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.

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 financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Portside Wealth Group since 2024 and previously at Arete Wealth Advisors LLC, Arete Wealth Management LLC, Wealth Navigation, LLC, and First Frontier Financial. Outside of advisory work, he is the owner of First Frontier Financial, an independent insurance agency specializing in fixed life, annuity, and health insurance. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning using tailored investment mandates, blending fundamental, technical, and modern portfolio theory approaches, and offers affiliated legal and accounting services.

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 at Capita Financial Network, LLC in Draper, UT, holding a Series 65 credential with four years of industry experience. His prior work includes roles at B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2020, as well as experience in home construction and other fields. 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 employs risk-based model portfolios and primarily uses third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

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, 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® 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.

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 22 years of industry experience. He holds a Series 66 designation and has held roles at Caliber Wealth Management, 112 Ventures, Riggs Capital Management, and Merrill. Outside of advisory services, he serves as president of 112 Ventures, a bookkeeping and tax planning business. 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, retirement plans, and other institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach, combining internal and third-party strategies across multiple platform options.

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 five years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and has experience in digital intelligence systems and the food service industry. 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, primarily using co-managed arrangements with AE Wealth Management and third-party money managers to deliver diversified portfolio solutions and ongoing oversight.

Erik Ne Ville is a financial advisor with Verity Asset Management, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Verity Financial, Teacher's Pension & Insurance Services, Capital Loan Associates, and Insurance Staffing Services, where he also manages operations. Outside of advising, he is involved in managing insurance staffing services and real estate investing and management. Verity Asset Management is an SEC-registered, multi-team firm overseeing approximately $1.15 billion and serving a diverse client base including individuals, retirement plan sponsors, institutional clients, and other advisers. The firm emphasizes a model-based investment approach with tactical asset allocation and manages both internal specialty strategies and third-party models, offering portfolio management, retirement plan consulting, and sub-advisory services.