Charles Gunn is a CFP® with 45 years of experience in the financial industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2024, following a long tenure at Gunn Financial Associates and Royal Alliance Associates. Outside of his advisory work, he is a co-owner of residential rental properties. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and applies an evidence-based investment framework that incorporates behavioral economics and quantitative measures to construct long-term portfolios.

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 with Portside Wealth Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Townsquare Capital LLC, ARS Investment Advisors, Inc., and Vantage Point Investments. Outside of finance, he is a musician in the Andy Brown Band. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored investment mandates with a blend of fundamental, technical, and modern portfolio theory approaches and provides additional legal and accounting services through affiliated professionals.

Celeste Kennard is a financial advisor with Diversify Wealth Management, LLC and holds a Series 65 designation. She has six years of industry experience, having worked previously at FirstPurpose Wealth and Medicus Wealth Planning. Diversify Wealth Management 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 other institutions. The firm manages approximately $4.1 billion in assets and uses a diversified investment approach incorporating both internal and third-party strategies across multiple platform options.

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 44 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Johnston is also the CEO of White Cap Wealth Management, an independent registered investment advisor operating through Kestra. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and managed account services, supporting independent decision-making with access to various platforms and third-party solutions.

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 licenses and has worked at optionsXpress, The Strategic Financial Alliance, Inc., and currently with Life Income, where he assists clients in designing and implementing financial plans. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various investment management and financial planning services, including a unique Subscription Advisory Services program and a focus on client education.

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 licenses and bringing 17 years of industry experience. He has been involved with several affiliated entities of Global View Capital since 2013 and owns WJS And Associates, a tax planning and consulting firm. Additionally, he co-manages multiple family-owned franchise businesses specializing in gourmet cookies, where he handles accounting and tax preparation. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach based on technical signals and operates a proprietary algorithmic research platform, offering various managed account solutions including model portfolios, SMAs, and a low-cost ETF-based option.

Alison Drews is a financial advisor with Capita Financial Network, LLC and holds a Series 65 designation. She has two years of industry experience, including prior work at Fisher Investments. 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, while managing accounts invested across multiple asset classes.

Sara Lewis is a financial advisor with Triad Wealth Partners, LLC, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Momentum Wealth, Fidelity Investments, and Primerica Advisors. She also has experience outside finance, including work at Utah Valley Hospital and involvement with Cactus and Tropicals. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm employs a strategic asset allocation approach with access to third-party managers, model portfolios, and discretionary portfolio management tailored to client objectives.

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.

Barton Wagstaff is a CFP® with 14 years of industry experience, currently serving at Capita Financial Network, LLC since 2018. Prior to joining Capita, he worked at Fidelity Investments from 2012 to 2018. Outside of his advisory role, he maintains a personal holdings entity, M3 Wealth LLC. 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, while managing a diversified range of investment vehicles.

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 Securities, J.P. Morgan Chase Bank, and J.P. Morgan since 2016. Andersen joined RFG Advisory in 2026. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, including alternative investments and annuity management.