David West is a financial advisor with Tucker Asset Management LLC in Orem, Utah. He holds the ChFC® designation and has 21 years of industry experience, including prior roles at Alpine Capital Management, LLC and founding West Capital Advisors, Inc., where he serves as President. West Capital Advisors also operates as an insurance agency providing financial consulting and non-investment products such as annuities and life insurance. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down macroeconomic asset-allocation process and offers discretionary investment management, financial planning, and retirement plan advisory through a network of independent investment adviser representatives.

Eliza Campbell is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Caliber Wealth Management, Dakota Wealth Management, and held academic roles at Brigham Young University and Harvard Business School. Diversify Wealth Management provides investment advisory and planning services to a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach and offers a range of services including financial planning, family office consulting, and portfolio management across multiple account types.

Jeremy Johnston is a financial advisor at Portside Wealth Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including DFPG Investments, Townsquare Capital, Allegis Investment Services, and JohnstonRogers Financial Advisors, which he has been associated with since 1995. Johnston is also a managing member of Oxford Portfolio Management, focusing on portfolio design and management. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs tailored discretionary mandates and integrates legal and accounting services through affiliated professionals.

David Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Kestra in 2017. Johnston is also the CEO of White Cap Wealth Management, an independent registered investment advisory firm operating under Kestra Investment Services. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a broad range of investment products and specialized services within a platform that supports discretionary and non-discretionary arrangements.

Bryson Hutchings is a financial advisor at Strategic Blueprint, LLC with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including optionsXpress and The Strategic Financial Alliance, Inc. He is also a partner at Life Income, where he assists clients in designing and implementing financial plans. Strategic Blueprint, LLC serves individuals, pension plans, trusts, charitable organizations, and business entities through a network of independent advisors offering customized, goal-based investment strategies, financial planning, and a subscription advisory program. The firm emphasizes ongoing client education and provides both discretionary and non-discretionary management across various advisory services.

Taylor Olsen is a financial advisor at Diversify Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at FirstPurpose Wealth for nine years. Outside of his advisory role, Olsen is a tax manager and partner at FirstPurpose Tax, providing tax and accounting services to clients. Diversify Wealth Management offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and provides both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Joshua Thayne is a financial advisor at Portside Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at GreenStreet Mortgage and Johnston Rogers LLC. Outside of his advisory work, he is an owner/member of Pinewood LLC, a personal business entity. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, pension consulting, and other services, utilizing tailored investment approaches that combine fundamental, technical, and modern portfolio theory.

William Sefcik is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been involved with several affiliated entities of Global View Capital since 2013 and owns WJS And Associates, a tax planning and consulting firm. Additionally, he co-manages multiple family-owned franchise businesses specializing in gourmet cookies, where he handles accounting and tax preparation. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach based on technical signals and operates a proprietary algorithmic research platform, offering various managed account solutions including model portfolios, SMAs, and a low-cost ETF-based option.

Sara Lewis is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments and Primerica Advisors. Prior to her financial career, she was employed in healthcare and education roles. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and customized investment solutions. The firm employs a strategic asset allocation approach overseen by an investment committee and combines a scaled independent IAR network with TAMP services for other registered investment advisers.

Brent Christensen is a financial advisor at Portside Wealth Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TownSquare Capital, Aventus Wealth, and Fidelity Investments. He is also an independent life insurance and annuity sales agent through BC Consulting LLC. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning using tailored mandates and a blend of investment approaches, alongside affiliated legal and accounting expertise.

Mark Mckell is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Townsquare Capital LLC for three years and has been the owner and president of McKell Partners, offering fixed life and annuity products, since 2001. Outside of advising, he serves as a non-voting advisory board member for a construction company and manages its 401(k) plan. Portside Wealth Group is an SEC-registered multi-advisor firm providing discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment analysis and offers related legal and accounting services through affiliated professionals.

Brock Andersen is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and J.P. Morgan since 2016. Andersen joined RFG Advisory in 2026. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, including alternative investments and annuity management.

Hunter Huillet is a financial advisor with Triad Wealth Partners, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Cetera Wealth Services, LLC, and has also been affiliated with Renaissance Financial, where he served as a financial advisor. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and model portfolios. The firm operates a combined business model that includes an independent IAR network and a TAMP, managing over $1.5 billion in regulatory assets.

Alexander Haviland is a CFP® with 11 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has previously worked at DFPG Investments, Inc. and LJCooper Capital Management. Outside of advising, he serves on the board of directors for NEXT STEP WAREHOUSES as a financial strategist and owns an accounting and tax services business. 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, retirement plans, and other institutions. The firm uses a tactical diversification and asset allocation approach employing multiple platform options and a broad range of investment instruments.

Michael Kunzler is a CFP® and ChFC® with 28 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, joining in 2026. Prior to this, he spent nearly three decades at Northwestern Mutual in various roles across wealth management and investment management. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management solutions, combining fundamental, technical, and cyclical analysis with client-imposed restrictions and a range of asset types.

James Houston is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. He previously worked at DFPG Investments, Inc. and Riggs Capital Management. Houston is also managing member of Rockbeds Enterprises, LLC, a holding company for his Merit stock. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach centered on centrally managed portfolios, allowing advisors to customize strategies for their clients.

Andrew Flanders is a financial advisor at Foundations Investment Advisors LLC with a Series 65 license and one year of industry experience. His prior work includes roles at Stauffer Retirement Planning, Tandem Ventures, and Brigham Young University. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses model portfolios and an asymmetric rebalancing approach, combining fundamental, technical, and cyclical analysis, and often employs third-party sub-advisers and custodians such as Schwab, Fidelity, and Pershing.

Michael Corrigan is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has held roles at Innovative Mortgage Alliance, LLC and C & E Financial Group, Inc., among others. Outside of advisory work, Corrigan serves as president and CEO of Pioneer Resource Management, a health supplement consulting and sales business. Global View Capital Management provides discretionary investment management and financial planning for individuals, trusts, corporations, and retirement plans, using a quantitative and technical investment approach guided by proprietary algorithmic research. The firm offers multiple managed account options, including a low-cost, ETF-only program and third-party platform integrations.

Tyler Steinkopf is a CFP® and ChFC® with 10 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kenneth Tooke, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and with Mike Kunzler. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services and builds customized investment plans using fundamental, technical, and cyclical analysis delivered through various internally managed and third-party portfolio options.

Julie Mac Neil is a financial advisor at Tucker Asset Management LLC with four years of industry experience. She holds a Series 65 designation and has operated MacNeil Financial Services, providing insurance sales, since 2005. Outside of her advisory work, she is an author and motivational speaker with The 50 Year Secret, LLC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation approach with a mix of growth, fixed-income, alternative investments, and model-portfolio solutions.