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 27 years of industry experience, currently affiliated with Capita Financial Network, LLC. He has worked at Fidelity Personal and Workplace Advisors since 2018 and has been with Fidelity Investments since 2007. 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 risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

Alma Frandsen is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Heritage Wealth Management and AE Wealth Management, LLC. Outside of her advisory role, she is involved in life and annuity sales through Heritage Wealth Management. Foundations Investment Advisors provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth investors, and retirement plans, utilizing a combination of fundamental, technical, and cyclical analysis along with model portfolios and third-party sub-advisers.

Cameron Cole is a CFP® with 17 years of industry experience currently advising at Empirical Wealth Management. His prior experience includes roles at Solidarity Wealth, Sanford C. Bernstein & Co, and KeyBank NA Key Private Bank. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with diversified investment management and financial planning services. The firm applies Modern Portfolio Theory using a broad range of asset classes and offers alternative-strategy investments, alongside affiliated real estate, insurance, and estate-planning services.

Brett Cushing is a financial advisor at Kovack Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors and Kovack Securities since 2019, following a prior role at InterContinental Hotels Group. Outside of his advisory work, he serves as successor trustee for a family trust. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension plans, and banking institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, emphasizing diversified asset-class exposure primarily through mutual funds and ETFs.

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 the Series 66 designation and has worked previously at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities. Outside of his advisory work, he is a member of the Knights of Columbus, a nonprofit organization. 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, and retirement-plan services through a network of independent advisers, utilizing a structured risk framework and a mix of firm-developed and third-party investment models.

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.

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.

Dale Black is a financial advisor at Global View Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global View Capital Management since 2014. Outside of advisory work, he is involved in managing Dalemar, Incorporated, a personal business entity. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by its proprietary algorithmic research platform and offers a range of managed account options and third-party integrations.

Michael Gardner is a financial advisor at Global View Capital Management LLC with three years of industry experience. He holds the Series 65 credential and has worked in sales and marketing roles in the construction industry prior to his current advisory position. Gardner also maintains a long-term involvement with a construction sales role at Tile Traditions. Global View Capital Management provides discretionary investment management and financial planning services for individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house research platform that produces algorithm-based buy and sell signals.

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.

Robin Andersen is a Series 65-registered financial advisor with five years of industry experience, currently with Diversify Wealth Management, LLC. His prior roles include positions at Diversify Advisory Services, DFPG Investments, TownSquare Capital, Smart Financial, and Creative Financial Services. Outside of advisory work, he is involved as a coach and camp director for a youth football camp and serves as chapter president of the American Financial Education Alliance in Utah. Diversify Wealth Management, LLC provides investment management, financial planning, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach across a variety of investment platforms and instruments.

Brennon Bowen is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior roles include positions at The Professional Financial Company, Arista Wealth Management, and Andina Capital Management LLC. Outside of his advisory work, Bowen is the head coach of the 12U Orem Tigers softball team and an adjunct professor at Utah Valley University. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating tax-aware techniques and specialized portfolio management.

Joshua Scott is a financial advisor at Capita Financial Network, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Divergent Wealth Advisors, Utah Valley University, HFG Trust, and World Financial Group. Capita Financial Network serves individuals, including retirees and high net worth clients, as well as 401(k) plans and small businesses, 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, and manages a diverse range of investment vehicles.

Steven Manning is a financial advisor at Trek Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at World Equity Group for three years. Manning is also a licensed insurance agent for life and health insurance. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, incorporates AI tools under governance frameworks, and offers a wide range of model and alternative investment strategies.

Devin Larkins is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LifePro Asset Management and ran Larkins Investment Management, LLC. Outside of his advisory role, he serves as president of Strategic Design, Inc., a financial planning and investment firm. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, combined with technology and operational services for advisors through its managed account platform.

Jason Anderson is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Morgan Stanley. Outside of his advisory role, Anderson is a manager of Hidden Lake Holdings, LLC, an entity involved in real estate administrative activities. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification investment approach using various internal and third-party models and offers a wide range of portfolio management and consulting services.