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.

Ben Coburn is a Series 65-licensed advisor with Capita Financial Network, LLC. He joined Capita in 2024 and has a diverse background including roles in construction and education. 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, 401(k) plans, and small businesses, offering tailored financial plans and risk-based model portfolios managed with third-party subadvisors.

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 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.

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 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.

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 at Portside Wealth Group, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Wealth Navigation Advisors and Canyon Strategic Wealth. Outside of advising, he is a Certified Divorce Financial Analyst and operates a software business focused on B2B solutions. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm employs a range of investment approaches and provides access to affiliated legal and accounting professionals.

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.