Megan Palazzo is an advisor at Consolidated Portfolio Review Corp with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Vanderbilt Securities, Geneos Wealth, and GWN Securities Inc. Outside of advisory work, she maintains ownership of Palazzo Wealth LLC and a trademarked DBA, Granite Canyon Wealth. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary managed accounts, as well as proprietary model portfolios and third-party platforms. The firm supports a range of investment approaches implemented by independent advisors, leveraging strategic asset allocation combined with fundamental and technical analysis.

Christopher Cook is a financial advisor at Diversify Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Diversify Wealth Management since 2024, with prior roles at Dfpg Investments, Inc. and Diversify, Inc. Outside of advisory work, he serves as a director for The Emily Cook Dyches Memorial Foundation, a nonprofit assisting women with perinatal mood disorders. 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, offering discretionary and non-discretionary management aligned with client objectives and fiduciary requirements.

Todd Skousen is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Drive Wealth Advisers and Magellan Capital LLC and is president and managing partner of Links Consulting, where he is involved in business development and operations. Additionally, he serves as an independent contractor for Decisive Investor, marketing and selling investment-related software. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, and charitable organizations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers both advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

Michael Bennett is an Investment Advisor Representative with Crewe Advisors and holds Series 63 and Series 65 designations. He has 18 years of industry experience and has been with Crewe Capital since 2015. Bennett serves on the board of CharityVision, a nonprofit focused on addressing global blindness issues, and is involved with the Crewe Cup, an annual golf tournament that donates its profits to charity. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, and insurance companies. The firm’s investment approach integrates fundamental, technical, and quantitative analysis and includes discretionary management and private fund sponsorship.

Gregory Caldwell Jr. is a CFP®-designated financial advisor with 13 years of industry experience. He is currently with Diversify Wealth Management, LLC and has held prior roles at DFPG Investments, Inc. and LJCooper Capital Management. Outside of financial advising, he manages Critter's Custom Creations, LLC, a business that produces and sells art including T-shirts, metal work, and epoxy art. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and offers a tactical diversification approach using a range of internal and third-party strategies across multiple platform options.

John Beatson Jr. is a financial advisor at Sepio Capital, LP with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sepio Capital since 2018, following 13 years at Marshfield Associates. Based in Salt Lake City, UT, he is part of a 19-advisor team. 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, charitable organizations, businesses, and institutional investors, using a long-term, fundamentals-driven investment approach across proprietary strategies and independent managers.

Jay Wells is a financial advisor at Soltis Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Drive Wealth Advisers, Foresight Wealth Management, LLC, and Securities Service Network. 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 integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence to choose ETFs, mutual funds, private alternatives, and structured instruments.

Charles Maynes is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has been with B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2014. 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 delivering services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Logan Burrell is a financial advisor at Interactive Financial Advisors holding a Series 65 designation. He has one year of industry experience, including prior roles at SJI Financial Services and various positions outside the financial sector. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs a multi-advisor network approach and integrates fundamental analysis with Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios.

Rachael Scott is a financial advisor at B.O.S.S. Retirement Advisors, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and AI Tech. 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, using model portfolios and outside managers to construct diversified allocations while offering ongoing client oversight and consulting.

Rod Cushing is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2019. Prior to that, he was with Cambria Capital, LLC for nine years and has been affiliated with RBC Capital Markets Corporation since 2008. Outside of advisory work, he serves as a personal representative and co-trustee of a family trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, utilizing both internally created and third-party investment models supported by an Envestnet workflow.

Jesse Mitchell is a financial advisor with Crewe Advisors in Salt Lake City, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Crewe Capital since 2020 and previously worked in the automotive and telecommunications sectors. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a comprehensive investment process that integrates fundamental, technical, and quantitative analysis and is noted for advising private pooled vehicles and serving insurance company clients.

Dallin Schwendiman is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 credential and has worked at multiple firms including AE Wealth Management and Heritage Wealth Management. Schwendiman maintains an active role at Heritage Wealth Management focusing on investment planning and advising. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Joseph Broadbent is a financial advisor at Diversify Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Diversify Wealth Management since 2024 and Dfpg Investments, Inc. since 2011. Outside of advisory work, he is involved in real estate sales and marketing activities and manages developer and investor relationships through related business entities. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, and fiduciary services. The firm employs a tactical diversification and asset allocation approach across multiple platform options and a broad range of investment instruments.

Danielle Lewis is a financial advisor with Capita Financial Network, LLC, holding a Series 65 designation and four years of industry experience. Her prior work experience includes roles at Northwestern Mutual and retail positions at Famous Footwear and Bath & Body Works. Capita Financial Network provides financial planning and discretionary investment advisory services primarily to 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 utilizes risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Joseph Kent is a financial advisor at Capita Financial Network, LLC in Draper, UT, holding a Series 65 credential with four years of industry experience. His prior work includes roles at B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2020, as well as experience in home construction and other fields. 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 employs risk-based model portfolios and primarily uses third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

Ma Kenzie Losee is an advisor at Diversify Wealth Management, LLC with Series 65 and Series 63 credentials. She has been with the firm since 2025 and has prior experience running K-Lo Studio from 2022 to 2024. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm manages approximately $4.1 billion in assets and employs a team-based investment approach emphasizing tactical diversification and asset allocation across a range of instruments and platform options.

Breck Jacobs is a financial advisor at Gibbs Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sempre Avanti, Hornor Townsend & Kent Inc, and Jacobs Financial Group LLC. Jacobs is also involved in insurance as an owner and agent of Future Focus Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios.

Daniel Sudit is a financial advisor at Crewe Advisors with 18 years of industry experience. He holds the Series 65 and Series 66 licenses and has been with Crewe Advisors since 2015. Crewe Advisors provides ongoing portfolio management and financial planning to a mix of individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm uses a combination of fundamental, technical, and quantitative analysis and manages accounts primarily on a discretionary basis according to documented client risk tolerances.

Ross Wamsley is a financial advisor at St. Bernard Financial Services, Inc. with 17 years of industry experience. He has previously worked at Voya Financial Advisors, Inc., Questar Asset Management, Inc., Merrill, and Edward Jones. Wamsley is also an independent insurance agent specializing in the sale of fixed insurance products. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm employs a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory and academic research.