Bryson Hutchings is a financial advisor at Strategic Blueprint, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at optionsXpress, The Strategic Financial Alliance, Inc., and currently with Life Income, where he assists clients in designing and implementing financial plans. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various investment management and financial planning services, including a unique Subscription Advisory Services program and a focus on client education.

Taylor Olsen is a financial advisor at Diversify Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at FirstPurpose Wealth for nine years. Outside of his advisory role, Olsen is a tax manager and partner at FirstPurpose Tax, providing tax and accounting services to clients. Diversify Wealth Management offers 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 multiple platforms and provides both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Joshua Thayne is a financial advisor at Portside Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at GreenStreet Mortgage and Johnston Rogers LLC. Outside of his advisory work, he is an owner/member of Pinewood LLC, a personal business entity. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, pension consulting, and other services, utilizing tailored investment approaches that combine fundamental, technical, and modern portfolio theory.

Stephen Williams is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes over three decades at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC before joining Diversify Advisory Services in 2025. Williams is involved in managing a bank note related to the estate of a deceased family member. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach tailored to client goals and risk tolerance, providing a range of portfolio management, financial planning, and consulting services.

William Sefcik is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been involved with several affiliated entities of Global View Capital since 2013 and owns WJS And Associates, a tax planning and consulting firm. Additionally, he co-manages multiple family-owned franchise businesses specializing in gourmet cookies, where he handles accounting and tax preparation. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach based on technical signals and operates a proprietary algorithmic research platform, offering various managed account solutions including model portfolios, SMAs, and a low-cost ETF-based option.

Alison Drews is a financial advisor with Capita Financial Network, LLC and holds a Series 65 designation. She has two years of industry experience, including prior work at Fisher Investments. 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, while managing accounts invested across multiple asset classes.

Sara Lewis is a financial advisor with Triad Wealth Partners, LLC, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Momentum Wealth, Fidelity Investments, and Primerica Advisors. She also has experience outside finance, including work at Utah Valley Hospital and involvement with Cactus and Tropicals. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm employs a strategic asset allocation approach with access to third-party managers, model portfolios, and discretionary portfolio management tailored to client objectives.

Brent Christensen is a financial advisor at Portside Wealth Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TownSquare Capital, Aventus Wealth, and Fidelity Investments. He is also an independent life insurance and annuity sales agent through BC Consulting LLC. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning using tailored mandates and a blend of investment approaches, alongside affiliated legal and accounting expertise.

Mark Mckell is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Townsquare Capital LLC for three years and has been the owner and president of McKell Partners, offering fixed life and annuity products, since 2001. Outside of advising, he serves as a non-voting advisory board member for a construction company and manages its 401(k) plan. Portside Wealth Group is an SEC-registered multi-advisor firm providing discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment analysis and offers related legal and accounting services through affiliated professionals.

Barton Wagstaff is a CFP® with 14 years of industry experience, currently serving at Capita Financial Network, LLC since 2018. Prior to joining Capita, he worked at Fidelity Investments from 2012 to 2018. Outside of his advisory role, he maintains a personal holdings entity, M3 Wealth LLC. 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, while managing a diversified range of investment vehicles.

Brock Andersen is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and J.P. Morgan since 2016. Andersen joined RFG Advisory in 2026. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, including alternative investments and annuity management.

Stephen Tate is a financial advisor at Diversify Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Tate is a co-founder of a nonprofit organization currently in the process of filing for 501(c)(3) status and serves on its board of directors. He is also involved in outside employment with KJZZ. Diversify Advisory Services, LLC provides investment advisory and financial planning services 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 utilizing a variety of platforms and strategies while offering portfolio management, financial planning, corporate consulting, and multi-family office support.

Jacob Taggart is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 credential. He has been with the firm since 2025 and previously worked in roles at the City of St George, Utah Tech University, and 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 integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Karla Church is a financial advisor at B.O.S.S. Retirement Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has worked with B.O.S.S. Retirement Solutions and B.O.S.S Retirement Advisors since 2018, following a two-year tenure at New Millennium. 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, emphasizing co-managed arrangements with AE Wealth Management and referrals to third-party money managers or platform providers.

Daniel Luke is a CFP® with 25 years of industry experience and is currently with Diversify Wealth Management, LLC. He has previously worked with Cedar Crest Advisors and Rain Life Home Loans. Outside of his advisory role, he serves as Treasurer and Board Member for the nonprofit Especially for Athletes and holds board positions with Creek Capital Dental Holdings. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, incorporating due diligence on third-party managers and a range of investment vehicles aligned with clients’ objectives.

Michelle France is a financial advisor at Geneos Wealth Management, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Geneos since 2013. Outside of her advisory role, she serves as president of the Enchanted Estates Homeowners Association. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and analytic approaches, combining continuous account monitoring with discretionary trading authority.

Avery Jackson 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 2025, Avery held positions at Goldman Sachs and spent time in educational roles at Brigham Young University and Summit Academy Schools. 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, implementing risk-based model portfolios sub-advised by third-party managers and offering access to private funds and fund-of-fund structures.

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.