Robert Torres is a financial advisor at Portside Wealth Group, LLC in Provo, UT, with 15 years of industry experience. His career includes roles at Charles Schwab, Merrill, Bank of America, and Harrisdirect. Outside of advisory work, he is involved with PayLogics and Arc Intelligence. Portside Wealth Group is an SEC-registered multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and co-advisory services, utilizing a combination of fundamental, technical, and modern portfolio theory in managing client accounts.

Andrew Angerbauer is a CFP® with six years of industry experience, currently with Capita Financial Network, LLC. His prior experience includes roles at Fidelity Investments, Merrill, and Bank of America. He is also involved with Andrew LA Enterprises. 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, 401(k) plans, and small businesses through tailored financial plans and risk-based model portfolios.

Dale Black is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at several related firms including Purshe Kaplan Sterling Investments and Global View Capital Advisors, LLC. Outside of advisory roles, he manages Dalemar, Incorporated, a personal business entity. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and execution infrastructure.

Michael Gardner is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has a background in sales and marketing at Tile Traditions, where he worked for thirteen years. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach using ETFs and mutual funds, supported by proprietary research and execution infrastructure.

John Morzelewski is a financial advisor at Ashton Thomas Private Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including M. S. Howells & Co. and Peachtree Capital Corp. Outside of his advisory role, he serves as president of Morzelewski Investments Inc., a non-investment income passthrough entity. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and charitable entities. The firm provides discretionary portfolio management, financial planning, and expanded family office services, utilizing a range of investment strategies and platforms to meet client needs.

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 services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses model portfolios and external managers to construct diversified allocations and primarily delivers 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 with Capita Financial Network, LLC, holding a Series 65 designation and eight years of industry experience. His previous roles include positions at Divergent Wealth Advisors, Utah Valley University, HFG Trust, World Financial Group, and Wagner Petrographic Inc. 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 as well as 401(k) plans and small businesses, offering tailored financial plans and risk-based model portfolios sub-advised by third-party managers.

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.

Devin Larkins is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LifePro Asset Management and ran Larkins Investment Management, LLC. Outside of his advisory role, he serves as president of Strategic Design, Inc., a financial planning and investment firm. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, combined with technology and operational services for advisors through its managed account platform.

Nathan Grenko is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He is the owner of Grenko LLC, a business engaged 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, INC. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

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 bringing 12 years of industry experience. He is co-owner and instructor at Fat Snake Jiu Jitsu, a martial arts school where he teaches self-defense classes and manages digital advertising. Additionally, he is involved with Inheritguard, LLC, providing professional services related to estate planning. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of investment programs and third-party money manager access, operating as both a registered broker-dealer and registered investment advisor.

Marcus Shiotani is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Intermountain Healthcare. Outside of financial advising, he is a partner at OpenDoor Property Management, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm uses an integrated model connected to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by sponsors.

Wyatt Larsen is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including UBS Financial Services, Morgan Stanley, and Goldman Sachs. Larsen serves as a trustee for the Meadowbrook School of Weston, a private school in Massachusetts. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform encompassing equities, fixed income, and alternatives.