Jacob Rust is a financial advisor at Portside Wealth Group, LLC with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Northwestern Mutual and Townsquare Capital. Outside of advisory services, he owns and manages a rare coin retail business and participates in exit planning consulting. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charities, and corporate clients. The firm provides discretionary portfolio management, financial planning, and pension consulting using a blend of fundamental, technical, and portfolio theory-based investment approaches.

Jacob Pulver is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Kingswood Capital Partners and Kingswood Wealth Advisors since 2024, with previous roles at Xton Financial and MyWallSt Advisory. Outside of his advisory work, he manages Bridgerland Financial Advisors, LLC, and is involved in offering fixed life and annuity insurance products through Simplicity / EPG. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform, integrating affiliated financial entities and supporting insurance-linked accounts.

Madison Forrest is a Series 65-licensed financial advisor with six years of industry experience. They are currently with Diversify Wealth Management, LLC and have prior experience at Caliber Wealth Management, BOSS Retirement Solutions, Vox Fulfillment, and Northwestern Mutual. Madison is also co-owner of Rooftop Christmas Lights LLC, a seasonal business based in American Fork, UT. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions by providing 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 and asset allocation approach using a wide range of investment instruments and platform options.

David Whitworth is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 13 years at the firm and 9 years of industry experience. He holds the Series 65 credential. 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 ongoing services primarily through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.

Marc Jensen is a financial advisor with Global View Capital Management LLC in Pleasant Grove, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior work includes a long-standing position as a teacher with Jordan School District since 1998. Jensen is involved in marketing and sales activities for affiliated advisory and insurance services within the Global View Capital network. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a model-based investment approach using technical and quantitative methods supported by proprietary algorithmic research and offers multiple portfolio options, including a Personalized Managed Account Program and a low-cost ETF-only platform.

Stace Jensen is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with IP Financial Advisory Services since 2020 and is also associated with Innovation Partners LLC. Additionally, he operates an insurance agency offering a range of health, disability, life, and long-term care insurance products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting services. The firm employs a variety of analytical approaches and offers discretionary portfolio management, emphasizing service to non-high-net-worth investors and retirement plan participants.

Todd Nuttall is a financial advisor at Diversify Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DFPG Investments, Inc. and Caliber Wealth Management, LLC. Outside of his advisory work, he is a partner in holding companies involved in various business ventures, including CrossFit and wealth management. Diversify Wealth Management serves a diverse client base ranging from individuals to institutions, offering financial planning, family office, and corporate consulting services. The firm employs a tactically diversified investment approach across multiple platforms, incorporating both traditional and alternative investment strategies.

Elizabeth Guerrero is a financial advisor at Capita Financial Network, LLC with a Series 65 credential and four years of industry experience. Her prior work includes roles at EP Wealth Advisors and Financial Insight Center, as well as positions outside finance at Cat Cora's Kitchen and Utah Community Action. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses with 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 accounts across a variety of investment types.

Melinda Perez is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at TownSquare Capital and Smart Financial. In addition to her advisory role, Perez is a licensed insurance agent and operates a personal LLC for tax purposes. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm employs tailored discretionary portfolio management and incorporates fundamental, technical, and modern portfolio theory in its investment analysis.

Nathan Vought is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Morgan Stanley and Foresight Wealth Management. 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 outside managers to construct diversified allocations and primarily delivers services through co-managed arrangements and referrals to third-party money managers.

Cameron Rankin is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation and having three years of industry experience. Prior to joining B.O.S.S. Retirement Advisors in 2022, he worked at CertainTeed and served in educational roles within local school districts. 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 primarily through co-managed arrangements and referrals to third-party money managers, utilizing model portfolios and external managers for portfolio construction and oversight.

Martin Hurlburt is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, T.M. Wealth Management, Cetera Advisor Networks, and Girard Securities. Outside of advisory work, he is a motivational speaker and serves as a board member for the Association of Family and Conciliation Courts, focusing on resources for individuals navigating divorce. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing strategic and tactical investment approaches across a variety of portfolios that include mutual funds, ETFs, individual securities, and alternative strategies.

Nicholson Garrett is a financial advisor with Diversify Advisory Services, LLC in Orem, Utah, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Orchard Securities, LLC and teaching positions at Utah Valley University and Dixie State University. Outside of finance, he occasionally works as an actor and model with Stars Talent Studio in Utah. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and consulting services. The firm uses a tactical diversification approach with customized asset allocation and offers a variety of investment options, including alternatives and structured products.

Richard Seal is a financial advisor with BFC Planning, Inc. in Pleasant Grove, Utah, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with BFC Planning since 2012 and has been affiliated with Berthel Fisher & Company Financial Services since 2008. Outside of his advisory roles, he is involved in organizing local car shows, manages a family business related to performance race cars, and produces client-focused content through a YouTube channel. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various investment platforms and third-party managers, employing a range of strategies that include both discretionary and non-discretionary approaches.

Todd Storrs is a financial advisor with Capita Financial Network, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, Inc., and Schwab Wealth Advisory, Inc. 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 investment vehicles including mutual funds, ETFs, equities, fixed income, options, and private funds.

Zachary Geertsen is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Capita Financial Network since 2020 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving 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.

Landon Wray is a financial advisor with Diversify Wealth Management, LLC in Orem, UT, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Diversify in 2024, he worked at FirstPurpose Wealth LLC for five years and has additional experience in other business sectors. Wray is also involved with Firstpurpose Tax, a separate tax preparation and planning service based in Orem. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, managing approximately $4.1 billion in assets. The firm uses a tactical diversification and asset allocation approach, offering a range of investment options and platforms through a multi-team advisory model.

Zachary Mortensen is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has been associated with B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2016. 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 serves clients through co-managed arrangements with AE Wealth Management and third-party money managers.

Bret Bryce is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Portside Wealth Group since 2023, previously spending four years at Townsquare Capital LLC. In addition to his advisory work, Bryce operates a law office focusing on local estate planning and is a licensed fixed insurance agent offering life and annuity products. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm employs tailored discretionary mandates and combines fundamental, technical, and modern portfolio theory approaches in its investment management.

Nicholas Dixon is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and experience as an independent contractor and trader since 2014. He assists an education company, Trader On The Street, with sales and project support. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements, managing approximately $582 million across 4,000 clients. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, including exposure to digital asset vehicles.