Michael Costa is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and one year of industry experience. He is also the owner and producer of Summit Studios, a media production company that creates educational and promotional content for small businesses. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

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 at Kingswood Wealth Advisors, LLC in Lehi, Utah, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Kingswood Capital Partners, Xton Financial, and MyWallSt Advisory. Outside of his advisory role, he is involved in offering fixed life and annuity insurance products as an insurance producer. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

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, 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 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 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.

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.

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.

Nicholson Garrett is a financial advisor with Diversify Wealth Management, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Diversify Wealth Management in 2026, he worked at Orchard Securities, LLC for six years and has held various roles including positions at Utah Valley University and Dixie State University. Outside of finance, Mr. Garrett occasionally works 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 institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach using a range of internal and third-party strategies across multiple platform options.

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.

Trevor Stauffer is a financial advisor at Trajan Wealth, L.L.C. with 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Navigate Private Wealth LLC, Allegis Investment Services, and Coign Capital Advisors, LLC. Outside of advisory work, he is involved in insurance sales. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various entities. The firm follows a long-term, disciplined investment approach with portfolios tailored to client-specific factors and offers alternative private-market investments alongside integrated tax, estate, and insurance planning services.

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 at Diversify Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FirstPurpose Wealth LLC, Columbia Millworks, and Aptive Environmental. Wray is also involved in tax preparation and planning through Firstpurpose Tax, a separate non-investment business. 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 institutions. The firm manages approximately $4.1 billion in assets and uses a tactical diversification and asset allocation approach across a range of investment platforms and instruments.

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.