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 with RFG Advisory, LLC, holding a Series 65 designation and 14 years of industry experience. His prior roles include positions at B.O.S.S. Retirement Solutions, LLC, B.O.S.S. Retirement Advisors, LLC, and Global Financial Private Capital, Inc. since 2012. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing a range of model strategies, third-party platforms, and serving as a sub-adviser to multiple ETFs.

Sarah Hindmarsh is a financial advisor at Diversify Wealth Management, LLC with four years of industry experience. She has previously worked at DFPG Investments, LLC, FirstPurpose Wealth, Cbiz, and Rockhouse Financial. 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 emphasizes tactical diversification and asset allocation through a variety of internal and third-party strategies.

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.

Staci Compagno is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at DFPG Investments, Townsquare Capital, Allegis Investment Services, Cetera Wealth Services, and Equitable Advisors. Outside of financial advising, she is a member and accountant for SJ Metal Designs LLC, a business that creates and sells metal artwork. Portside Wealth Group is a multi-advisor firm providing discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate entities. The firm employs tailored investment approaches and integrates affiliated legal and accounting expertise alongside its wealth management services.

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 the Series 65 designation and has held roles at firms including Momentum Wealth Management, Coppell Advisory Solutions, LLC, Stonebriar Wealth, and CMND LLC. Brown is also active as an insurance agent, spending part of his time in the sale and service of insurance products such as life insurance, annuities, disability income, and long-term care. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm offers discretionary portfolio management, access to third-party managers, model portfolios, and stand-alone financial planning and consulting services, with an investment approach centered on strategic asset allocation and regular portfolio oversight.

Laurie Hancock is a financial advisor at Global View Capital Management LLC with three years of industry experience. She holds a Series 65 credential and has been involved in financial services roles since 2022, including work with Global View Capital Advisors, LLC and Experior Financial Group, Inc. Outside of finance, she is the vice president and secretary of Scott Hancock Studio, Inc., a photography business she has been part of since 1985. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research through its fully owned affiliate, AdvisorGuide, LLC.

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 18 years of industry experience. He previously worked at Albion Financial Group for 14 years before joining Golden State Equity Partners, LLC, where he has been since 2022. Ascentis Independent Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of discretionary management, third-party managers, and private direct investment programs tailored to client objectives.

Rodney Johnston is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked with multiple firms, including College Funding Solutions, Inc., where he serves as a Certified College Advisor assisting families with college planning. Additionally, he is involved in manufacturing and sales of audio electronics through Audio Systems Group, a non-investment-related business. 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, serving clients through a combination of discretionary management and third-party platforms.

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 licenses and 18 years of industry experience. He has worked at firms including The Strategic Financial Alliance, Investment Advisors International, and currently maintains roles at multiple real estate and insurance-related businesses alongside his advisory practice. Outside of advisory services, he is active as a project manager and realtor in the real estate sector. 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 focused on ETFs and mutual funds, supported by proprietary research through its affiliate AdvisorGuide, LLC, and offers model-based portfolio management and integration with third-party platforms for retirement accounts.

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 previously worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, E*TRADE Securities, and Bank of America. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through various sponsored programs and third-party platforms.

Warren Judd is a financial advisor at Portside Wealth Group, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Townsquare Capital LLC and Capital Asset Advisory Services. Outside of his advisory role, Judd is the CEO of Smart Financial, an investment-related business he has operated since 2001, and is a licensed insurance agent. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of investment approaches and provides related legal and accounting services through affiliated professionals.