Jenna Smith is a financial advisor at Savvy with a Series 65 license and one year of industry experience. Her prior roles include positions at UVU Financial Planning Association, The Professional Financial Company, and Advanced Retirement Strategies. Outside of finance, she has worked in diverse fields such as education, health care, and retail. Savvy offers investment and financial planning services to individuals, trusts and estates, businesses, retirement plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, leveraging technology platforms and specialized sub-adviser strategies.

Christopher Cook is a financial advisor at Diversify Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Diversify Wealth Management since 2024, with prior roles at Dfpg Investments, Inc. and Diversify, Inc. Outside of advisory work, he serves as a director for The Emily Cook Dyches Memorial Foundation, a nonprofit assisting women with perinatal mood disorders. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and third-party models, offering discretionary and non-discretionary management aligned with client objectives and fiduciary requirements.

Todd Skousen is a financial advisor at M Holdings Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Drive Wealth Advisers and Magellan Capital LLC. In addition to his advisory role, Skousen is president and managing partner of Links Consulting, where he oversees business development and operations. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent professionals. The firm offers a range of advisory and brokerage services, combining portfolio management with third-party sub-advisors and utilizes platform providers to support trading, reporting, and fee billing.

Gregory Caldwell Jr. is a CFP® professional with 13 years of industry experience. He is currently affiliated with Diversify Wealth Management, LLC and has previously worked at LJCooper Capital Management and DFPG Investments, Inc. Outside of his advisory work, he manages Critter's Custom Creations, LLC, a business focused on creating and selling custom art, including T-shirts, metalwork, and epoxy art. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and other institutions, offering a range of financial services including investment management and family office services. The firm employs a tactical diversification approach and utilizes both internal and third-party strategies across multiple platform options.

Jay Wells is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Drive Wealth Advisers and Foresight Wealth Management, LLC. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a process combining Modern Portfolio Theory with quantitative screening and qualitative manager due diligence.

Timothy Whipple is a CFP® with 29 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has held roles at DFPG Investments, Inc., FirstPurpose Wealth, L J Cooper Capital Management, and Whipple Financial, Inc. Outside of advisory work, he serves as CFO of Brixton Partners, a company involved in subdividing and selling warehouse units, and sits on the boards of several charitable organizations including A Child's Hope Foundation and Lifting Hands International. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary standards.

Tyler Woodbrey is a CFP® with three years of industry experience, currently serving at Symmetry Partners. Prior to joining Symmetry Partners, he worked at IAMS Wealth Management and provides administrative services and education for MEP 401(k) plans through Cairn Advisors. Symmetry Partners offers fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors and institutional pension plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory and manages proprietary mutual funds and ETFs as part of its platform-centric model.

Charles Maynes is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has worked with B.O.S.S. Retirement Solutions, LLC and B.O.S.S. Retirement Advisors, LLC since 2014. 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, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Rachael Scott is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. Her prior roles include positions at AI Tech and J.P. Morgan Securities. 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, primarily using model portfolios and outside managers to construct diversified allocations while acting as liaison and providing periodic oversight.

Dennis Mcmillan is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Portside Wealth Group, LLC, having joined in 2024, and previously worked at Arete Wealth Advisors LLC and Wealth Navigation, LLC. Outside of advisory services, he is the owner of First Frontier Financial, where he conducts fixed life, annuity, and health insurance sales. Portside Wealth Group is a multi-advisor SEC-registered 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 related legal and accounting services through affiliated professionals.

Joseph Broadbent is a financial advisor at Diversify Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Diversify Wealth Management since 2024 and Dfpg Investments, Inc. since 2011. Outside of advisory work, he is involved in real estate sales and marketing activities and manages developer and investor relationships through related business entities. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, and fiduciary services. The firm employs a tactical diversification and asset allocation approach across multiple platform options and a broad range of investment instruments.

Danielle Lewis is a financial advisor with Capita Financial Network, LLC, holding a Series 65 designation and four years of industry experience. Her prior work experience includes roles at Northwestern Mutual and retail positions at Famous Footwear and Bath & Body Works. Capita Financial Network provides financial planning and discretionary investment advisory services primarily to 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 utilizes risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Joseph Kent is a financial advisor with Capita Financial Network, LLC in Draper, UT, holding a Series 65 credential and five years of industry experience. He has worked at B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors, with prior roles in custom home building and other fields. Capita Financial Network serves retirees, individuals planning for retirement, high-net-worth clients, 401(k) plans, and small businesses. The firm offers financial planning, discretionary investment advisory services, and access to private funds, typically implementing risk-based model portfolios sub-advised by third-party managers.

Tanner Ellsworth is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds the Series 65 designation and has worked at AlphaStar since 2018. His prior experience includes roles at the Department of Defense and Prometric. Outside of advising, he is involved with Fantasync, LLC, a company that synchronizes sports viewing experiences with fantasy sports scores. 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 through proprietary model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Richard Rogers is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He serves as President of GreenStreet Mortgage, a mortgage brokerage firm specializing in residential and commercial loans. He is also the owner of RGR Services, which manages GreenStreet Mortgage. Portside Wealth Group is a multi-advisor SEC-registered wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, employing a blend of fundamental, technical, and modern portfolio theory in its investment approach.

Jason Mcmullin is a financial advisor at Diversify Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DFPG Investments, Inc., LJCOOPER Capital Management, LLC, Cambridge Investment Research Advisors, and Strategis Financial Group, Inc. Since 2005, he has also served as a tax advisor heading an accounting and tax services department at FirstPurpose Tax. 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 institutions. The firm manages approximately $4.1 billion in assets and utilizes a tactical diversification approach with a range of platform options and investment instruments tailored to client objectives.

Ma Kenzie Losee is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Diversify Wealth Management, she worked at K-Lo Studio and J Roberts Salon. 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 manages approximately $4.1 billion in assets and employs a tactical diversification investment approach using a mix of internal and third-party strategies across multiple platform options.

Randall Sparks is a financial advisor with Portside Wealth Group, LLC in Provo, UT, holding a Series 65 designation and 10 years of industry experience. He has worked at multiple firms, including York Howell Guymon Law, where he serves as an attorney, TownSquare Capital, Allegis Investment Advisors, and McCullough Sparks. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporations. The firm utilizes a variety of investment approaches and provides integrated legal and accounting services through affiliated professionals.

Breck Jacobs is a financial advisor at Gibbs Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sempre Avanti, Hornor Townsend & Kent Inc, and Jacobs Financial Group LLC. Jacobs is also involved in insurance as an owner and agent of Future Focus Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios.

Isaac Huether is a financial advisor at Portside Wealth Group, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*TRADE, Silicon Valley Bank, and Fidelity Brokerage Services. Huether serves as a member of the Cowlitz Indian Tribe Investment Counsel. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of investment approaches and offers affiliated legal and accounting services alongside its advisory offerings.