Tanner Ellsworth is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds the Series 65 designation and has worked at AlphaStar since 2018. His prior experience includes roles at the Department of Defense and Prometric. Outside of advising, he is involved with Fantasync, LLC, a company that synchronizes sports viewing experiences with fantasy sports scores. 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 through proprietary model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across over 8,400 client relationships.

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.

Keith Lamb is a financial advisor with Portfolio Medics, LLC, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Retirement Wealth Advisors, LLC, Luparius Asset Management & Brokerage, and Surety Wealth Management. In addition to his advisory work, he operates as an independent insurance agent through Luparius Asset Management and Brokerage, transacting insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios that incorporate diversified mutual funds, ETFs, individual securities, and independent managers, using a combination of fundamental, technical, and cyclical analysis in its investment strategies.

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.

Erik Ne Ville is an advisor at Verity Asset Management with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Verity Financial and Verity Asset Management since 2018. Outside of advisory work, he is involved in managing an insurance staffing business. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion across 55 advisors. The firm serves individual, retirement plan, institutional, and advisory clients using a largely model-based investment process that emphasizes tactical asset allocation and combines internally managed and third-party strategies.

Maria Daley is a CFP® professional with 29 years of experience in the financial services industry. She is currently with Perigon Wealth Management, LLC and has held prior roles at Choreo, LLC (formerly RSM US Wealth Management, LLC) and Raymond James Financial Services Advisors, Inc. Outside of her advisory work, she serves as an advisory board member for WWSG Travel, Inc., a wellness travel company. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular reviews.

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.

Keith Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 license and 12 years of industry experience. He has held roles at Morgan Stanley and its Private Bank affiliate since 2014 and has been with Kestra since 2017. Johnston serves as an adjunct professor at Utah Valley University and is an advisory board member at Brigham Young University, assisting students with career preparation. He also coaches a high school girls tennis team. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages over $13 billion in client assets and offers a broad range of investment products and specialized services.

Jay Riggs is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Merit in 2025, he was president and founder of Riggs Capital Management LLC for 23 years and has worked with firms including Emerson Equity LLC, DFPG Investments, Inc., and Orchard Securities. Outside of his advisory role, Riggs manages several personal business entities, including Bocephus Enterprises LLC. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services with an investment approach focused on long-term, diversified portfolios using centrally managed sleeves and customizable models overseen by an internal Investment Committee.

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.

Joshua Carlson is a financial advisor at Merit Financial Advisors with six years of industry experience. He has previously worked at Morgan Stanley Smith Barney, E*Trade Securities, and Goldman Sachs, and he holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant manager at The Story Cupboard, where he assists with shipping, inventory management, and managing sales events at local elementary schools. He also works as a freelance web designer for local businesses. 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 using centrally managed portfolios that advisors can customize.