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.

Alison Drews is a financial advisor at Capita Financial Network, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Fisher Investments. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement. The firm serves high-net-worth clients, 401(k) plans, and small businesses, offering tailored financial plans, model portfolios managed by third-party subadvisors, and access to private funds.

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.

Barton Wagstaff is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Capita Financial Network, LLC since 2018. He previously worked at Fidelity Investments from 2012 to 2018. Outside of his advisory role, he is involved in property maintenance related to residential rentals and holds a personal business entity, M3 Wealth LLC. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees, individuals planning for retirement, high-net-worth clients, 401(k) plans, and small businesses. The firm uses risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

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.

Jacob Taggart is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 credential. He has been with the firm since 2025 and previously worked in roles at the City of St George, Utah Tech University, and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Karla Church is a financial advisor at B.O.S.S. Retirement Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has worked with B.O.S.S. Retirement Solutions and B.O.S.S Retirement Advisors since 2018, following a two-year tenure at New Millennium. 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, emphasizing co-managed arrangements with AE Wealth Management and referrals to third-party money managers or platform providers.

Hunter Huillet is a financial advisor with Triad Wealth Partners, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Cetera Wealth Services, LLC, and has also been affiliated with Renaissance Financial, where he served as a financial advisor. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and model portfolios. The firm operates a combined business model that includes an independent IAR network and a TAMP, managing over $1.5 billion in regulatory assets.

Avery Jackson is a financial advisor at Capita Financial Network, LLC with a Series 65 designation and one year of industry experience. Prior to joining Capita in 2025, Avery held positions at Goldman Sachs and spent time in educational roles at Brigham Young University and Summit Academy Schools. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement. The firm serves individual and high-net-worth clients, 401(k) plans, and small businesses, implementing risk-based model portfolios sub-advised by third-party managers and offering access to private funds and fund-of-fund structures.

Kimball Pierce is a ChFC® with 18 years of industry experience, currently serving as an advisor at CW Advisors, LLC. His prior roles include nine years at Rovin Capital and seven years at Goldman Sachs. He is a member of the investment committee at Six Peak Capital Management, LLC, a management company for special purpose vehicle entities. CW Advisors is a multi-team advisory firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG-oriented strategies with centralized investment oversight.

Alexander Haviland is a CFP® with 11 years of industry experience, currently serving at Diversify Wealth Management, LLC since 2024. He previously worked at DFPG Investments, Inc. and LJCooper Capital Management. He holds ownership in an accounting and tax services firm and serves on the board of a warehouse provider, performing financial analysis. 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 other institutions. The firm employs a tactical diversification and asset allocation approach, utilizing a variety of investment instruments and multiple platform options across a team of more than 50 advisers.

Michael Kunzler is a CFP® and ChFC® with 28 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, joining in 2026. Prior to this, he spent nearly three decades at Northwestern Mutual in various roles across wealth management and investment management. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management solutions, combining fundamental, technical, and cyclical analysis with client-imposed restrictions and a range of asset types.

James Houston is a CFP® with 29 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Riggs Capital Management, Turnberry Financial Services, and DFPG Investments. 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, focusing on long-term, diversified portfolios managed through centrally overseen investment models with flexibility for customization.

Hayden Adams is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Fidelity Investments and Utah Valley University. Adams served in the U.S. Marine Corps from 2019 to 2022. 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 primarily uses co-managed arrangements with AE Wealth Management and referrals to third-party money managers to construct diversified portfolios.

Michael Corrigan is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Innovative Mortgage Alliance, LLC and C & E Financial Group, Inc. He is president and CEO of Pioneer Resource Management, a health supplement consulting and sales business. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, using proprietary research from its affiliate AdvisorGuide, LLC, and offers various managed account options including SMAs and a build-your-own ETF platform.

Tyler Steinkopf is a CFP® and ChFC® with 10 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kenneth Tooke, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and with Mike Kunzler. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services and builds customized investment plans using fundamental, technical, and cyclical analysis delivered through various internally managed and third-party portfolio options.

Julie Mac Neil is a Series 65-licensed financial advisor with Tucker Asset Management LLC, bringing five years of industry experience. She has operated MacNeil Financial Services since 2005, focusing on insurance sales as the firm's owner. Outside of financial advising, she is an author and motivational speaker through her company, The 50 Year Secret, LLC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm offers discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting, using a top-down, macroeconomic asset-allocation process that incorporates a range of growth, fixed-income, alternative investments, and direct indexing strategies.