Nicholas Jones is a financial advisor at Crewe Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Houlihan Lokey Capital, Inc., Piper Sandler & Co., and Citigroup, among other firms. Crewe Advisors provides portfolio management and financial planning services to both individual and institutional clients, including high-net-worth individuals, charitable organizations, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Cristian Haymes is a financial advisor at Capita Financial Network, LLC, holding a Series 65 designation. He has professional experience beginning in 2024 and previously worked in educational roles at the University of Utah, Santa Fe Christian High School, and Horizon Prep Middle School. 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 client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, and manages a range of investments including mutual funds, ETFs, equities, fixed income, options, and private funds.

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.

Katherine Brinkerhoff is a financial professional with seven years of industry experience, currently affiliated with Capita Financial Network, LLC. She has worked at Raymond James Financial Services Advisors, Inc. and Fidelity Brokerage Services, LLC. Brinkerhoff also has a background with the Church of Jesus Christ of LDS. 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 third-party subadvisors, conducting regular account reviews and managing a range of investment types.

Casey Rees is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Farmers Financial Solutions and Farmers Insurance Group. Rees has operated the Rees Insurance Group, doing business as Crestwood Retirement Solutions, since 2014. 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 offers customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and employs a range of strategies including fundamental, technical, and cyclical analysis.

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 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 with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Foundations, she worked at Heritage Wealth Management and AE Wealth Management, LLC. Outside of her advisory roles, she is involved in life and annuity sales through Heritage Wealth Management. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a broad network of affiliated 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.

Robert Lemon is a financial advisor with Wedbush Securities Inc. in Salt Lake City, UT, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He has worked with Wedbush Securities since 2007 and Brookstreet Securities Corporation since 2004. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account programs alongside commission-based brokerage arrangements and provides custody, clearing, and prime services tied to commodities and derivatives activities.

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.

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.