorter-term trading to meet client objectives.

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 credential and one year of industry experience. Prior to joining Capita Financial Network, he held positions at Mountain America Credit Union and several other organizations across various industries. 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, typically implementing risk-based model portfolios sub-advised by third-party managers and offering access to private funds.

Jeffrey Hartung is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and has experience outside finance at Staples Inc. and Garage Doors Inc. Hartung also teaches as an adjunct professor at Salt Lake Community College. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through a multi-team structure supporting over 40,000 participants. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management using asset allocation models and a total wealth approach tailored to individual clients.

Keith Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 license and 12 years of industry experience. He has held roles at Morgan Stanley and its Private Bank affiliate since 2014 and has been with Kestra since 2017. Johnston serves as an adjunct professor at Utah Valley University and is an advisory board member at Brigham Young University, assisting students with career preparation. He also coaches a high school girls tennis team. 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 over $13 billion in client assets and offers a broad range of investment products and specialized services.

Andrew Williams is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding Series 65 and Series 63 licenses with five years of industry experience. His prior roles include positions at Wells Fargo Bank and Fidelity Investments, as well as seven years at the University of Utah. 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 on a discretionary basis and utilizes a client-focused process that employs model portfolios and outside managers to construct diversified allocations and deliver ongoing oversight.

Andrew Toolson is a financial advisor with Kinetic Investment Management, Inc., holding Series 63, 65, and 66 credentials and eight years of industry experience. His prior roles include positions at Verity Asset Management, Teachers Pension, and Eventide Management Partners. Outside of finance, he is involved in rideshare driving and sports officiating. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and may include higher-risk investments such as non-traded REITs when suitable.

Drake Puzey is a Series 65-registered financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has four years of industry experience, including roles at Equitable Advisors and EnterbankUSA. Outside of his financial advisory work, he is also a self-employed independent contractor delivery driver in Boise, Idaho. 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 on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Jay Riggs is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Merit in 2025, he was president and founder of Riggs Capital Management LLC for 23 years and has worked with firms including Emerson Equity LLC, DFPG Investments, Inc., and Orchard Securities. Outside of his advisory role, Riggs manages several personal business entities, including Bocephus Enterprises LLC. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services with an investment approach focused on long-term, diversified portfolios using centrally managed sleeves and customizable models overseen by an internal Investment Committee.

Shay Nelson is a Series 65 credentialed financial advisor with three years of industry experience, currently with B.O.S.S. Retirement Advisors, LLC since 2021. Prior to joining B.O.S.S., Nelson held roles in various sectors including fitness and hospitality. 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 on a discretionary basis and emphasizes co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

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 has 17 years of industry experience. He previously worked at Rovin Capital for 18 years and at First Allied Advisory Services and First Allied Securities for a combined eight years. Outside of CW Advisors, he serves on the investment committees of Six Peak Capital Management, LLC and Rovin Capital. CW Advisors provides wealth management, financial planning, and family office services to a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services to other independent advisers.

Jordan Eyre is a CFP® professional affiliated with Diversify Advisory Services, LLC, with seven years of industry experience. His prior roles include positions at Zions Bank, LPL Financial LLC, and Olympus Wealth Management. Eyre also worked at Utah Valley University and Progressive Leasing earlier in his career. Diversify Advisory Services is an SEC-registered advisor 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 portfolio management strategies and financial consulting services tailored to client goals and risk tolerance.

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 at Merit Financial Advisors with six years of industry experience. He has previously worked at Morgan Stanley Smith Barney, E*Trade Securities, and Goldman Sachs, and he holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant manager at The Story Cupboard, where he assists with shipping, inventory management, and managing sales events at local elementary schools. He also works as a freelance web designer for local businesses. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios that advisors can customize.

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 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.