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® 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.

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.

Tyson Long is a CFP® with 15 years of industry experience, currently affiliated with Capita Financial Network, LLC. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Investments since 2011. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving both individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm typically implements risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

Jayson Mcginnis is a financial advisor with Capita Financial Network, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Capita Financial Network since 2019 and previously spent over a decade with Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 broad range of investment types including mutual funds, ETFs, equities, fixed income, options, and private funds.

Brian Ward is a financial advisor at RFG Advisory, LLC with 14 years of industry experience. He holds a Series 65 designation and has previously worked with Global Financial Private Capital, Inc. He has been affiliated with B.O.S.S. Retirement Solutions, LLC and B.O.S.S. Retirement Advisors, LLC for a decade. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach primarily involves discretionary portfolio management using model strategies, third-party platforms, and ongoing supervisory oversight, with a service offering that includes sub-advisory roles for ETFs and access to alternative investments.

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 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.

Melanie Tinling is a financial advisor with Capita Financial Network, LLC, holding a Series 65 credential and five years of industry experience. Prior to joining Capita Financial Network in 2021, she worked at HCA Healthcare and Lighten Home Health & Hospice. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm uses risk-based model portfolios sub-advised by third-party managers and offers tailored financial plans along with access to private fund opportunities.

Laurie Hancock is a financial advisor at Global View Capital Management LLC with three years of industry experience. She holds a Series 65 designation and has worked at affiliated firms of Global View Capital since 2022. Outside of her advisory role, Hancock serves as vice-president and secretary of Scott Hancock Studio, Inc., a photography business she has been involved with since 1985. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach focused on momentum, relative strength, and trend-following strategies applied to ETFs and mutual funds, supported by proprietary research and integrated execution platforms.

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.