Tyler Snow is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Bank and Fidelity Brokerage Services. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, employing co-managed arrangements with AE Wealth Management and third-party money managers to construct diversified portfolios while providing ongoing oversight and consulting.

Sean Jones is a CFP® with 28 years of industry experience, currently affiliated with Capita Financial Network, LLC. His career includes roles at Fidelity Personal and Workplace Advisors, Strategic Advisers, Inc., and Fidelity Brokerage Services, Inc. He maintains multiple financial licenses, including Series 63 and Series 66. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, as well as for high-net-worth clients, 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.

Jakob Jeffery is a financial advisor at BFC Planning, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at multiple firms including Wheelhouse Wealth Management and Berthel, Fisher & Company Financial Services, Inc. Outside of his advisory role, he officiates sanctioned fencing matches as a referee for USA Fencing. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services using a variety of platforms and investment strategies tailored to client needs.

John Brough is a CFP® with three years of industry experience, currently serving as a financial advisor at B.O.S.S. Retirement Advisors, LLC. His prior roles include positions at Fidelity Investments and Mountain Wave Advisors, as well as experience in education and community organizations. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes model portfolios and third-party managers to construct diversified allocations while offering ongoing oversight and consulting primarily through co-managed arrangements.

Lindsey Lewis is a CFP® and ChFC® with four years of industry experience, currently serving as an advisor at Savvy since 2026. Prior to joining Savvy, she worked at OSAIC Wealth, Inc., Ellevest, and The Vanguard Group, Inc. Lindsey is also Managing Director at The American College of Financial Services, a role she has held since 2020. Outside of finance, she is involved in a consulting and solar sales business operated with her spouse. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware direct indexing, and various fintech tools, with customized plans tailored to client objectives and risk tolerance.

Ryan Thacker is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with B.O.S.S. Retirement Advisors and its affiliated entities since 2014. Outside of his advisory role, he is involved in several business ventures including managing member positions in solar energy and capital funding entities, as well as overseeing publishing and marketing companies. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes a client assessment process followed by diversified model portfolios and outside managers, with a focus on co-managed arrangements and referrals to third-party money managers.

Timothy Gottfredson is a CFP® with 17 years of industry experience, currently serving at Capita Financial Network, LLC since 2021. His prior roles include positions at EP Wealth Advisors, Raymond James Financial Services, and Peterson Wealth Services. Outside of financial advising, he is the CEO and business owner of Flex Transportation, LLC. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses with tailored financial planning and discretionary investment advisory services. The firm employs risk-based model portfolios and primarily uses third-party subadvisors, conducting regular account reviews and managing a variety of investment types.

Spencer Felkins is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked in lawn care and pest control businesses. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes model portfolios and outside managers to construct diversified allocations and delivers ongoing services mainly through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Austin Thacker is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has four years of industry experience, including prior roles with B.O.S.S. Retirement Solutions and two years serving as a Church Missionary. Thacker is also a minority member and manager of T4 Enterprises, LLC, a private investment entity. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.

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.

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.

Brent Dewsnup is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah. He holds a Series 65 credential and has 10 years of industry experience. Prior to joining B.O.S.S., he worked at SVB Capital, Silicon Valley Bank, Rocky Mountain Power, and Goldman, Sachs & Co. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a client assessment process followed by diversified portfolio construction using model portfolios and outside managers, focusing on co-managed arrangements and third-party referrals.

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.

Richard Harris is a financial advisor at Global View Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Global View since 2014. Outside of advising, he is involved in book writing and managing a private company focused on education and consulting. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses a quantitative, algorithm-driven approach to investment selection and offers a variety of managed account options, including a proprietary research platform that supports its investment strategies.

Glen Sjoberg is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Security National Mortgage Company and multiple entities affiliated with Global View Capital. Outside of his advisory work, he serves as an executive officer and secretary for the Utah Oracle Users Group, a nonprofit technical community, and holds a precinct chair position for the Republican Party in Utah. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs algorithmic, technical, and quantitative methods to manage strategies aligned with client risk profiles and objectives, offering a range of managed account options and access to third-party managers.

Benjamin Marshall is a CFP® with 18 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and has held roles at Marshall Wealth Advisors, Golden State Equity Partners, Townsquare Capital, Drive Wealth Management, and Lefavi Wealth Management. He also engages in fixed insurance sales on a limited basis. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses with tailored portfolio management and financial planning services. The firm employs a mix of asset allocation, fundamental and technical analysis, third-party managers, and alternative investments through programs like its Private Direct Investments offering.

Michael Johnson is a Series 65-licensed advisor at Savvy with 24 years of industry experience. He previously worked for 16 years at Pillar Capital LLC before joining Savvy. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and technology platforms to support customized client solutions.

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.

Andrew Angerbauer is a CFP® with six years of industry experience, currently with Capita Financial Network, LLC. His prior experience includes roles at Fidelity Investments, Merrill, and Bank of America. He is also involved with Andrew LA Enterprises. 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, 401(k) plans, and small businesses through tailored financial plans and risk-based model portfolios.

Dale Black is a financial advisor at Global View Capital Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global View Capital Management since 2014. Outside of advisory work, he is involved in managing Dalemar, Incorporated, a personal business entity. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by its proprietary algorithmic research platform and offers a range of managed account options and third-party integrations.