Robert Ford is a financial advisor at Advisory Services Network with nine years of industry experience. He holds a Series 65 designation and previously worked at Navigate Private Wealth LLC for eight years. Advisory Services Network provides investment advisory and planning services through a large network of independent representatives, serving individuals, families, corporations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, and investment consulting, utilizing both discretionary and non-discretionary approaches.

Martin Muse is a financial advisor at Trek Financial with six years of industry experience. He has worked at Trek Financial since 2018 and previously operated Mmuse Painting for two years. Outside of his advisory role, he is the owner of M. Muse Consulting, LLC, established for compensation purposes, and has worked as an insurance agent since 2019. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio strategies, incorporating rules-based, evidence-based, fundamental, and technical analyses, and uses artificial intelligence tools under governance and review.

Ryan Thacker is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with B.O.S.S. Retirement Advisors and B.O.S.S. Retirement Solutions since 2014. Outside of his advisory role, Thacker is involved in several business ventures including managing Infinity Publishing, a financial education enterprise, and RJT Energy Solutions, a solar energy company. 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 and primarily delivers services through co-managed arrangements with AE Wealth Management and third-party money managers.

Nathan Wong is a financial advisor with ON Investment Management CO in Sandy, Utah, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at The O.N. Equity Sales Company since 2011 and Ohio National Financial Services since 2010. Outside of advising, he is an insurance agent specializing in life, disability, and long-term care insurance. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to third-party investment programs, managing a mix of discretionary and non-discretionary client accounts.

Gary Warnica Jr. is a financial advisor at Diversify Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of his advisory role, he is involved in developing children’s literature through his ownership of eHomonym LLC. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach and offers a broad range of services such as financial planning, family office consulting, and portfolio management across multiple account types.

Timothy Gottfredson is a CFP® with 17 years of industry experience, currently serving at Capita Financial Network, LLC since 2021. His prior roles include positions at EP Wealth Advisors, Raymond James Financial Services, and Peterson Wealth Services. Outside of financial advising, he is the CEO and business owner of Flex Transportation, LLC. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses with tailored financial planning and discretionary investment advisory services. The firm employs risk-based model portfolios and primarily uses third-party subadvisors, conducting regular account reviews and managing a variety of investment types.

Spencer Felkins is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked in lawn care and pest control businesses. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes model portfolios and outside managers to construct diversified allocations and delivers ongoing services mainly through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Austin Thacker is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has four years of industry experience, including prior roles with B.O.S.S. Retirement Solutions and two years serving as a Church Missionary. Thacker is also a minority member and manager of T4 Enterprises, LLC, a private investment entity. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning for 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 by referring clients to third-party money managers.

Cristian Haymes is a financial advisor at Capita Financial Network, LLC in Draper, UT, holding a Series 65 designation with one year of industry experience. Prior to joining Capita Financial Network, he worked at the University of Utah and has teaching experience at Santa Fe Christian High School and Horizon Prep Middle School. 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. The firm uses risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Alexander Rahm is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. His prior work history includes a position at UBS Financial Services, Inc. and a four-year tenure at Brigham Young University. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes a combination of proprietary strategies and independent manager allocations with a focus on fundamental analysis and a flexible investment approach including mutual funds, ETFs, equities, bonds, and digital assets.

Carson Strong is a financial advisor at Capita Financial Network, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Capita Financial Network since 2022. Prior to his current role, he held positions at ObservePoint, Brigham Young University, Zions Bank, and Bank of Utah. 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 uses risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Brent Dewsnup is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at SVB Capital, Silicon Valley Bank, and Rocky Mountain Power. 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, primarily through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.

Katherine Brinkerhoff is a financial professional with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Raymond James Financial Services, Fidelity Brokerage Services, and Utah Wealth Strategies. 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 uses risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

Casey Rees is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Farmers Financial Solutions and Farmers Insurance Group. Rees also operates Rees Insurance Group dba Crestwood Retirement Solutions. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a range of strategies including fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary portfolio management.

Benjamin Marshall is a CFP® with 19 years of experience in the financial services industry. He is currently affiliated with Ascentis Independent Advisors, LLC and has held roles at multiple firms including Marshall Wealth Advisors, Golden State Equity Partners, and Townsquare Capital. In addition to his advisory work, he has been involved in fixed insurance sales since 2010. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines discretionary management, third-party managers, and platform solutions, and offers specialized programs such as Private Direct Investments for allocation into illiquid private funds.

Michael Johnson is a Series 65-licensed advisor at Savvy with 24 years of industry experience. He previously worked for 16 years at Pillar Capital LLC before joining Savvy. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and technology platforms to support customized client solutions.

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.

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.