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, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms, including Orchard Securities, LLC, and Diversify Wealth Management, LLC. Outside of finance, he is occasionally employed as an actor and model in Utah. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm provides a range of financial planning, portfolio management, corporate consulting, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

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® with 15 years of industry experience, currently serving as a financial advisor at Capita Financial Network, LLC since 2020. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Capita Financial Network serves individuals, retirees, 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 range of investment vehicles including mutual funds, ETFs, equities, fixed income, options, and private funds.

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.

Cameron Foster is a CFP® with 25 years of industry experience, currently serving at Merit Financial Advisors since 2025. He previously worked at Emerson Equity LLC, DFPG Investments, Inc., Orchard Securities, and spent 20 years at Riggs Capital Management, LLC. Outside of advisory work, he is president of Fosteca, Inc. LLC, a holding company for his ownership interests related to his former firm. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach with both discretionary and non-discretionary authority, supported by internal and third-party management resources.

Patrick Negado is a financial advisor with First Heartland Consultants, Inc. He holds the ChFC® designation and has 24 years of industry experience. His prior work includes roles at Allstate Financial Services, Bankers Life, and Hornor Townsend & Kent. Negado is also involved in publishing, having self-published a book on financial planning and currently working on another with a publisher. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.