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 at Global View Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Global View since 2014. Outside of advising, he is involved in book writing and managing a private company focused on education and consulting. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses a quantitative, algorithm-driven approach to investment selection and offers a variety of managed account options, including a proprietary research platform that supports its investment strategies.

Glen Sjoberg is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Security National Mortgage Company and multiple entities affiliated with Global View Capital. Outside of his advisory work, he serves as an executive officer and secretary for the Utah Oracle Users Group, a nonprofit technical community, and holds a precinct chair position for the Republican Party in Utah. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs algorithmic, technical, and quantitative methods to manage strategies aligned with client risk profiles and objectives, offering a range of managed account options and access to third-party managers.

Benjamin Marshall is a CFP® with 18 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and has held roles at Marshall Wealth Advisors, Golden State Equity Partners, Townsquare Capital, Drive Wealth Management, and Lefavi Wealth Management. He also engages in fixed insurance sales on a limited basis. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses with tailored portfolio management and financial planning services. The firm employs a mix of asset allocation, fundamental and technical analysis, third-party managers, and alternative investments through programs like its Private Direct Investments offering.

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.

Catherine White is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Concorde Investment Services, TownSquare Capital, and Hudson Oaks Wealth Management. Outside of her advisory work, she manages an Instagram page focused on zero-waste and eco-conscious lifestyle content and creates how-to videos for Rainbow Acres Garden. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a blended investment approach and provides related legal and accounting services alongside its advisory offerings.

Robert Torres is a financial advisor at Portside Wealth Group, LLC with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Charles Schwab, Merrill, and Bank of America. Outside of his advisory role, he is involved with PayLogics and Arc Intelligence, and he has experience in academic settings such as the University of Utah. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and related services using a blend of fundamental, technical, and modern portfolio theory-based investment analysis.

Andrew Angerbauer is a CFP® with six years of industry experience, currently with Capita Financial Network, LLC. His prior experience includes roles at Fidelity Investments, Merrill, and Bank of America. He is also involved with Andrew LA Enterprises. 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, 401(k) plans, and small businesses through tailored financial plans and risk-based model portfolios.

Dale Black is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Global View Capital Management since 2014 and has experience at Purshe Kaplan Sterling Investments. Outside of advisory work, he manages DaleMar, Incorporated, a pass-through entity used for personal business expenditures. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm uses technical and quantitative methods supported by an in-house research platform to manage strategies aligned with client risk profiles and objectives.

Michael Gardner is a financial advisor at Global View Capital Management LLC with three years of industry experience. He holds the Series 65 credential and has worked in sales and marketing roles in the construction industry prior to his current advisory position. Gardner also maintains a long-term involvement with a construction sales role at Tile Traditions. Global View Capital Management provides discretionary investment management and financial planning services for individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach supported by an in-house research platform that produces algorithm-based buy and sell signals.