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 at Capita Financial Network, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and Fidelity. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees, individuals planning for retirement, high-net-worth clients, 401(k) plans, and small businesses. The firm uses risk-based model portfolios sub-advised by third-party managers and offers access to private funds and tailored financial plans.

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 has worked previously at DFPG Investments, LLC and FirstPurpose Wealth LLC. In addition to his advisory role, he is involved in tax preparation and planning through his non-investment-related business, Firstpurpose Tax. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services for individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm employs a tactical diversification and asset allocation approach, utilizing a range of internal and third-party strategies across multiple platform options.

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 seven years of industry experience. He holds a Series 65 designation and has a legal background, operating his own law office specializing in estate planning since 2010. In addition to his advisory role, he is a licensed fixed insurance agent offering life and annuity products. Portside Wealth Group is a multi-advisor firm that provides discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of investment approaches and offers related legal and accounting services through affiliated professionals.

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.

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.

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 experience in the financial services industry. He is currently with Capita Financial Network, LLC and has previously worked with Fidelity Personal and Workplace Advisors. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement. The firm serves individual and high-net-worth clients as well as 401(k) plans and small businesses, using risk-based model portfolios that are sub-advised by third-party managers and offering access to private funds and fund-of-fund structures.

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 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.