Madison Forrest is a Series 65 licensed advisor with six years of industry experience. He is currently with Diversify Wealth Management, LLC and previously worked at Caliber Wealth Management and BOSS Retirement Solutions. Outside of his advisory work, Madison is co-owner of Rooftop Christmas Lights LLC, a seasonal business in American Fork, UT. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, managing approximately $4.1 billion in assets. The firm employs a tactical diversification and asset allocation approach using a range of internal and third-party strategies across various investment platforms.

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, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Global View Capital Management since 2014 and also works as a teacher with Jordan School District, a role he has held since 1998. 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 using proprietary research and manages models to specific objectives, with capabilities to extend discretionary management to held-away retirement plan assets.

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 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at DFPG Investments, Inc., Caliber Wealth Management, LLC, and Riggs Capital Management, LLC. Outside of his advisory roles, he is a partner in holding companies involved in non-investment business activities, including ownership interests in a CrossFit gym and other entities. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions with investment management, financial planning, retirement fiduciary services, corporate consulting, and family office services. The firm employs a tactical diversification investment approach across multiple platforms and a broad range of instruments, managing approximately $4.1 billion in assets through a team of over 50 advisors.

Melinda Perez is a financial advisor at Portside Wealth Group, LLC with seven years of industry experience. She holds a Series 65 designation and has previously worked at TownSquare Capital and Smart Financial. Perez is also a licensed insurance agent involved in client financial planning and product research. Portside Wealth Group is a multi-advisor firm serving individuals, retirement plans, charitable organizations, and corporate entities with discretionary portfolio management, financial planning, and pension consulting. The firm employs diverse investment strategies and offers affiliated legal and accounting services alongside its advisory offerings.

Nicholas Rose is a CFP® professional with 15 years of industry experience. He is currently with Pure Financial Advisors, LLC, where he has worked since 2022. Prior to that, he spent over a decade at Fidelity Investments in various advisory roles. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and provides services including comprehensive planning, discretionary portfolio management, and consulting for retirement plans and donor-advised funds.

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 Wealth Management, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Orchard Securities, LLC for six years and has also been employed as an actor and model in Utah. 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 manages approximately $4.1 billion in assets and employs a tactical diversification and asset allocation approach using a combination of internal and third-party strategies.

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.

Landon Wray is a financial advisor at Diversify Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at DFPG Investments, LLC and FirstPurpose Wealth LLC. In addition to his advisory role, he is involved in tax preparation and planning through his non-investment-related business, Firstpurpose Tax. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services for individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm employs a tactical diversification and asset allocation approach, utilizing a range of internal and third-party strategies across multiple platform options.

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 seven years of industry experience. He holds a Series 65 designation and has a legal background, operating his own law office specializing in estate planning since 2010. In addition to his advisory role, he is a licensed fixed insurance agent offering life and annuity products. Portside Wealth Group is a multi-advisor firm that provides discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of investment approaches and offers related legal and accounting services through affiliated professionals.

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.

Cameron Foster is a CFP® professional with 26 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Emerson Equity LLC, DFPG Investments, Orchard Securities, and Riggs Capital Management. Outside of advising, he serves as president of Fosteca, Inc. LLC, a holding company related to his ownership interests. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices and managing nearly $24 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed models that advisors can customize, employing a combination of fundamental, technical, and cyclical analysis to support client account management.

Ronald Sperry is a financial advisor with Blueprint Financial Advisors in Alpine, UT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Diamond Wealth Management, Ashton Thomas Private Wealth, and Charles Schwab. Outside of advising, he contributes as a health researcher for Bateman Home Center. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension plans, and nonprofits with portfolio management, financial planning, and retirement consulting. The firm manages approximately $1.4 billion in assets, employing a strategic-and-tactical investment approach that utilizes trend-following and momentum rules to manage globally diversified portfolios.

Kelby Mc Mullin is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has been with LJCooper Capital Management since 2014. 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 includes due diligence on third-party managers, alternative investments, and options-based strategies.

Treyton Walker is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding a Series 65 credential. He has one year of industry experience and previously worked in aviation roles at FedEx Express, SkyWest Airlines, and TransPac Aviation. Portside Wealth Group is a multi-advisor firm that offers discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs various investment approaches and integrates related legal and accounting expertise through affiliated professionals.

Selby Fauatea is a financial advisor at Soltis Investment Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Fauatea’s prior experience includes roles at Utah Retirement Systems, Ettington Financial Group, New York Life, and Fidelity Investments. He also volunteers as treasurer for the CCWS Alumni Association, a nonprofit that raises scholarship funds for students attending CCWS High School in Samoa. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a process combining Modern Portfolio Theory with quantitative and qualitative manager analysis, offering a range of investment options and ongoing client communication services.