Danford Nelson is a financial advisor at Capita Financial Network, LLC with a Series 65 designation. He has one year of industry experience, including prior roles at Holistiplan and several technology and finance-related companies. 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 to select investments.

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.

Tyler Schenk is a financial advisor with Capita Financial Network, LLC, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Aptive Environmental and Utah Valley University. 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 employs risk-based model portfolios and third-party subadvisors to tailor investment strategies aligned with each client’s financial plan and objectives.

Laura Wilcox is a financial advisor with Capita Financial Network, LLC, holding a Series 65 designation and six years of industry experience. She has been with Capita Financial Network since 2018 and previously worked at Brigham Young University and served a mission for the Church of Jesus Christ. 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 uses risk-based model portfolios sub-advised by third-party managers and offers access to private funds and tailored financial plans.

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.

Cassandra Myers is a financial advisor at Capita Financial Network, LLC with five years of industry experience. She holds a Series 65 designation and has been with Capita Financial Network since 2013. Outside of her advisory role, she is the sole member of Cosslett LLC, a non-investment related business. 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 risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

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.

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.

Curtis Packer is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 65 designation and having nine years of industry experience. He has worked with B.O.S.S. Retirement Solutions, LLC and B.O.S.S. Retirement Advisors, LLC since 2016. 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 manages approximately $1.38 billion on a discretionary basis, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers and platform providers.

Jordan Brown is a financial advisor at Capita Financial Network, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B.O.S.S. Retirement Solutions, LLC, B.O.S.S. Retirement Advisors, LLC, and Discover. 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 conducts due diligence on private fund opportunities.

David Gallman is a CFP® and Series 66 licensed advisor at Portside Wealth Group, LLC with 21 years of industry experience. He has worked with multiple firms, including Townsquare Capital LLC, Lone Peak Advisors, and Zeiders Inc. Outside of his advisory role, Gallman provides budget and financing guidance through the Gallman Group and also works with clients on fixed life insurance solutions. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers tailored discretionary portfolio management and integrates various investment approaches, while also providing related legal and accounting services through affiliated professionals.

Jacob Cazier is a financial advisor with Portside Wealth Group, LLC in Provo, UT, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at several firms including Canyon Strategic Wealth, Wealth Navigation Advisors, and J.W. Cole Financial. In addition to his advisory role, Cazier is a Certified Divorce Financial Analyst and operates a B2B software business called The Cazier Group, LLC (dba Arrow Suite). Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, employing a blended investment approach with fundamental, technical, and modern portfolio theory.

Austin Kunzler is a CFP® professional with five years of industry experience, currently advising at Arkadios Wealth Advisors. He previously worked at Northwestern Mutual Wealth Management Company for four years. Outside of his advisory role, he has been involved with Michael Kunzler since 2021. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using various portfolio management strategies and integrates fundamental, technical, and cyclical investment analysis.

Jenna Smith is a financial advisor at Savvy with a Series 65 license and one year of industry experience. Her prior roles include positions at UVU Financial Planning Association, The Professional Financial Company, and Advanced Retirement Strategies. Outside of finance, she has worked in diverse fields such as education, health care, and retail. Savvy offers investment and financial planning services to individuals, trusts and estates, businesses, retirement plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, leveraging technology platforms and specialized sub-adviser strategies.

Todd Skousen is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Drive Wealth Advisers and Magellan Capital LLC and is president and managing partner of Links Consulting, where he is involved in business development and operations. Additionally, he serves as an independent contractor for Decisive Investor, marketing and selling investment-related software. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, and charitable organizations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers both advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.