Landry Leach is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked with Thrivent Financial and New York Life. Outside of advising, he serves as president of Rock Top Insurance Agency, a property and casualty insurance business in Utah. 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 primarily delivers services through co-managed arrangements and referrals to third-party money managers, focusing on diversified allocations governed by outside managers.

Eric Barnes is a financial advisor with Portside Wealth Group, LLC in Provo, Utah, holding Series 63 and Series 65 licenses and two years of industry experience. He is also the owner and president of The Law Offices of Eric B Barnes, Inc., a legal practice specializing in eldercare and estate planning that he has operated since 1995. Barnes has experience at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and manages a family-owned office building through EB and JB Management, LLC. Portside Wealth Group is a multi-advisor firm providing discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored investment mandates and a blend of analytical approaches, offering affiliated legal and accounting expertise alongside wealth management.

Kyle Moore is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 designation and has worked at firms including Precision Capital Management and Horter Investment Management. Outside of advisory work, he is involved with Action Solar, LLC, a renewable energy business. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and supports ERISA-related plan services.

Taylor Acevedo is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at TownSquare Capital and FJ Management Center. His background also includes time at Utah State University and service with The Church of Jesus Christ of Latter-Day Saints. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Benjamin Hamblin is a financial advisor at Capita Financial Network, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Mountain America Credit Union and various positions outside finance such as at Ortho Select and the Church of Jesus Christ of Latter-Day Saints. 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, 401(k) plans, and small businesses, offering tailored financial plans, model portfolios, and access to private funds.

Jeffrey Hartung is a financial advisor with MissionSquare Retirement, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and has experience outside finance at Staples Inc. and Garage Doors Inc. Hartung also teaches as an adjunct professor at Salt Lake Community College. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and advisory services through a multi-team structure supporting over 40,000 participants. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management using asset allocation models and a total wealth approach tailored to individual clients.

Keith Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he serves as an adjunct professor at Utah Valley University and is a board advisory member at Brigham Young University, assisting students with career development. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm manages a diverse range of client assets with access to various investment products and emphasizes operational affiliations such as a trust company and specialized third-party arrangements.

Andrew Williams is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, UT, holding Series 63 and Series 65 registrations and five years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, and Fidelity Investments. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a client assessment process followed by diversified portfolio construction through model portfolios and outside managers, primarily delivering services via co-managed arrangements and referrals to third-party managers.

Andrew Toolson is a financial advisor at Kinetic Investment Management, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Verity Asset Management, Teachers Pension, and Eventide Management Partners. Outside of his advisory role, he is involved in rideshare driving and sports officiating. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using a combination of analytical methods and may allocate portions of portfolios to higher-risk, potentially illiquid investments when appropriate.

Jay Riggs is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Merit in 2025, he was president and founder of Riggs Capital Management LLC for 23 years and has worked with firms including Emerson Equity LLC, DFPG Investments, Inc., and Orchard Securities. Outside of his advisory role, Riggs manages several personal business entities, including Bocephus Enterprises LLC. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services with an investment approach focused on long-term, diversified portfolios using centrally managed sleeves and customizable models overseen by an internal Investment Committee.

Markell Staffieri is a financial advisor at CW Advisors, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Rovin Capital and First Allied Advisory Services, INC. Staffieri is also a member of the investment committees for Six Peak Capital Management, LLC and Rovin Capital. CW Advisors, LLC is a multi-team firm providing investment management, comprehensive wealth management, and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm uses a Core-and-Satellite approach that incorporates active, passive, quantitative, and ESG strategies, with centralized investment oversight through an Investment Oversight Committee.

Jason Seymour is a financial advisor at Portside Wealth Group, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Townsquare Capital LLC and LPL Financial, LLC. In addition to advising, he is involved in a non-variable insurance business covering life, health, disability, and VA services. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrates related legal and accounting services through affiliated professionals.

Joshua Carlson is a financial advisor at Merit Financial Advisors with six years of industry experience. He has previously worked at Morgan Stanley Smith Barney, E*Trade Securities, and Goldman Sachs, and he holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant manager at The Story Cupboard, where he assists with shipping, inventory management, and managing sales events at local elementary schools. He also works as a freelance web designer for local businesses. 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 using centrally managed portfolios that advisors can customize.

Blake Rawlings is a financial advisor at Capita Financial Network, LLC with a Series 65 designation and one year of industry experience. Prior to joining Capita in 2026, he worked in healthcare and academia, including roles at Spine and Sport Physical Therapy and universities such as the University of Utah and Utah Valley University. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving both 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 conducts due diligence on private fund opportunities while monitoring and rebalancing client accounts.

Kent Binning is a financial advisor at Portside Wealth Group, LLC with 24 years of industry experience and a Series 66 designation. He has worked at firms including TownSquare Capital, Allegis Investment Advisors, and New York Life. Additionally, he owns Insurance Trails, where he works as an insurance broker. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates and combines fundamental, technical, and modern portfolio theory in its investment analysis, offering advisory services alongside affiliated legal and accounting expertise.

Rinar Erickson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Capita Financial Network, LLC since 2021. Prior to this, he worked at Creative Planning from 2015 to 2021. 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 client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, with ongoing account management across various investment types.

John Clement is a CFP®-certified financial advisor with three years of industry experience. He is currently with Triad Wealth Partners, LLC in Orem, UT, and previously worked at Utah Community Credit Union for 15 years. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform that provides portfolio management, model portfolios, and consulting services to other registered investment advisers. The firm employs a strategic asset allocation approach supported by an investment committee and offers diversified strategies including mutual funds, ETFs, individual securities, and fixed income.

Shawn Lucas is a financial advisor with Encompass More Asset Management LLC in Lindon, Utah. He holds Series 63 and Series 65 licenses and has one year of industry experience at Encompass More, along with 15 years of involvement with Apiary Fund. Lucas manages an educational portal, Trader on the Street, focused on investment portfolio management. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement services primarily to individual and high-net-worth clients. The firm employs model-based strategies integrating proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, and digital-asset related exposures.

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.