Kurt Brown is a financial advisor at Portside Wealth Group, LLC in Provo, UT, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TownSquare Capital, LLC and Allegis Investment Advisors. Outside of his advisory role, he serves as a Mission President for the Church of Jesus Christ of Latter-Day Saints, overseeing missionary service activities. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and integrates legal and accounting services through affiliated professionals, employing a blend of fundamental, technical, and modern portfolio theory in its investment approach.

Trevin Knell is an advisor at Diversify Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he was a collegiate athlete at BYU for seven years and completed a two-year LDS mission. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach using a mix of internal and third-party strategies.

Brennon Bowen is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior roles include positions at The Professional Financial Company, Arista Wealth Management, and Andina Capital Management LLC. Outside of his advisory work, Bowen is the head coach of the 12U Orem Tigers softball team and an adjunct professor at Utah Valley University. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating tax-aware techniques and specialized portfolio management.

John Gehrke is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Prudential Insurance Company of America, and MassMutual Life Insurance. 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 manages approximately $1.38 billion on a discretionary basis and primarily delivers ongoing services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

John Homer is a ChFC® credentialed financial advisor at Portside Wealth Group, LLC with 31 years of industry experience. He has held positions at firms including TownSquare Capital, DFPG Investments, and First Western Advisors. Outside of his advisory work, he serves as president of the Taylor Acres Homeowner Association. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment approach, supported by affiliated legal and accounting expertise.

Joshua Scott is a financial advisor at Capita Financial Network, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Divergent Wealth Advisors, Utah Valley University, HFG Trust, and World Financial Group. Capita Financial Network serves individuals, including retirees and high net worth clients, as well as 401(k) plans and small businesses, 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 diverse range of investment vehicles.

Rodney Walker is a CFP® with 25 years of industry experience, currently serving at Portside Wealth Group, LLC since 2023. His prior roles include positions at TownSquare Capital, LLC, DFPG Investments, INC, and Allegis Investment Services. He is also active as a wealth consultant in the insurance sector through Brevity Wealth Solutions. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate entities. The firm utilizes tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment approach, with affiliated legal and accounting professionals providing integrated services.

Nathan Grenko is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 designations and with 12 years of industry experience. He is the owner of Grenko LLC, a business involved in the sale and maintenance of life insurance and securities products. His prior experience includes roles at Bank of American Fork and World Financial Group. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides a range of investment programs and access to third-party money managers, with assets under management exceeding $2 billion as of year-end 2025.

Albert Moore is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Bradley Cobb is a financial advisor with Eagle Strategies (NY Life) based in Provo, UT. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including over two decades with New York Life Insurance Company and affiliated entities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and corporate clients. The firm emphasizes tailored advice and offers multiple program types, with most assets managed on a non-discretionary basis.

Robert Palfreyman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He has previously worked at Morgan Stanley and E*Trade Securities. Palfreyman is also an adjunct faculty member at Brigham Young University, where he teaches online Excel classes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm operates through a model integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Chase Webster is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 65 designation and has previously worked at Personal Capital Advisors Corporation and Northwestern Mutual. Outside of financial services, he worked with Ute Crossfit/Factum Crossfit for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and savings rates over short-term forecasts.

Tarl Reynoso is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He co-owns and teaches at Fat Snake Jiu Jitsu, a martial arts school, where he conducts self-defense classes and manages digital advertising campaigns. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Wyatt Larsen is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc for eight years. Larsen serves as a trustee for Meadowbrook School of Weston, a private educational institution. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model. The firm integrates wealth, trust, and insurance services under the Rockefeller Global Family Office platform and acts as a distributor and placement agent for private funds and access vehicles.

Michael Ball is a CFP® professional with 25 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior work includes long tenures at Weatherstone Capital Management and Transform Wealth, as well as roles at Kovitz Investment Group Partners and Focus Partners Wealth. Outside of advisory work, he is involved in managing a residential real estate business on a limited basis. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach utilizing proprietary models and offers a broad range of portfolio management strategies.

Gregory Merrill is a financial advisor with Commonwealth Financial Network in Provo, UT, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is also a member and owner of MAM-GSM, LLC, a private entity managing familial assets. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment programs supported by a dedicated Investment Management and Research team and delivers operational, compliance, and practice-management support to affiliated advisors.

Jacob Beaulieu is a financial advisor with Empower Advisory Group in Orem, UT, holding Series 63 and Series 66 licenses and having one year of industry experience. He previously worked at Fidelity Investments and has been employed in various roles since 2019, including positions related to youth programs at Brigham Young University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Logan Avery is a financial advisor at Sanctuary Advisors, LLC with a Series 66 credential. He has less than one year of industry experience and previously held roles at TomiPlan and Brigham Young University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers and offers a variety of discretionary and non-discretionary investment solutions.

Phillip Barbaria is a financial advisor at Principal Financial Services with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Principal Financial Services since 2016. He also has a long tenure with Principal Life Insurance Company dating back to 2007. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Austin Fields is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has prior experience at Eide Bailly Financial Services, LLC and Eide Bailly Advisors, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.