Timothy Whipple is a CFP® with 29 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has held roles at DFPG Investments, Inc., FirstPurpose Wealth, L J Cooper Capital Management, and Whipple Financial, Inc. Outside of advisory work, he serves as CFO of Brixton Partners, a company involved in subdividing and selling warehouse units, and sits on the boards of several charitable organizations including A Child's Hope Foundation and Lifting Hands International. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary standards.

Dennis Mcmillan is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Portside Wealth Group since 2024 and previously at Arete Wealth Advisors LLC, Arete Wealth Management LLC, Wealth Navigation, LLC, and First Frontier Financial. Outside of advisory work, he is the owner of First Frontier Financial, an independent insurance agency specializing in fixed life, annuity, and health insurance. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning using tailored investment mandates, blending fundamental, technical, and modern portfolio theory approaches, and offers affiliated legal and accounting services.

Richard Rogers is a financial advisor at Portside Wealth Group, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms, including GreenStreet Wealth Advisors and DFPG Investments, Inc. Outside of advisory services, he is president of GreenStreet Mortgage, a mortgage brokerage specializing in residential and commercial loans. Portside Wealth Group is a multi-advisor SEC-registered firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, and related services, utilizing a combination of fundamental, technical, and modern portfolio theory in its investment approach.

Jason Mcmullin is a financial advisor at Diversify Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DFPG Investments, Inc., LJCOOPER Capital Management, LLC, Cambridge Investment Research Advisors, and Strategis Financial Group, Inc. Since 2005, he has also served as a tax advisor heading an accounting and tax services department at FirstPurpose Tax. 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 institutions. The firm manages approximately $4.1 billion in assets and utilizes a tactical diversification approach with a range of platform options and investment instruments tailored to client objectives.

Randall Sparks is a financial advisor with Portside Wealth Group, LLC, holding a Series 65 credential and 10 years of industry experience. He has worked at firms including York Howell Guymon Law, where he is also an attorney, TownSquare Capital, LLC, Allegis Investment Advisors, and McCullough Sparks. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment analysis, and offers related legal and accounting services through affiliated professionals.

Isaac Huether is a financial advisor at Portside Wealth Group, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*TRADE, Silicon Valley Bank, and Fidelity Brokerage Services. Huether serves as a member of the Cowlitz Indian Tribe Investment Counsel. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of investment approaches and offers affiliated legal and accounting services alongside its advisory offerings.

Sam Deaver is a CFP® with 11 years of industry experience currently serving at Diversify Wealth Management, LLC. He has previously worked with DFPG Investments, Inc. and LJCooper Capital Management. Outside of advising, he produces media content for a mountain bike–focused YouTube channel and prepares tax returns for clients. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base including individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs tactical diversification and a mix of internal and third-party strategies across multiple platform options.

Aaron Larson is a Series 66-registered financial advisor with three years of industry experience. He has worked at Portside Wealth Group since 2025 and previously held positions at Olympus Peaks Financial and Edward Jones. Outside of advising, Larson owns and manages Elevate & Exit, a business that works with owners to value their companies before sale. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored discretionary mandates and a blend of investment analysis techniques, while also offering affiliated legal and accounting services alongside its advisory business.

James Spainhower is a financial advisor at Diversify Wealth Management, LLC in Orem, UT, holding the ChFC® designation with 25 years of industry experience. He has been affiliated with DFPG Investments, Inc. since 2011 and FirstPurpose Wealth since 2008. Outside of advising, he manages Rising Sun Cattle Co., where he oversees finances, marketing, and breeding operations for wagyu and kobe-style beef. Diversify Wealth Management serves individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions with a tactically diversified investment approach. The firm offers financial planning, family office and corporate consulting, and portfolio management across multiple account types using a variety of investment vehicles and management platforms.

David Gardner is a financial advisor at Diversify Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and is also the managing partner of Caliber Wealth Management. Outside of his advisory roles, Gardner serves as president of 112 Ventures, a bookkeeping and tax planning business. 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 curated models, and incorporates both liquid and illiquid investments aligned with clients’ objectives.

Eric Barnes is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked with Transamerica Financial Advisors, Inc. and World Financial Group, INC. since 2023. Barnes is also an attorney and owner of The Law Offices of Eric B Barnes, Inc., which he has operated since 1995, focusing on eldercare law and related legal services. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrates affiliated legal and accounting services for comprehensive client support.

Kyle Moore is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 designation and has worked at firms including Precision Capital Management and Horter Investment Management. Outside of advisory work, he is involved with Action Solar, LLC, a renewable energy business. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and supports ERISA-related plan services.

David Bushman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Kestra Investment Services, Craig Hancey & Company, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, he owns a CPA firm specializing in tax and accounting services and is involved in real estate investment through his ownership in a development company. 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 wide range of investment products and platforms, overseeing advisor recommendations while allowing advisors to select within approved menus.

Jeffrey Hartung is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and has experience outside finance at Staples Inc. and Garage Doors Inc. Hartung also teaches as an adjunct professor at Salt Lake Community College. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through a multi-team structure supporting over 40,000 participants. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management using asset allocation models and a total wealth approach tailored to individual clients.

Jason Seymour is a financial advisor at Portside Wealth Group, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Townsquare Capital LLC and LPL Financial, LLC. In addition to advising, he is involved in a non-variable insurance business covering life, health, disability, and VA services. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrates related legal and accounting services through affiliated professionals.

Kent Binning is a financial advisor at Portside Wealth Group, LLC with 24 years of industry experience and a Series 66 designation. He has worked at firms including TownSquare Capital, Allegis Investment Advisors, and New York Life. Additionally, he owns Insurance Trails, where he works as an insurance broker. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates and combines fundamental, technical, and modern portfolio theory in its investment analysis, offering advisory services alongside affiliated legal and accounting expertise.

John Clement is a CFP®-certified financial advisor with three years of industry experience. He is currently with Triad Wealth Partners, LLC in Orem, UT, and previously worked at Utah Community Credit Union for 15 years. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform that provides portfolio management, model portfolios, and consulting services to other registered investment advisers. The firm employs a strategic asset allocation approach supported by an investment committee and offers diversified strategies including mutual funds, ETFs, individual securities, and fixed income.

Shawn Lucas is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has been involved with Apiary Fund since 2011. Outside of his advisory role, he manages Trader on the Street, an educational portal focused on investment portfolio management, and is developing Trading Leagues, a platform to evaluate traders' performance. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers and offers a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

Alyssa Moore is a Series 65-licensed financial advisor with four years of industry experience. She is currently with Portside Wealth Group, LLC in Provo, UT, where she has worked since 2023. Her prior experience includes roles at Townsquare Capital, Green Street Wealth Advisors, Clearwater Analytics, Goldman Sachs, and Alta View Orthodontics. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, employing a variety of investment approaches and providing related legal and accounting services through affiliated professionals.

William Snider is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Townsquare Capital, Praemon Consulting, LLC, and DFPG Investments, Inc. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and other services, employing a blend of fundamental, technical, and modern portfolio theory in its investment analysis.