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 with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at Fidelity Investments for ten years and has been with Triad Wealth Partners and related entities since 2024. In addition to advisory work, he is involved in insurance sales and services through Sempre Avanti, LLC, focusing on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform that provides sub-advisory and model portfolio services to other RIAs. The firm uses strategic asset allocation and a committee-driven investment process to manage diversified portfolios across mutual funds, ETFs, individual securities, and fixed income.

Tyson Williamson is a financial advisor at Capita Financial Network, LLC with five years of industry experience. He holds a Series 65 credential and has worked at several firms, including Ensign Peak Advisors Inc. and Olympus Wealth Management. Tyson has also held positions at Brigham Young University. 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 as well as 401(k) plans and small businesses, using tailored financial plans and risk-based model portfolios sub-advised by third-party managers.

David Kleinman is a CFP® professional with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at The Professional Financial Company, Central Bank, and TruRinse. Outside of finance, he owns and operates Moment Rings, a business that creates and sells custom rings online. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s planning-centered investment approach incorporates modern portfolio theory, tax-aware strategies, and specialized management through sub-advisers.

I love all the cool and creative things that people are doing on the internet. One of my favorite things to do is spend time with my kids seeing what interesting and unique things people are doing online as influencers and content creators. As a Financial Advisor by training I knew that the career path of an online influencer or content creator was not like the traditional career path. After 9 years working and studying all things Financial Planning I decided to break out of the world of large investment houses and become a fully independent Personal Financial Advisor. I knew I could help online influencers and content creators with their unique challenges and situations. I knew I could help them live their life how they want and aligning their money with their dreams. Utilizing an academic and evidence based approach to investing and money management I am able to help ensure a prosperous and fulfilling life for all those that I work with. I’d love to get to know you and where you want to go in life. Don’t hesitate to schedule a free consultation where we can get acquainted and discover what we can do together!

Jeffrey Johnson is a CFP® with 26 years of industry experience. He currently serves at Portside Wealth Group, LLC and has prior experience with firms including Ars Investment Advisors, Inc, Allegis Investment Services, and United Planners' Financial Services of America. Outside of advisory roles, he is an independent contractor selling life, long-term care, and annuity insurance products. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, and pension consulting services to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a range of investment strategies and offers related legal and accounting services through affiliated professionals.

Kimberly Solomon is a financial advisor at Capita Financial Network, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Allos Investment Advisors, LLC, Searcy Financial Services, and Utah Valley University. Capita Financial Network serves individuals, 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 recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

Christian Ward is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services and FirstPurpose Wealth. Ward serves as a traditional Guardsman with the Utah Air National Guard, where he is involved in supervising, training, drafting, and surveying. Diversify Wealth Management offers investment advisory and planning services to a diverse client base, including individual and high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and includes due diligence on third-party managers, illiquid alternatives, and options-based strategies in client portfolios.

Nathan Christensen is a financial advisor at Capita Financial Network, LLC with five years of industry experience. His background includes roles at Fidelity Investments, Northwestern Mutual, and WaterQuest Corp. Outside of finance, he has worked for Mrs. Cavanaughs Chocolate Factory and served with the Church of Jesus Christ of Latter Day Saints. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees, individuals planning for retirement, high-net-worth clients, 401(k) plans, and small businesses. The firm uses risk-based model portfolios sub-advised by third parties and offers access to private funds and fund-of-fund structures.

Tyler Snow is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Bank and Fidelity Brokerage Services. 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, employing co-managed arrangements with AE Wealth Management and third-party money managers to construct diversified portfolios while providing ongoing oversight and consulting.

Sean Jones is a CFP® with 28 years of industry experience, currently affiliated with Capita Financial Network, LLC. His career includes roles at Fidelity Personal and Workplace Advisors, Strategic Advisers, Inc., and Fidelity Brokerage Services, Inc. He maintains multiple financial licenses, including Series 63 and Series 66. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, as well as for high-net-worth clients, 401(k) plans, and small businesses. The firm employs risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Jakob Jeffery is a financial advisor at BFC Planning, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at multiple firms including Wheelhouse Wealth Management and Berthel, Fisher & Company Financial Services, Inc. Outside of his advisory role, he officiates sanctioned fencing matches as a referee for USA Fencing. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services using a variety of platforms and investment strategies tailored to client needs.

John Brough is a CFP® with three years of industry experience, currently serving as a financial advisor at B.O.S.S. Retirement Advisors, LLC. His prior roles include positions at Fidelity Investments and Mountain Wave Advisors, as well as experience in education and community organizations. 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 utilizes model portfolios and third-party managers to construct diversified allocations while offering ongoing oversight and consulting primarily through co-managed arrangements.

Nicholas Peterson is a financial advisor at CreativeOne Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CoreCap Advisors, LLC and Peterson Harris. Outside of advising, he is involved in several business ventures including tax planning through PH, LLC, nutritional supplement sales, and managing a historical documents company intended for museum donation. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.