Bryant Armstrong is a financial advisor at Diversify Wealth Management, LLC in Orem, Utah, holding a Series 65 credential with eight years of industry experience. He has worked at LJCooper Capital Management since 2015 and previously at Private Capital Group from 2014 to 2017. Outside of advisory work, Armstrong is involved in tax advisory services at FirstPurpose Tax and participates in family investment and private venture companies. Diversify Wealth Management serves a diverse client base including individuals, high-net-worth clients, business owners, and institutions, offering comprehensive financial planning and portfolio management. The firm employs a tactically diversified investment approach across various platforms and includes alternative investments and options-based strategies in client portfolios.

Brian Ward is a financial advisor at RFG Advisory, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at RFG Advisory dba Capstone Wealth, LLC since 2026. His prior experience includes roles at B.O.S.S. Retirement Solutions, LLC, B.O.S.S. Retirement Advisors, LLC, and Global Financial Private Capital, Inc. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutions. The firm manages approximately $8 billion, employing a mix of actively managed and passive strategies with a focus on risk management, and offers access to proprietary and third-party investment solutions, including alternative investments and annuity management.

Sarah Hindmarsh is a financial advisor at Diversify Wealth Management, LLC with four years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at DFPG Investments, LLC, FirstPurpose Wealth, Cbiz, Rockhouse Financial, and Utah Valley University. 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 other institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach that includes a range of internal and third-party strategies across multiple platforms.

Melanie Tingey is a financial advisor at B.O.S.S. Retirement Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with B.O.S.S. Retirement Solutions and its affiliated firm since 2015. In addition to her advisory work, she is the managing member of Melanie Tingey Coaching, LLC, a life coaching business she oversees outside of trading hours. B.O.S.S. Retirement Advisors serves 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 employs a model portfolio approach combined with third-party managers to provide diversified investment solutions and ongoing oversight.

Jordan Floyd is a financial advisor at Trek Financial with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Strategic Advisers, LLC, Fidelity Investments, and Summit Group Wealth Advisors, among others. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, integrates artificial-intelligence tools under human review, and provides a wide range of model and alternative investment strategies.

Staci Compagno is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at DFPG Investments, LLC, Townsquare Capital LLC, and Allegis Investment Services. She is also a member of SJ Metal Designs LLC, an enterprise that creates and sells metal artwork, where she handles accounting for the business development. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management with a blended investment analysis approach and provides integrated legal and accounting services through affiliated professionals.

Kristi Bartholomew is a financial advisor with Symmetry Partners holding a Series 65 license and seven years of industry experience. Her prior roles include positions at BCJ Capital Management and IAMS Wealth Management. She is also the owner of Velo, LLC, which operates insurance and retirement plan administrative services businesses. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a wide range of clients, including individual investors, qualified retirement plans, and institutional pension plans. The firm uses a quantitative investment approach grounded in Modern Portfolio Theory and offers services such as OCIO, sub-advisory, and separately managed accounts, supported by a technology platform and proprietary investment companies.

Jon Brown is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Stonebriar Wealth and CMND LLC. Brown is also actively involved in insurance sales and services through his role with Sempre Avanti, LLC, where he focuses on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering portfolio management, financial planning, and access to third-party managers and model portfolios. The firm combines discretionary management with customized strategies across various asset classes, supporting both individual investors and other registered investment advisers.

Laurie Hancock is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and three years of industry experience. She has been involved with Global View Capital firms since 2022 and also serves as vice-president and secretary of Scott Hancock Studio, Inc., a photography business she has been part of since 1985. Laurie’s outside interests include managing bookkeeping, photo retouching, and order processing for this long-standing family enterprise. Global View Capital Management provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, trusts, corporations, and retirement plans. The firm employs a research-driven investment approach that relies on quantitative and technical methods, offering both model-based portfolio management and a customizable ETF-only option.

David Hill is a CFP® professional with 26 years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Diamond Wealth Management, LLC, and Capital Guardian Wealth Management, LLC. Outside of his advisory work, he is involved as an insurance agent with Silverhill Life, LLC and operates as an independent insurance agent. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework that incorporates global diversification and trend-following rules to guide portfolio adjustments.

Gabriel Baldonado is a Series 65-licensed advisor with B.O.S.S. Retirement Advisors, LLC, with one year of industry experience. Prior to joining B.O.S.S., he has held roles at B.O.S.S. Retirement Solutions, Utah Valley University, Searcy Financial Services, and Robinhood Roofing. He also served in the Church of Jesus Christ of Latter Day Saints for two years. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various entities. The firm primarily uses a co-managed approach with outside managers and model portfolios, managing approximately $1.38 billion on a discretionary basis.

Anthony Huber is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. Prior to joining Legacy Wealth Management, he worked at Fidelity Investments and LJCooper Wealth Advisors. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies across a broad range of asset classes and utilizes affiliated service entities and third-party managers as part of its comprehensive approach.

Jonathan Larsen is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Albion Financial Group for 14 years before joining Golden State Equity Partners, LLC. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses, offering tailored portfolio management, financial planning, and consulting services. The firm employs a range of investment approaches including asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments through its Private Direct Investments program.

Rodney Johnston is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Global View Capital Management since 2014 and is involved in several other business activities, including a manufacturing and sales role at Audio Systems Group. Additionally, he serves as a Certified College Advisor assisting high school students and families with college planning. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using algorithmic research and offers a range of managed account options, including personalized SMA programs and ETF-only portfolios.

Brandon Hill is a financial advisor with Diversify Wealth Management, LLC in Orem, UT. He holds a Series 65 designation and has three years of industry experience. His prior work history includes roles at FirstPurpose Wealth, WCF, and FedEx Ground, as well as time spent in full-time education and extended travel. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base including individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach across multiple platforms and a broad range of investment instruments.

Tyler Jackson is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Confident Financial and Utah Valley University. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, and retirement plans. The firm employs a Modern Portfolio Theory-based investment process combined with quantitative and qualitative analysis, managing approximately $13 billion in assets.

Joshua Wright is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at several firms including Fathom Realty and Security National Mortgage Company. Outside of his advisory role, he is active in real estate as a project manager and realtor. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach based on technical indicators and operates a proprietary research platform to support its model-driven strategies.

Edward Griffin is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has worked at BOSS Retirement Solutions, LLC and BOSS Retirement Advisors, LLC since 2016. Outside of advisory services, Griffin owns EA Teton Rentals, LLC, a non-investment real estate business. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion in discretionary assets, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, focusing on diversified model portfolios and external manager oversight.

Adam Taylor is a CFP® with 30 years of industry experience, currently serving at Diversify Wealth Management, LLC. He has held roles at DFPG Investments, Inc. since 2011 and LJCOOPER Capital Management, LLC since 2008. Outside of his advisory work, Taylor is an independent insurance agent and a passive investor in several businesses including a tax services firm and real estate holdings. 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, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach, utilizing a variety of internal and third-party strategies across multiple platform options.

Jeffrey Nishijima is a financial advisor at Aegis Capital Corp. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Morgan Stanley, E*TRADE Securities, Merrill, and Bank of America. Nishijima is based in Provo, Utah. Aegis Capital Corp. serves a diverse client base of individual and corporate investors, offering investment advisory, financial planning, brokerage, and related financial services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing advisory solutions through multiple sponsored and third-party platforms.