Garrett Wozniak is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and Capital Wealth Advisors. 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 and delivers services primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Robert Brantley is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining B.O.S.S. Retirement Advisors in 2017. 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, typically working through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Michael Staffieri is a financial advisor at CW Advisors, LLC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Rovin Capital for 48 years and First Allied Advisory Services and First Allied Securities from 2009 to 2017. Outside of his advisory work, he serves as a trustee for the Seacology Foundation and New Neighbor Relief Foundation, and is the treasurer for Four Peaks Little League, where he also helps coach youth baseball. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies, with centralized investment oversight and a range of services including wealth management, family office solutions, and support for other registered investment advisers.

David Boyd is a CFP® and Series 65 credentialed advisor at B.O.S.S. Retirement Advisors, LLC with five years of industry experience. He has worked at B.O.S.S. Retirement Advisors since 2022, following roles at Arista Wealth Management and Utah Valley University, among others. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm emphasizes co-managed arrangements with outside managers and third-party money managers, focusing on diversified model portfolios and ongoing oversight.

Paul Ewell is a financial advisor at Portside Wealth Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms, including Townsquare Capital LLC and ARS Investment Advisors, Inc. Outside of finance, he is a musician in the Andy Brown Band. 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, using a combination of fundamental, technical, and modern portfolio theory in its investment approach, and provides related legal and accounting services through affiliated professionals.

Celeste Kennard is a CFP® and Series 65-licensed financial advisor with six years of industry experience. She currently works at Diversify Wealth Management, LLC and previously held roles at FirstPurpose Wealth and Medicus Wealth Planning. Diversify Wealth Management, LLC offers 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 employs a team-based approach with a focus on tactical diversification, asset allocation, and a variety of investment strategies across multiple platforms.

Derek Farley is a CFP® with five years of industry experience, currently serving as a financial advisor at Diversify Wealth Management, LLC. His prior roles include positions at FirstPurpose Wealth, Blue Barn Wealth, and LJCooper Wealth Advisors. Outside of advising, he is a content creator and editor for StockMotion, LLC, a company developing an educational app for students and young professionals. Diversify Wealth Management provides investment advisory and planning services to a broad 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 offers services such as financial planning, family office consulting, and portfolio management.

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.

Jonathan Albrethsen is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has two years of industry experience, including roles at B.O.S.S. Retirement Solutions and HA Wealth Advisors. B.O.S.S. Retirement Advisors offers investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm manages approximately $1.38 billion on a discretionary basis, using model portfolios and outside managers to construct diversified allocations while providing ongoing oversight and supplemental consulting.

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 credentials and 17 years of industry experience. He is also the owner of WJS And Associates, a tax consulting and bookkeeping firm he has operated since 2001. Additionally, he is involved in managing several franchise businesses alongside his sons, primarily handling accounting and tax preparation. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm emphasizes a technical and quantitative investment approach using ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC, and offers a range of managed account programs including SMAs and variable annuities.

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 in various capacities since 2016. Andersen currently operates within RFG Advisory’s multi-team platform. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach includes discretionary portfolio management utilizing model strategies, third-party platforms, and access to alternative investments and annuity platforms.