Avery Jackson is a financial advisor at Capita Financial Network, LLC with a Series 65 designation and one year of industry experience. Prior to joining Capita in 2025, Avery held positions at Goldman Sachs and spent time in educational roles at Brigham Young University and Summit Academy Schools. 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, implementing risk-based model portfolios sub-advised by third-party managers and offering access to private funds and fund-of-fund structures.

Kimball Pierce is a ChFC® with 18 years of industry experience, currently serving as an advisor at CW Advisors, LLC. His prior roles include nine years at Rovin Capital and seven years at Goldman Sachs. He is a member of the investment committee at Six Peak Capital Management, LLC, a management company for special purpose vehicle entities. CW Advisors is a multi-team advisory firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG-oriented strategies with centralized investment oversight.

Alexander Haviland is a CFP® with 11 years of industry experience, currently serving at Diversify Wealth Management, LLC since 2024. He previously worked at DFPG Investments, Inc. and LJCooper Capital Management. He holds ownership in an accounting and tax services firm and serves on the board of a warehouse provider, performing financial analysis. Diversify Wealth Management, LLC 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 employs a tactical diversification and asset allocation approach, utilizing a variety of investment instruments and multiple platform options across a team of more than 50 advisers.

Michael Kunzler is a CFP® and ChFC® with 28 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, joining in 2026. Prior to this, he spent nearly three decades at Northwestern Mutual in various roles across wealth management and investment management. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management solutions, combining fundamental, technical, and cyclical analysis with client-imposed restrictions and a range of asset types.

Herbert Franco III is a financial advisor with Regal Investment Advisors LLC holding Series 63 and Series 66 licenses and has seven years of industry experience. His background includes roles at firms such as MassMutual Life Insurance Company, Fidelity Investments, and Prudential Insurance Company of America. Outside of his advisory work, he is engaged in insurance brokerage and various food delivery and warehouse associate positions. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to SEC- and state-registered advisers and their clients. The firm manages a broad sub-advisory platform of proprietary and third-party strategies, focusing on trade execution and portfolio management while working through a network of primary advisors.

James Houston is a CFP® with 29 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Riggs Capital Management, Turnberry Financial Services, and DFPG Investments. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services, focusing on long-term, diversified portfolios managed through centrally overseen investment models with flexibility for customization.

Hayden Adams is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Fidelity Investments and Utah Valley University. Adams served in the U.S. Marine Corps from 2019 to 2022. 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 uses co-managed arrangements with AE Wealth Management and referrals to third-party money managers to construct diversified portfolios.

Michael Corrigan is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Innovative Mortgage Alliance, LLC and C & E Financial Group, Inc. He is president and CEO of Pioneer Resource Management, a health supplement consulting and sales 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 focused on ETFs and mutual funds, using proprietary research from its affiliate AdvisorGuide, LLC, and offers various managed account options including SMAs and a build-your-own ETF platform.

Tyler Steinkopf is a CFP® and ChFC® with 10 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kenneth Tooke, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and with Mike Kunzler. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services and builds customized investment plans using fundamental, technical, and cyclical analysis delivered through various internally managed and third-party portfolio options.

Julie Mac Neil is a Series 65-licensed financial advisor with Tucker Asset Management LLC, bringing five years of industry experience. She has operated MacNeil Financial Services since 2005, focusing on insurance sales as the firm's owner. Outside of financial advising, she is an author and motivational speaker through her company, The 50 Year Secret, LLC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm offers discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting, using a top-down, macroeconomic asset-allocation process that incorporates a range of growth, fixed-income, alternative investments, and direct indexing strategies.

Adam Lallas is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with B.O.S.S. Retirement Advisors, LLC and previously worked at Capstone Financial Advisors, Inc. He also provides tax preparation services as a sole proprietor in Payson, UT. B.O.S.S. Retirement Advisors offers 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 in assets and primarily operates through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, using model portfolios and external managers to construct diversified allocations.

Jerry Ford is a CFP® with 40 years of industry experience. He currently serves with Advisory Services Network and previously worked at Navigate Private Wealth LLC and Allegis Investment Services. Outside of his advisory role, he is also involved with Allegis Advisor Group, LLC, an insurance agency. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm employs a range of strategies including discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection.

Tyson Thacker is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He is involved in multiple business ventures outside of advisory work, including serving as CEO of Infinity Group Enterprises, a company engaged in financial services and real estate, and managing several other enterprises related to publishing, marketing, and solar energy. 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 utilizes a model portfolio approach and external managers to construct diversified allocations while offering ongoing oversight and consulting services, primarily through co-managed arrangements and referrals to third-party money managers.

Alex Long is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Diversify Wealth Management, LLC and has prior experience at DFPG Investments, Inc. and FirstPurpose Wealth. Outside of advisory work, he owns FirstPurpose Tax, an accounting and tax services business. Diversify Wealth Management, LLC offers investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach utilizing a variety of instruments and platform options.

Tyler Haskell is a CFP® professional with three years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and previously worked at Diversify Advisory Services, LLC and DFPG Investments, LLC. In addition to his advisory role, he is an insurance agent specializing in fixed life and health products, primarily in the Medicare market. 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, incorporating due diligence on third-party managers and offering both discretionary and non-discretionary management aligned with clients’ objectives.

Connor Pay is a financial advisor at CW Advisors, LLC with Series 65 registration and one year of industry experience. Prior to his advisory role, he played professional football with the National Football League and was involved with Brigham Young University’s football program. He also attended Brigham Young University from 2020 to 2024. CW Advisors, LLC is a multi-team firm serving a wide range of clients including individuals, high-net-worth clients, trusts, estates, and various organizations. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, with centralized investment oversight and services that extend to other registered investment advisers and private funds.

Michael Costa is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and one year of industry experience. He is also the owner and producer of Summit Studios, a media production company that creates educational and promotional content for small businesses. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

Jacob Rust is a financial advisor at Portside Wealth Group, LLC with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Northwestern Mutual and Townsquare Capital. Outside of advisory services, he owns and manages a rare coin retail business and participates in exit planning consulting. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charities, and corporate clients. The firm provides discretionary portfolio management, financial planning, and pension consulting using a blend of fundamental, technical, and portfolio theory-based investment approaches.

Jacob Pulver is a financial advisor at Kingswood Wealth Advisors, LLC in Lehi, Utah, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Kingswood Capital Partners, Xton Financial, and MyWallSt Advisory. Outside of his advisory role, he is involved in offering fixed life and annuity insurance products as an insurance producer. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

Madison Forrest is a Series 65 licensed advisor with six years of industry experience. He is currently with Diversify Wealth Management, LLC and previously worked at Caliber Wealth Management and BOSS Retirement Solutions. Outside of his advisory work, Madison is co-owner of Rooftop Christmas Lights LLC, a seasonal business in American Fork, UT. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, managing approximately $4.1 billion in assets. The firm employs a tactical diversification and asset allocation approach using a range of internal and third-party strategies across various investment platforms.