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.

Jay Riggs is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Merit in 2025, he was president and founder of Riggs Capital Management LLC for 23 years and has worked with firms including Emerson Equity LLC, DFPG Investments, Inc., and Orchard Securities. Outside of his advisory role, Riggs manages several personal business entities, including Bocephus Enterprises LLC. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services with an investment approach focused on long-term, diversified portfolios using centrally managed sleeves and customizable models overseen by an internal Investment Committee.

Shay Nelson is a Series 65 credentialed financial advisor with three years of industry experience, currently with B.O.S.S. Retirement Advisors, LLC since 2021. Prior to joining B.O.S.S., Nelson held roles in various sectors including fitness and hospitality. 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 emphasizes co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Markell Staffieri is a financial advisor with CW Advisors, LLC, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 17 years of industry experience, including prior roles at First Allied Advisory Services, INC. and Rovin Capital. Outside his advisory duties, he serves on the investment committees for Six Peak Capital Management, LLC and Rovin Capital. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, and sub-advisory solutions.

Jason Seymour is a financial advisor at Portside Wealth Group, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Townsquare Capital LLC and LPL Financial, LLC. In addition to advising, he is involved in a non-variable insurance business covering life, health, disability, and VA services. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrates related legal and accounting services through affiliated professionals.

Blake Rawlings 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 2026, he worked in healthcare and academia, including roles at Spine and Sport Physical Therapy and universities such as the University of Utah and Utah Valley University. 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 conducts due diligence on private fund opportunities while monitoring and rebalancing client accounts.

Kent Binning is a financial advisor at Portside Wealth Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at TownSquare Capital, Allegis Investment Advisors, and New York Life among other firms. Outside of his advisory role, he is also an owner and insurance broker at Insurance Trails. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and other services, combining fundamental, technical, and modern portfolio theory in its investment approach.

Rinar Erickson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Capita Financial Network, LLC since 2021. Prior to this, he worked at Creative Planning from 2015 to 2021. 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 client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, with ongoing account management across various investment types.

John Clement is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds a Series 65 registration and previously worked for Utah Community Credit Union for 15 years. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm’s model-driven investment process focuses on strategic asset allocation using diversified portfolios of mutual funds, ETFs, stocks, and bonds.

Shawn Lucas is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has been involved with Apiary Fund since 2011. Outside of his advisory role, he manages Trader on the Street, an educational portal focused on investment portfolio management, and is developing Trading Leagues, a platform to evaluate traders' performance. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers and offers a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

Richard Simons is a financial advisor with Blueprint Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Fortius Wealth Management, Diamond Wealth Management, and Capital Guardian Wealth Management. Outside of finance, he is the owner and manager of Northern Peaks Soccer Club LLC. Blueprint Financial Advisors is a multi-advisor firm offering portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment approach based on price-driven trend-following and momentum rules.

Alyssa Moore is a Series 65-licensed financial advisor with four years of industry experience. She is currently with Portside Wealth Group, LLC in Provo, UT, where she has worked since 2023. Her prior experience includes roles at Townsquare Capital, Green Street Wealth Advisors, Clearwater Analytics, Goldman Sachs, and Alta View Orthodontics. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, employing a variety of investment approaches and providing related legal and accounting services through affiliated professionals.

William Snider is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Townsquare Capital, Praemon Consulting, LLC, and DFPG Investments, Inc. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and other services, employing a blend of fundamental, technical, and modern portfolio theory in its investment analysis.

Jeffrey Wangsgard is a financial advisor with Portside Wealth Group, LLC based in Provo, UT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include work with Allegis Investment Services, The Leaders Group Inc, and his own CPA and tax firm, Jeffrey R Wangsgard & Assoc LLC, where he provides accounting services. Outside of advisory work, he manages a CPA practice and serves as treasurer for a neighborhood water company. Portside Wealth Group is an SEC-registered, multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored investment mandates and combines fundamental, technical, and modern portfolio theory in its analysis, while also providing legal and accounting services through affiliated professionals.

Karl Tresner is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity, and MassMutual Life Insurance Co. He is also an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm utilizes a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, offering a broad range of investment options and regular client communication.

Ana Jovel is a financial advisor at Diversify Wealth Management, LLC with two years of industry experience. She holds a Series 63 designation and previously worked at FirstPurpose Wealth from 2021 to 2024. Diversify Wealth Management provides 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 and offers services such as financial planning, family office consulting, and portfolio management.

Lauren Loucks is a financial advisor at Diversify Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at LJCooper Capital Management and DFPG Investments, LLC. Outside of advising, Loucks works as a tax advisor and leads group cycle classes at a fitness center. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach that includes due diligence on third-party managers, the use of alternative investments, and both discretionary and non-discretionary management aligned with client objectives.

Jason Goold is a financial advisor at Triad Wealth Partners, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Fidelity Investments for 10 years. Outside of his advisory role, he is also involved in insurance sales and services through SEMPARE AVANTI, LLC DBA Momentum Wealth, focusing on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment approach with diversified portfolios and offers sub-advisory management, operational support, and financial planning services.