Ryan Smith is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 66 designations. He has 22 years of industry experience and has held leadership roles at several related firms, including serving as president and co-owner of Diversify, Inc. Smith is also involved in managing insurance operations and holds memberships in various investment-related and holding companies. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a combination of internal models and third-party solutions across multiple platforms and offers a broad range of portfolio management and consulting services.

Kimball Pierce is a financial advisor at CW Advisors, LLC with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Rovin Capital and Goldman Sachs. Pierce is a member of the investment committees at Six Peak Capital Management, LLC and Rovin Capital. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee, and offers a range of wealth management, financial planning, family office, and retirement advisory services.

Alexander Haviland is a CFP® with 11 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has previously worked at DFPG Investments, Inc. and LJCooper Capital Management. Outside of advising, he serves on the board of directors for NEXT STEP WAREHOUSES as a financial strategist and owns an accounting and tax services business. Diversify Wealth Management, LLC 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 other institutions. The firm uses a tactical diversification and asset allocation approach employing multiple platform options and a broad range of investment instruments.

Jonathan Liles is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Waterloo Capital and CHIPOTLE. Outside of his advisory role, he serves as a paraplanner for Lighthouse Financial Rogers Arkansas. Diversify Advisory Services is an SEC-registered firm that serves individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Michael Kunzler is a CFP® and ChFC® with 28 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, joining in 2026. Prior to this, he spent nearly three decades at Northwestern Mutual in various roles across wealth management and investment management. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management solutions, combining fundamental, technical, and cyclical analysis with client-imposed restrictions and a range of asset types.

Kye Moser is a financial advisor at Diversify Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at DFPG Investments, LLC since 2019, following multiple roles at E*TRADE Capital Management and E*TRADE Securities from 2014 to 2021. 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 various platforms, incorporating due diligence on third-party managers and a mix of traditional and alternative investment vehicles.

Ruben Vilorio is a financial advisor at Diversify Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked with DFPG Investments Inc. and Diversify, Inc. since 2016. Outside of advising, he manages the nonprofit Creating Ripples Around the World, which focuses on receiving donations and distributing funds. Diversify Advisory Services is a multi-team firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a range of portfolio management options and customized investment strategies tailored to client goals and risk tolerance.

Herbert Franco III is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work history includes roles at firms such as MassMutual Life Insurance Co. and Fidelity Investments. Outside of his advisory role, he is involved in insurance brokerage and works in various delivery and warehouse positions. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion through a range of proprietary and third-party strategies on a sub-advisory platform.

James Houston is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. He previously worked at DFPG Investments, Inc. and Riggs Capital Management. Houston is also managing member of Rockbeds Enterprises, LLC, a holding company for his Merit stock. 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 centered on centrally managed portfolios, allowing advisors to customize strategies for their clients.

Zaccary Call is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Capita Financial Network, LLC since 2018. Prior to joining Capita, he worked at Allegis Investment Advisors from 2015 to 2018. He maintains personal business entities for tax purposes that do not involve investment activities. Capita Financial Network serves individuals, including retirees and those planning for retirement, high net worth clients, 401(k) plans, and small businesses by providing financial planning and discretionary investment advisory services. The firm utilizes risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

Andrew Flanders is a financial advisor at Foundations Investment Advisors LLC with a Series 65 license and one year of industry experience. His prior work includes roles at Stauffer Retirement Planning, Tandem Ventures, and Brigham Young University. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses model portfolios and an asymmetric rebalancing approach, combining fundamental, technical, and cyclical analysis, and often employs third-party sub-advisers and custodians such as Schwab, Fidelity, and Pershing.

Hayden Adams is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Fidelity Investments and Utah Valley University. Adams served in the U.S. Marine Corps from 2019 to 2022. 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 and primarily uses co-managed arrangements with AE Wealth Management and referrals to third-party money managers to construct diversified portfolios.

Michael Corrigan is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has held roles at Innovative Mortgage Alliance, LLC and C & E Financial Group, Inc., among others. Outside of advisory work, Corrigan serves as president and CEO of Pioneer Resource Management, a health supplement consulting and sales business. Global View Capital Management provides discretionary investment management and financial planning for individuals, trusts, corporations, and retirement plans, using a quantitative and technical investment approach guided by proprietary algorithmic research. The firm offers multiple managed account options, including a low-cost, ETF-only program and third-party platform integrations.

Tyler Steinkopf is a CFP® and ChFC® with 10 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kenneth Tooke, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and with Mike Kunzler. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services and builds customized investment plans using fundamental, technical, and cyclical analysis delivered through various internally managed and third-party portfolio options.

Julie Mac Neil is a financial advisor at Tucker Asset Management LLC with four years of industry experience. She holds a Series 65 designation and has operated MacNeil Financial Services, providing insurance sales, since 2005. Outside of her advisory work, she is an author and motivational speaker with The 50 Year Secret, LLC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation approach with a mix of growth, fixed-income, alternative investments, and model-portfolio solutions.

Adam Lallas is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with B.O.S.S. Retirement Advisors, LLC and previously worked at Capstone Financial Advisors, Inc. He also provides tax preparation services as a sole proprietor in Payson, UT. B.O.S.S. Retirement Advisors offers 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 in assets and primarily operates through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, using model portfolios and external managers to construct diversified allocations.

Jerry Ford is a CFP® with 40 years of industry experience. He currently serves with Advisory Services Network and previously worked at Navigate Private Wealth LLC and Allegis Investment Services. Outside of his advisory role, he is also involved with Allegis Advisor Group, LLC, an insurance agency. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm employs a range of strategies including discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection.

David Wrigley is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. He is currently with Diversify Advisory Services, LLC and previously worked at DFPG Investments, Inc., Foresight Wealth Management, and DMBA. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a variety of internal models and third-party solutions across multiple platforms and offers a broad range of strategies and services.

Tyson Thacker is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He is involved in multiple business ventures outside of advisory work, including serving as CEO of Infinity Group Enterprises, a company engaged in financial services and real estate, and managing several other enterprises related to publishing, marketing, and solar energy. 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 model portfolio approach and external managers to construct diversified allocations while offering ongoing oversight and consulting services, primarily through co-managed arrangements and referrals to third-party money managers.

Alex Long is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. He previously worked at DFPG Investments, Inc. and FirstPurpose Wealth. Outside of his advisory role, he owns and provides strategic planning for an accounting and tax services firm. Diversify Wealth Management, LLC offers investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs a tactical diversification approach across multiple platform options and investment instruments to meet client objectives.