Sarah Hindmarsh is a financial advisor at Diversify Wealth Management, LLC with four years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at DFPG Investments, LLC, FirstPurpose Wealth, Cbiz, Rockhouse Financial, and Utah Valley University. Diversify Wealth Management 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 manages approximately $4.1 billion in assets and employs a tactical diversification investment approach that includes a range of internal and third-party strategies across multiple platforms.

Melanie Tingey is a financial advisor at B.O.S.S. Retirement Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with B.O.S.S. Retirement Solutions and its affiliated firm since 2015. In addition to her advisory work, she is the managing member of Melanie Tingey Coaching, LLC, a life coaching business she oversees outside of trading hours. B.O.S.S. Retirement Advisors serves 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 employs a model portfolio approach combined with third-party managers to provide diversified investment solutions and ongoing oversight.

Staci Compagno is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at DFPG Investments, LLC, Townsquare Capital LLC, and Allegis Investment Services. She is also a member of SJ Metal Designs LLC, an enterprise that creates and sells metal artwork, where she handles accounting for the business development. 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 with a blended investment analysis approach and provides integrated legal and accounting services through affiliated professionals.

Kristi Bartholomew is a financial advisor with Symmetry Partners holding a Series 65 license and seven years of industry experience. Her prior roles include positions at BCJ Capital Management and IAMS Wealth Management. She is also the owner of Velo, LLC, which operates insurance and retirement plan administrative services businesses. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a wide range of clients, including individual investors, qualified retirement plans, and institutional pension plans. The firm uses a quantitative investment approach grounded in Modern Portfolio Theory and offers services such as OCIO, sub-advisory, and separately managed accounts, supported by a technology platform and proprietary investment companies.

Jon Brown is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Stonebriar Wealth and CMND LLC. Brown is also actively involved in insurance sales and services through his role with Sempre Avanti, LLC, where he focuses on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering portfolio management, financial planning, and access to third-party managers and model portfolios. The firm combines discretionary management with customized strategies across various asset classes, supporting both individual investors and other registered investment advisers.

Melanie Tinling is a financial advisor with Capita Financial Network, LLC, holding a Series 65 credential and five years of industry experience. Prior to joining Capita Financial Network in 2021, she worked at HCA Healthcare and Lighten Home Health & Hospice. 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 tailored financial plans along with access to private fund opportunities.

Laurie Hancock is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and three years of industry experience. She has been involved with Global View Capital firms since 2022 and also serves as vice-president and secretary of Scott Hancock Studio, Inc., a photography business she has been part of since 1985. Laurie’s outside interests include managing bookkeeping, photo retouching, and order processing for this long-standing family enterprise. Global View Capital Management provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, trusts, corporations, and retirement plans. The firm employs a research-driven investment approach that relies on quantitative and technical methods, offering both model-based portfolio management and a customizable ETF-only option.

David Hill is a CFP® professional with 26 years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Diamond Wealth Management, LLC, and Capital Guardian Wealth Management, LLC. Outside of his advisory work, he is involved as an insurance agent with Silverhill Life, LLC and operates as an independent insurance agent. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework that incorporates global diversification and trend-following rules to guide portfolio adjustments.

Gabriel Baldonado is a Series 65-licensed advisor with B.O.S.S. Retirement Advisors, LLC, with one year of industry experience. Prior to joining B.O.S.S., he has held roles at B.O.S.S. Retirement Solutions, Utah Valley University, Searcy Financial Services, and Robinhood Roofing. He also served in the Church of Jesus Christ of Latter Day Saints for two years. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various entities. The firm primarily uses a co-managed approach with outside managers and model portfolios, managing approximately $1.38 billion on a discretionary basis.

Anthony Huber is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. Prior to joining Legacy Wealth Management, he worked at Fidelity Investments and LJCooper Wealth Advisors. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies across a broad range of asset classes and utilizes affiliated service entities and third-party managers as part of its comprehensive approach.

Ben Coburn is a Series 65-licensed advisor with Capita Financial Network, LLC. He joined Capita in 2024 and has a diverse background including roles in construction and education. 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 and risk-based model portfolios managed with third-party subadvisors.

Danford Nelson is a financial advisor at Capita Financial Network, LLC with a Series 65 designation. He has one year of industry experience, including prior roles at Holistiplan and several technology and finance-related companies. 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 to select investments.

Jonathan Larsen is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Albion Financial Group for 14 years before joining Golden State Equity Partners, LLC. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses, offering tailored portfolio management, financial planning, and consulting services. The firm employs a range of investment approaches including asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments through its Private Direct Investments program.

Rodney Johnston is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Global View Capital Management since 2014 and is involved in several other business activities, including a manufacturing and sales role at Audio Systems Group. Additionally, he serves as a Certified College Advisor assisting high school students and families with college planning. 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 using algorithmic research and offers a range of managed account options, including personalized SMA programs and ETF-only portfolios.

Quentin Robb is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63, Series 65, and Series 66 designations and 17 years of industry experience. His prior roles include positions at Vanderbilt Securities, LLC, Transitional Broker LLC/Lone Peak Advisers, Patriot Arms Corp., and One World Translation. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation combined with fundamental and technical analysis.

Brandon Hill is a financial advisor with Diversify Wealth Management, LLC in Orem, UT. He holds a Series 65 designation and has three years of industry experience. His prior work history includes roles at FirstPurpose Wealth, WCF, and FedEx Ground, as well as time spent in full-time education and extended travel. Diversify Wealth Management provides 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, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach across multiple platforms and a broad range of investment instruments.

Tyler Jackson is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Confident Financial and Utah Valley University. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, and retirement plans. The firm employs a Modern Portfolio Theory-based investment process combined with quantitative and qualitative analysis, managing approximately $13 billion in assets.

Tyler Schenk is a financial advisor with Capita Financial Network, LLC, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Aptive Environmental and Utah Valley University. 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 employs risk-based model portfolios and third-party subadvisors to tailor investment strategies aligned with each client’s financial plan and objectives.

Laura Wilcox is a financial advisor with Capita Financial Network, LLC, holding a Series 65 designation and six years of industry experience. She has been with Capita Financial Network since 2018 and previously worked at Brigham Young University and served a mission for the Church of Jesus Christ. 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 offers access to private funds and tailored financial plans.

Zachary Ahlmer is a financial advisor with Diversify Advisory Services, LLC holding a Series 66 designation and two years of industry experience. His prior work includes roles at CETERA Advisor Networks LLC, Voya Financial Advisors, Inc., and Glide FG, as well as academic positions at Southern Utah University. 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 with individualized asset allocation, offering a variety of portfolio management models and financial planning services.