Tanner Ellsworth is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds the Series 65 designation and has worked at AlphaStar since 2018. His prior experience includes roles at the Department of Defense and Prometric. Outside of advising, he is involved with Fantasync, LLC, a company that synchronizes sports viewing experiences with fantasy sports scores. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Richard Rogers is a financial advisor at Portside Wealth Group, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms, including GreenStreet Wealth Advisors and DFPG Investments, Inc. Outside of advisory services, he is president of GreenStreet Mortgage, a mortgage brokerage specializing in residential and commercial loans. Portside Wealth Group is a multi-advisor SEC-registered firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, and related services, utilizing a combination of fundamental, technical, and modern portfolio theory in its investment approach.

Jason Mcmullin is a financial advisor with Diversify Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at DFPG Investments, Inc. since 2011 and LJCOOPER Capital Management, LLC since 2008. Outside of advisory roles, he serves as a tax advisor at FirstPurpose Tax, where he leads the tax department and provides tax consulting services. 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, incorporating due diligence on third-party managers and a mix of investment vehicles tailored to clients’ objectives and regulatory requirements.

Randall Sparks is a financial advisor with Portside Wealth Group, LLC, holding a Series 65 credential and 10 years of industry experience. He has worked at firms including York Howell Guymon Law, where he is also an attorney, TownSquare Capital, LLC, Allegis Investment Advisors, and McCullough Sparks. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment analysis, and offers related legal and accounting services through affiliated professionals.

Breck Jacobs is a financial advisor at Gibbs Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sempre Avanti, Hornor Townsend & Kent Inc, and Jacobs Financial Group LLC. Jacobs is also involved in insurance as an owner and agent of Future Focus Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios.

Isaac Huether is a financial advisor at Portside Wealth Group, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*TRADE, Silicon Valley Bank, and Fidelity Brokerage Services. Huether serves as a member of the Cowlitz Indian Tribe Investment Counsel. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of investment approaches and offers affiliated legal and accounting services alongside its advisory offerings.

Sam Deaver is a CFP® with 11 years of industry experience currently serving at Diversify Wealth Management, LLC. He has previously worked with DFPG Investments, Inc. and LJCooper Capital Management. Outside of advising, he produces media content for a mountain bike–focused YouTube channel and prepares tax returns for clients. 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 tactical diversification and a mix of internal and third-party strategies across multiple platform options.

Aaron Larson is a Series 66-registered financial advisor with three years of industry experience. He has worked at Portside Wealth Group since 2025 and previously held positions at Olympus Peaks Financial and Edward Jones. Outside of advising, Larson owns and manages Elevate & Exit, a business that works with owners to value their companies before sale. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored discretionary mandates and a blend of investment analysis techniques, while also offering affiliated legal and accounting services alongside its advisory business.

James Spainhower is a financial advisor at Diversify Wealth Management, LLC in Orem, UT, holding the ChFC® designation with 25 years of industry experience. He has been affiliated with DFPG Investments, Inc. since 2011 and FirstPurpose Wealth since 2008. Outside of advising, he manages Rising Sun Cattle Co., where he oversees finances, marketing, and breeding operations for wagyu and kobe-style beef. Diversify Wealth Management serves individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions with a tactically diversified investment approach. The firm offers financial planning, family office and corporate consulting, and portfolio management across multiple account types using a variety of investment vehicles and management platforms.

David Gardner is a financial advisor at Diversify Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and is also the managing partner of Caliber Wealth Management. Outside of his advisory roles, Gardner serves as president of 112 Ventures, a bookkeeping and tax planning business. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and curated models, and incorporates both liquid and illiquid investments aligned with clients’ objectives.

Ryan Williams is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining B.O.S.S., he worked at Wells Fargo Clearing Services LLC for five years and was involved with Digital Intelligence Systems LLC for three years. 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 and primarily utilizes co-managed arrangements with AE Wealth Management and third-party money managers to construct diversified portfolios.

Erik Ne Ville is an advisor at Verity Asset Management with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Verity Financial and Verity Asset Management since 2018. Outside of advisory work, he is involved in managing an insurance staffing business. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion across 55 advisors. The firm serves individual, retirement plan, institutional, and advisory clients using a largely model-based investment process that emphasizes tactical asset allocation and combines internally managed and third-party strategies.

Landry Leach is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked with Thrivent Financial and New York Life. Outside of advising, he serves as president of Rock Top Insurance Agency, a property and casualty insurance business in Utah. 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 primarily delivers services through co-managed arrangements and referrals to third-party money managers, focusing on diversified allocations governed by outside managers.

Eric Barnes is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked with Transamerica Financial Advisors, Inc. and World Financial Group, INC. since 2023. Barnes is also an attorney and owner of The Law Offices of Eric B Barnes, Inc., which he has operated since 1995, focusing on eldercare law and related legal services. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrates affiliated legal and accounting services for comprehensive client support.

Taylor Acevedo is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at TownSquare Capital and FJ Management Center. His background also includes time at Utah State University and service with The Church of Jesus Christ of Latter-Day Saints. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

David Bushman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has previously worked at Craig Hancey & Company, Transamerica Financial Advisors, and World Financial Group, and he is the owner of Bushman Accounting, Tax & Financial Services. Outside of his advisory work, he owns Red Bridge Investments, a real estate development company, and serves on the membership committee of a local networking organization. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed portfolios with access to multiple platforms and third-party solutions.

Jeffrey Hartung is a financial advisor with Missionsquare Retirement in Pleasant Grove, UT, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and Staples Inc. Outside of his advisory role, he serves as an adjunct professor at Salt Lake Community College. MissionSquare Retirement provides retirement plan administration, recordkeeping, education, and advisory services primarily to state and local government employers, their employees, and certain nonprofit entities. The firm utilizes a multi-team advisory structure and offers personalized investment advice through its Guided Pathways program, with portfolio management developed by Morningstar Investment Management.

Keith Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Kestra since 2017 and has prior experience with Morgan Stanley and Morgan Stanley Private Bank. Johnston serves as an adjunct professor at Utah Valley University and is an advisory board member at Brigham Young University, where he assists students with career preparation. He also coaches a high school girls tennis team. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities, offering a range of advisory services such as managed portfolios, financial planning, and private fund placement. The firm supports multiple investment platforms and approaches, providing access to a broad array of investment products and fiduciary consulting.

Andrew Williams is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Bank and Fidelity Investments prior to joining B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors. His background also includes seven years at The University of Utah. 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, using model portfolios and external managers in co-managed arrangements to deliver its services.

Andrew Toolson is a financial advisor with Kinetic Investment Management, Inc., holding Series 63, 65, and 66 credentials and eight years of industry experience. His prior roles include positions at Verity Asset Management, Teachers Pension, and Eventide Management Partners. Outside of finance, he is involved in rideshare driving and sports officiating. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and may include higher-risk investments such as non-traded REITs when suitable.