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 holds a Series 66 license with 21 years of industry experience. He is currently with Portside Wealth Group, LLC and has previously worked at firms including Townsquare Capital LLC and Mercer Global Advisors Inc. Gallman also provides budget and financing guidance through the Gallman Group as a non-investment related activity. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory approaches in managing client portfolios.

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.

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 at M Holdings Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Drive Wealth Advisers and Magellan Capital LLC. In addition to his advisory role, Skousen is president and managing partner of Links Consulting, where he oversees business development and operations. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent professionals. The firm offers a range of advisory and brokerage services, combining portfolio management with third-party sub-advisors and utilizes platform providers to support trading, reporting, and fee billing.

Jay Wells is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Drive Wealth Advisers and Foresight Wealth Management, LLC. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a process combining Modern Portfolio Theory with quantitative screening and qualitative manager due diligence.

Timothy Whipple is a CFP® with 29 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has held roles at DFPG Investments, Inc., FirstPurpose Wealth, L J Cooper Capital Management, and Whipple Financial, Inc. Outside of advisory work, he serves as CFO of Brixton Partners, a company involved in subdividing and selling warehouse units, and sits on the boards of several charitable organizations including A Child's Hope Foundation and Lifting Hands International. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary standards.

Tyler Woodbrey is a CFP® with three years of industry experience, currently serving at Symmetry Partners. Prior to joining Symmetry Partners, he worked at IAMS Wealth Management and provides administrative services and education for MEP 401(k) plans through Cairn Advisors. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and manages proprietary mutual funds and ETFs as part of its platform-centric model.

Dennis Mcmillan is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Portside Wealth Group, LLC, having joined in 2024, and previously worked at Arete Wealth Advisors LLC and Wealth Navigation, LLC. Outside of advisory services, he is the owner of First Frontier Financial, where he conducts fixed life, annuity, and health insurance sales. Portside Wealth Group is a multi-advisor SEC-registered wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates and combines fundamental, technical, and modern portfolio theory in its investment analysis, offering related legal and accounting services through affiliated professionals.

Danielle Lewis is a financial advisor with Capita Financial Network, LLC, holding a Series 65 designation and four years of industry experience. Her prior work experience includes roles at Northwestern Mutual and retail positions at Famous Footwear and Bath & Body Works. Capita Financial Network provides financial planning and discretionary investment advisory services primarily to 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 utilizes risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Joseph Kent is a financial advisor with Capita Financial Network, LLC in Draper, UT, holding a Series 65 credential and five years of industry experience. He has worked at B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors, with prior roles in custom home building and other fields. Capita Financial Network serves retirees, individuals planning for retirement, high-net-worth clients, 401(k) plans, and small businesses. The firm offers financial planning, discretionary investment advisory services, and access to private funds, typically implementing risk-based model portfolios sub-advised by third-party managers.

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 with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He serves as President of GreenStreet Mortgage, a mortgage brokerage firm specializing in residential and commercial loans. He is also the owner of RGR Services, which manages GreenStreet Mortgage. Portside Wealth Group is a multi-advisor SEC-registered wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, employing a blend of fundamental, technical, and modern portfolio theory in its investment approach.

Jason Mcmullin is a financial advisor at Diversify Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DFPG Investments, Inc., LJCOOPER Capital Management, LLC, Cambridge Investment Research Advisors, and Strategis Financial Group, Inc. Since 2005, he has also served as a tax advisor heading an accounting and tax services department at FirstPurpose Tax. 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 institutions. The firm manages approximately $4.1 billion in assets and utilizes a tactical diversification approach with a range of platform options and investment instruments tailored to client objectives.

Randall Sparks is a financial advisor with Portside Wealth Group, LLC in Provo, UT, holding a Series 65 designation and 10 years of industry experience. He has worked at multiple firms, including York Howell Guymon Law, where he serves as an attorney, TownSquare Capital, Allegis Investment Advisors, and McCullough Sparks. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporations. The firm utilizes a variety of investment approaches and provides integrated 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® professional with 11 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC. He previously worked at DFPG Investments, Inc. and LJCooper Capital Management. Outside of advisory services, he operates a mountain biking media production business and prepares tax returns for clients. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm employs a tactical diversification and asset allocation approach, utilizing a mix of internal and third-party strategies across multiple platform options.