Jacob Pulver is a financial advisor at Kingswood Wealth Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Xton Financial and MyWallSt Advisory. Outside of his advisory role, he manages Bridgerland Financial Advisors, LLC. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to each client’s goals and risk tolerance, providing both discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

Madison Forrest is a Series 65-licensed financial advisor with six years of industry experience. They are currently with Diversify Wealth Management, LLC and have prior experience at Caliber Wealth Management, BOSS Retirement Solutions, Vox Fulfillment, and Northwestern Mutual. Madison is also co-owner of Rooftop Christmas Lights LLC, a seasonal business based in American Fork, UT. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions by providing 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 and asset allocation approach using a wide range of investment instruments and platform options.

Kerry Severn is a CFP® professional with 32 years of industry experience, currently with Ashton Thomas Private Wealth since 2020. Prior to this, he held advisory roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of advising, he occasionally works as a substitute school teacher in the Canyons School District. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm utilizes a platform model with access to mutual funds, ETFs, third-party managers, and various strategies such as options and selective cryptocurrency exposure.

David Whitworth is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 13 years at the firm and 9 years of industry experience. He holds the Series 65 credential. 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 and delivers ongoing services primarily through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.

Marc Jensen is a financial advisor with Global View Capital Management LLC in Pleasant Grove, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior work includes a long-standing position as a teacher with Jordan School District since 1998. Jensen is involved in marketing and sales activities for affiliated advisory and insurance services within the Global View Capital network. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a model-based investment approach using technical and quantitative methods supported by proprietary algorithmic research and offers multiple portfolio options, including a Personalized Managed Account Program and a low-cost ETF-only platform.

Tiffany Mounteer is a financial advisor at Diversify Advisory Services, LLC with six years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Diversify Advisory Services in 2025, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2018 to 2025 and was employed at Hobby Lobby from 2014 to 2018. Diversify Advisory Services provides investment advisory and financial planning to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm’s investment approach emphasizes tactical diversification and incorporates various models and strategies across multiple platforms.

Stace Jensen is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with IP Financial Advisory Services since 2020 and is also associated with Innovation Partners LLC. Additionally, he operates an insurance agency offering a range of health, disability, life, and long-term care insurance products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting services. The firm employs a variety of analytical approaches and offers discretionary portfolio management, emphasizing service to non-high-net-worth investors and retirement plan participants.

Todd Nuttall is a financial advisor at Diversify Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DFPG Investments, Inc. and Caliber Wealth Management, LLC. Outside of his advisory work, he is a partner in holding companies involved in various business ventures, including CrossFit and wealth management. Diversify Wealth Management serves a diverse client base ranging from individuals to institutions, offering financial planning, family office, and corporate consulting services. The firm employs a tactically diversified investment approach across multiple platforms, incorporating both traditional and alternative investment strategies.

Elizabeth Guerrero is a financial advisor at Capita Financial Network, LLC with a Series 65 credential and four years of industry experience. Her prior work includes roles at EP Wealth Advisors and Financial Insight Center, as well as positions outside finance at Cat Cora's Kitchen and Utah Community Action. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses with financial planning and discretionary investment advisory services. The firm uses client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, and manages accounts across a variety of investment types.

Melinda Perez is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at TownSquare Capital and Smart Financial. In addition to her advisory role, Perez is a licensed insurance agent and operates a personal LLC for tax purposes. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm employs tailored discretionary portfolio management and incorporates fundamental, technical, and modern portfolio theory in its investment analysis.

Nathan Vought is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Morgan Stanley and Foresight Wealth Management. 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 utilizes model portfolios and outside managers to construct diversified allocations and primarily delivers services through co-managed arrangements and referrals to third-party money managers.

David Eaton is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including previous roles at Navigate Private Wealth LLC and Allegis Investment Services. In addition to his advisory work, he is a partner at Alpine Peaks Consulting, providing accounting, tax advice, and tax preparation. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm employs a range of investment strategies including discretionary and non-discretionary portfolio management and financial planning, serving more than two hundred advisors and managing over $10 billion in discretionary assets.

Jared Johnsen is a financial advisor at Trek Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2008, with a four-year tenure at World Equity Group from 2015 to 2019. Outside of his advisory role, he is involved as an associate for BCJ Financial Group, focusing on health and disability insurance brokerage. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a combination of strategic and tactical portfolio management techniques, including the use of artificial intelligence tools and a diverse range of systematic and alternative investment models.

Cameron Rankin is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation and having three years of industry experience. Prior to joining B.O.S.S. Retirement Advisors in 2022, he worked at CertainTeed and served in educational roles within local school districts. 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 primarily through co-managed arrangements and referrals to third-party money managers, utilizing model portfolios and external managers for portfolio construction and oversight.

Nicholson Garrett is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at several firms, including Orchard Securities, LLC, and Diversify Wealth Management, LLC. Outside of finance, he is occasionally employed as an actor and model in Utah. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm provides a range of financial planning, portfolio management, corporate consulting, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Mark Johnson is a financial advisor at Interactive Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interactive Financial Advisors since 2005 and GWN Securities Inc. since 2010. Outside of his advisory work, Johnson serves as a service missionary with his church. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives and uses a combination of ETFs and mutual funds, supported by tools such as Modern Portfolio Theory and the TIFIN Wealth Risk profiler.

Richard Seal is a financial advisor with BFC Planning, Inc. in Pleasant Grove, Utah, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with BFC Planning since 2012 and has been affiliated with Berthel Fisher & Company Financial Services since 2008. Outside of his advisory roles, he is involved in organizing local car shows, manages a family business related to performance race cars, and produces client-focused content through a YouTube channel. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various investment platforms and third-party managers, employing a range of strategies that include both discretionary and non-discretionary approaches.

Raymond De Witt Jr. is a financial advisor at Realta Investment Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including DeWitt Wealth Management, LLC and Concorde Investment Service, LLC. Outside of advisory roles, he serves on the Board of Directors for Safari Club International, a wildlife conservation and hunting organization. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice using asset allocation strategies and offers a variety of portfolio management options, including third-party managers and held-away account aggregation.

Trevor Stauffer is a financial advisor at Trajan Wealth, L.L.C. with 20 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Navigate Private Wealth LLC, Allegis Investment Services, and Coign Capital Advisors, LLC. Outside of advisory work, he is involved in insurance sales. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals and retail investors, including high-net-worth clients and various entities. The firm follows a long-term, disciplined investment approach with portfolios tailored to client-specific factors and offers alternative private-market investments alongside integrated tax, estate, and insurance planning services.

Colton Jensen is a financial advisor at Diversify Wealth Management, LLC with nine years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at DFPG Investments and Fidelity. Outside of advising, he serves in the US Army National Guard and is involved in an aviation leasing business, JC Aviation LLC. 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 employs a tactical diversification and asset allocation investment approach, utilizing a variety of instruments and multiple platform options across more than 50 investment adviser representatives.