Alan Harris is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds a Series 65 credential and previously spent ten years at CoreCap Advisors, LLC. Outside of his advisory work, he is involved in tax planning and mitigation through his ownership of PH, LLC, and participates in health supplement sales and software finance management. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting primarily to individuals, corporations, and plan sponsors. The firm manages discretionary accounts using proprietary models and third-party managers, employing a combination of modern portfolio theory, fundamental, technical, and quantitative analysis.

Marissa Smith is a Series 66-credentialed financial advisor at Portside Wealth Group, LLC with four years of industry experience. She has previously worked with multiple firms including Hudson Oaks Wealth Management and Concorde Investment Services. Outside of advisory work, she is a co-owner of Lyla June Co., a business that distributes stickers and keychains. 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 a combination of fundamental, technical, and modern portfolio theory approaches, and offers related legal and accounting services through affiliated professionals.

Mark Whittaker is a financial advisor at Trek Financial with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Whittaker has worked at several firms, including Eide Bailly LLP, where he remains a partner in tax preparation and accounting services. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical investment approaches, integrating AI tools and a wide range of model and alternative strategies.

Robert Hamm is a financial advisor with Strategic Blueprint, LLC who holds the Series 66 designation and has 10 years of industry experience. He has worked at Clarity Financial Advisors and Triad Advisors, Inc., among others. Hamm also provides retirement education to NEA members in multiple school districts as part of his work with Clarity Financial Advisors. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, and educational programs, including a distinctive annual flat-fee subscription advisory service.

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.

Scott Carlson is a financial advisor with Diversify Advisory Services, LLC in Orem, UT, holding a Series 65 credential and bringing 11 years of industry experience. He has been with FirstPurpose Wealth since 2014. Outside of his advisory role, Carlson manages operations for Kelsey Carlson Art, an art print sales business, and FirstPurpose Tax, which provides accounting and tax services. Diversify Advisory Services offers investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach using a variety of investment strategies and platforms to meet client objectives.

Catherine White is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Concorde Investment Services, TownSquare Capital, and Hudson Oaks Wealth Management. Outside of her advisory work, she manages an Instagram page focused on zero-waste and eco-conscious lifestyle content and creates how-to videos for Rainbow Acres Garden. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a blended investment approach and provides related legal and accounting services alongside its advisory offerings.

Robert Torres is a financial advisor at Portside Wealth Group, LLC with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Charles Schwab, Merrill, and Bank of America. Outside of his advisory role, he is involved with PayLogics and Arc Intelligence, and he has experience in academic settings such as the University of Utah. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and related services using a blend of fundamental, technical, and modern portfolio theory-based investment analysis.

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.

Michael Gardner is a financial advisor at Global View Capital Management LLC with three years of industry experience. He holds the Series 65 credential and has worked in sales and marketing roles in the construction industry prior to his current advisory position. Gardner also maintains a long-term involvement with a construction sales role at Tile Traditions. Global View Capital Management provides discretionary investment management and financial planning services for individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house research platform that produces algorithm-based buy and sell signals.

Kurt Brown is a financial advisor at Portside Wealth Group, LLC in Provo, UT, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TownSquare Capital, LLC and Allegis Investment Advisors. Outside of his advisory role, he serves as a Mission President for the Church of Jesus Christ of Latter-Day Saints, overseeing missionary service activities. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and integrates legal and accounting services through affiliated professionals, employing a blend of fundamental, technical, and modern portfolio theory in its investment approach.

Trevin Knell is an advisor at Diversify Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he was a collegiate athlete at BYU for seven years and completed a two-year LDS mission. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach using a mix of internal and third-party strategies.

John Gehrke is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Prudential Insurance Company of America, and MassMutual Life Insurance. 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 manages approximately $1.38 billion on a discretionary basis and primarily delivers ongoing services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

John Homer is a ChFC® credentialed financial advisor at Portside Wealth Group, LLC with 31 years of industry experience. He has held positions at firms including TownSquare Capital, DFPG Investments, and First Western Advisors. Outside of his advisory work, he serves as president of the Taylor Acres Homeowner Association. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and co-advisory 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 approach, supported by affiliated legal and accounting expertise.

Rodney Walker is a CFP® with 25 years of industry experience, currently serving at Portside Wealth Group, LLC since 2023. His prior roles include positions at TownSquare Capital, LLC, DFPG Investments, INC, and Allegis Investment Services. He is also active as a wealth consultant in the insurance sector through Brevity Wealth Solutions. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate entities. The firm utilizes tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment approach, with affiliated legal and accounting professionals providing integrated services.

Nathan Grenko is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 designations and with 12 years of industry experience. He is the owner of Grenko LLC, a business involved in the sale and maintenance of life insurance and securities products. His prior experience includes roles at Bank of American Fork and World Financial Group. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides a range of investment programs and access to third-party money managers, with assets under management exceeding $2 billion as of year-end 2025.

Bradley Cobb is a financial advisor with Eagle Strategies (NY Life) based in Provo, UT. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including over two decades with New York Life Insurance Company and affiliated entities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and corporate clients. The firm emphasizes tailored advice and offers multiple program types, with most assets managed on a non-discretionary basis.