John Mac Willie IV is a financial advisor at Boyer Financial Services, Inc. He holds a Series 65 designation and has experience working at LPL Financial and Boyer Financial Services, beginning his advisory career in 2024. Prior to entering the financial industry, he held positions at Chick-Fil-A and Servite High School. Boyer Financial Services serves individual and high-net-worth clients, as well as trusts, foundations, corporations, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting with an emphasis on asset allocation, cost efficiency, tax awareness, and the use of technology tools alongside human adviser oversight.

Mark Boyer is a financial advisor at Boyer Financial Services, Inc. with 32 years of industry experience. He previously worked at LPL Financial for 22 years before joining his current firm in 2024. Outside of his advisory role, Boyer is president of KB Edge Inc., a sports performance training facility, and serves on the advisory board of the Southern California Fellowship of Christian Athletes. Boyer Financial Services serves individual and high-net-worth clients, trusts, foundations, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes asset allocation, tax awareness, and cost efficiency, incorporating strategies across equities, fixed income, ETFs, and alternative investments, and utilizes technology tools while maintaining human oversight of investment decisions.

Markus Boyer is a financial advisor at Boyer Financial Services, Inc. He holds a Series 65 designation and has experience working in athlete management and solar energy prior to joining the firm. His career includes roles at various financial and consulting organizations as well as academic affiliations. Boyer Financial Services serves individual and high-net-worth clients, trusts, foundations, corporations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement consulting. The firm emphasizes asset allocation, cost efficiency, and tax awareness, using a range of investment strategies and technology tools while maintaining human oversight of investment decisions.

Jason Jacobi is a CFP® with 12 years of industry experience and is currently an advisor at Boyer Financial Services, Inc. Prior to joining Boyer in 2024, he worked at LPL Financial, Pacific Life Insurance Company, and Pacific Select Distributors Inc. He is co-owner of The Jacobi Group, a family-run PR and marketing firm, and serves as a non-executive board member advising Unbiased Inc. on the US RIA space. Boyer Financial Services is an SEC-registered, fee-based wealth management firm serving individuals, high-net-worth families, businesses, and trusts. The firm offers financial planning, portfolio management, and retirement-plan consulting, implementing tailored investment programs with ongoing monitoring and client education as key features.