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.

Earl Good is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and 24 years of industry experience. Before joining Vanderbilt in 2021, he was affiliated with Reutemann Financial Solutions, Research Financial Strategies, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is chairman and co-owner of Bill Good Marketing, a marketing firm he has managed since 1977, and earns royalties from published books. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that combines fundamental, technical, and charting analysis, and is notable for its integration with retirement-plan and benefits firms, providing a comprehensive advisory and plan administration offering.

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 previously worked at Caliber Wealth Management, Riggs Capital Management, and Merrill. Outside of his advisory role, he is president of 112 Ventures LLC, 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 institutions. The firm employs a tactical diversification and asset allocation approach across various platforms, managing approximately $4.1 billion in assets through a team of more than 50 investment adviser representatives.

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.

Landry Leach is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked with Thrivent Financial and New York Life. Outside of advising, he serves as president of Rock Top Insurance Agency, a property and casualty insurance business in Utah. 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 primarily delivers services through co-managed arrangements and referrals to third-party money managers, focusing on diversified allocations governed by outside managers.

Eric Barnes is a financial advisor with Portside Wealth Group, LLC in Provo, Utah, holding Series 63 and Series 65 licenses and two years of industry experience. He is also the owner and president of The Law Offices of Eric B Barnes, Inc., a legal practice specializing in eldercare and estate planning that he has operated since 1995. Barnes has experience at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and manages a family-owned office building through EB and JB Management, LLC. Portside Wealth Group is a multi-advisor 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 investment mandates and a blend of analytical approaches, offering affiliated legal and accounting expertise alongside wealth management.

Kyle Moore is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 designation and has worked at firms including Precision Capital Management and Horter Investment Management. Outside of advisory work, he is involved with Action Solar, LLC, a renewable energy business. 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 across various asset types and supports ERISA-related plan services.

Taylor Acevedo is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at TownSquare Capital and FJ Management Center. His background also includes time at Utah State University and service with The Church of Jesus Christ of Latter-Day Saints. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Benjamin Hamblin is a financial advisor at Capita Financial Network, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Mountain America Credit Union and various positions outside finance such as at Ortho Select and the Church of Jesus Christ of Latter-Day Saints. 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, model portfolios, and access to private funds.

Jeffrey Hartung is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and has experience outside finance at Staples Inc. and Garage Doors Inc. Hartung also teaches as an adjunct professor at Salt Lake Community College. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through a multi-team structure supporting over 40,000 participants. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management using asset allocation models and a total wealth approach tailored to individual clients.

Keith Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he serves as an adjunct professor at Utah Valley University and is a board advisory member at Brigham Young University, assisting students with career development. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages a diverse range of client assets with access to various investment products and emphasizes operational affiliations such as a trust company and specialized third-party arrangements.

Andrew Williams is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, UT, holding Series 63 and Series 65 registrations and five years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, and Fidelity Investments. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a client assessment process followed by diversified portfolio construction through model portfolios and outside managers, primarily delivering services via co-managed arrangements and referrals to third-party managers.

Andrew Toolson is a financial advisor at Kinetic Investment Management, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Verity Asset Management, Teachers Pension, and Eventide Management Partners. Outside of his advisory role, he is involved in rideshare driving and sports officiating. Kinetic Investment Management serves individuals, including high-net-worth clients, 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 a combination of analytical methods and may allocate portions of portfolios to higher-risk, potentially illiquid investments when appropriate.

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.

Markell Staffieri is a financial advisor at CW Advisors, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Rovin Capital and First Allied Advisory Services, INC. Staffieri is also a member of the investment committees for Six Peak Capital Management, LLC and Rovin Capital. CW Advisors, LLC is a multi-team firm providing investment management, comprehensive wealth management, and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm uses a Core-and-Satellite approach that incorporates active, passive, quantitative, and ESG strategies, with centralized investment oversight through an Investment Oversight Committee.

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.

Joshua Carlson is a financial advisor at Merit Financial Advisors with six years of industry experience. He has previously worked at Morgan Stanley Smith Barney, E*Trade Securities, and Goldman Sachs, and he holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant manager at The Story Cupboard, where he assists with shipping, inventory management, and managing sales events at local elementary schools. He also works as a freelance web designer for local businesses. 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 and employs a long-term, diversified investment approach using centrally managed portfolios that advisors can customize.