Lindsey Lewis is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) with five years of industry experience. She has worked at firms including Savvy, OSAIC Wealth, Inc., Ellevest, The Vanguard Group, and Soltis Investment Advisors. Lindsey also serves as Managing Director at The American College of Financial Services and has a background as a Certified Track & Field Official with USATF. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized plans tailored to client objectives and risk tolerance, employing a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware direct indexing, and technology-driven portfolio management solutions.

Jacob Sybrowsky is a financial advisor at Diversify Wealth Management, LLC with Series 65 registration and experience beginning in 2024. He has held roles at Ensign College and Hyde Park Holdings LLC since 2023, and previously worked at Utah Valley University from 2010 to 2023. Through Hyde Park Holdings, he provides tax consulting services as a Master Strategic Partner with B10 Capital and serves as a co-trustee and contingent trustee on family trusts. Diversify Wealth Management offers investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed portfolios and curated models, incorporating a wide range of asset classes and both discretionary and non-discretionary management aligned with client objectives.

Colby Wight is a financial advisor at CoreCap Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with CoreCap Advisors since 2015. Outside of his advisory role, he works as a DoorDash delivery driver. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning for individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Ryan Thacker is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with B.O.S.S. Retirement Advisors and its affiliated entities since 2014. Outside of his advisory role, he is involved in several business ventures including managing member positions in solar energy and capital funding entities, as well as overseeing publishing and marketing companies. 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 utilizes a client assessment process followed by diversified model portfolios and outside managers, with a focus on co-managed arrangements and referrals to third-party money managers.

Scott Stratton is a CFP® professional with eight years of experience in financial advising at Diversify Wealth Management, LLC. In addition to his advisory role, he serves as an attorney at Stratton Law Group PLLC and is Vice President of Legal at Thermagreen Systems Inc., a building material manufacturing company. He also owns SOS Law, providing legal consulting services. Diversify Wealth Management offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and includes alternative investments and options-based strategies within portfolios.

Alan Harris is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds a Series 65 credential and previously spent ten years at CoreCap Advisors, LLC. Outside of his advisory work, he is involved in tax planning and mitigation through his ownership of PH, LLC, and participates in health supplement sales and software finance management. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting primarily to individuals, corporations, and plan sponsors. The firm manages discretionary accounts using proprietary models and third-party managers, employing a combination of modern portfolio theory, fundamental, technical, and quantitative analysis.

Timothy Gottfredson is a CFP® with 17 years of industry experience, currently serving at Capita Financial Network, LLC since 2021. His prior roles include positions at EP Wealth Advisors, Raymond James Financial Services, and Peterson Wealth Services. Outside of financial advising, he is the CEO and business owner of Flex Transportation, LLC. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses with tailored financial planning and discretionary investment advisory services. The firm employs risk-based model portfolios and primarily uses third-party subadvisors, conducting regular account reviews and managing a variety of investment types.

Spencer Felkins is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked in lawn care and pest control businesses. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes model portfolios and outside managers to construct diversified allocations and delivers ongoing services mainly through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Austin Thacker is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has four years of industry experience, including prior roles with B.O.S.S. Retirement Solutions and two years serving as a Church Missionary. Thacker is also a minority member and manager of T4 Enterprises, LLC, a private investment entity. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning for 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 by referring clients to third-party money managers.

Cristian Haymes is a financial advisor at Capita Financial Network, LLC, holding a Series 65 designation. He has professional experience beginning in 2024 and previously worked in educational roles at the University of Utah, Santa Fe Christian High School, and Horizon Prep Middle School. 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 uses client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, and manages a range of investments including mutual funds, ETFs, equities, fixed income, options, and private funds.

Carson Strong is a financial advisor at Capita Financial Network, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Capita Financial Network since 2022. Prior to his current role, he held positions at ObservePoint, Brigham Young University, Zions Bank, and Bank of Utah. 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 offers access to private funds and fund-of-fund structures.

Marissa Smith is a Series 66-credentialed financial advisor at Portside Wealth Group, LLC with four years of industry experience. She has previously worked with multiple firms including Hudson Oaks Wealth Management and Concorde Investment Services. Outside of advisory work, she is a co-owner of Lyla June Co., a business that distributes stickers and keychains. 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 a combination of fundamental, technical, and modern portfolio theory approaches, and offers related legal and accounting services through affiliated professionals.

Brent Dewsnup is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah. He holds a Series 65 credential and has 10 years of industry experience. Prior to joining B.O.S.S., he worked at SVB Capital, Silicon Valley Bank, Rocky Mountain Power, and Goldman, Sachs & Co. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a client assessment process followed by diversified portfolio construction using model portfolios and outside managers, focusing on co-managed arrangements and third-party referrals.

Katherine Brinkerhoff is a financial professional with seven years of industry experience, currently affiliated with Capita Financial Network, LLC. She has worked at Raymond James Financial Services Advisors, Inc. and Fidelity Brokerage Services, LLC. Brinkerhoff also has a background with the Church of Jesus Christ of LDS. 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 risk-based model portfolios and third-party subadvisors, conducting regular account reviews and managing a range of investment types.

Richard Harris is a financial advisor with Global View Capital Management LLC in Pleasant Grove, UT, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Global View Capital since 2014 and has operated his own private company, Richard Harris, LLC, which serves as a platform for physical therapy and book writing activities. Harris is also involved in book writing and real estate management through Invictus Press, LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on momentum, relative strength, and trend-following applied to ETFs and mutual funds, supported by proprietary research and execution infrastructure.

Glen Sjoberg is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes four years at Security National Mortgage Company. Outside of advising, he serves as an executive officer and secretary of the Utah Oracle Users Group, a nonprofit technical support organization, and is active as a precinct chair for the Republican Party. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, utilizing proprietary research and model-driven strategies to manage portfolios and retirement plan assets.

Benjamin Marshall is a CFP® with 19 years of experience in the financial services industry. He is currently affiliated with Ascentis Independent Advisors, LLC and has held roles at multiple firms including Marshall Wealth Advisors, Golden State Equity Partners, and Townsquare Capital. In addition to his advisory work, he has been involved in fixed insurance sales since 2010. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines discretionary management, third-party managers, and platform solutions, and offers specialized programs such as Private Direct Investments for allocation into illiquid private funds.

Michael Johnson is a Series 65-licensed advisor at Savvy with 24 years of industry experience. He previously worked for 16 years at Pillar Capital LLC before joining Savvy. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and technology platforms to support customized client solutions.

Tanner Smith is a financial advisor at Capita Financial Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Capita since 2021. Prior to his advisory role, Tanner’s background includes positions at Lakeridge Construction and Southern Utah University. 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 employs risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Scott Carlson is a financial advisor with Diversify Advisory Services, LLC in Orem, UT, holding a Series 65 credential and bringing 11 years of industry experience. He has been with FirstPurpose Wealth since 2014. Outside of his advisory role, Carlson manages operations for Kelsey Carlson Art, an art print sales business, and FirstPurpose Tax, which provides accounting and tax services. Diversify Advisory Services offers investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach using a variety of investment strategies and platforms to meet client objectives.