Drake Puzey is a Series 65-registered financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has four years of industry experience, including roles at Equitable Advisors and EnterbankUSA. Outside of his financial advisory work, he is also a self-employed independent contractor delivery driver in Boise, Idaho. 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.

Jay Riggs is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Merit in 2025, he was president and founder of Riggs Capital Management LLC for 23 years and has worked with firms including Emerson Equity LLC, DFPG Investments, Inc., and Orchard Securities. Outside of his advisory role, Riggs manages several personal business entities, including Bocephus Enterprises LLC. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services with an investment approach focused on long-term, diversified portfolios using centrally managed sleeves and customizable models overseen by an internal Investment Committee.

Shay Nelson is a Series 65 credentialed financial advisor with three years of industry experience, currently with B.O.S.S. Retirement Advisors, LLC since 2021. Prior to joining B.O.S.S., Nelson held roles in various sectors including fitness and hospitality. 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 and emphasizes co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Markell Staffieri is a financial advisor with CW Advisors, LLC, holding Series 63, 65, and 66 licenses and has 17 years of industry experience. He previously worked at Rovin Capital for 18 years and at First Allied Advisory Services and First Allied Securities for a combined eight years. Outside of CW Advisors, he serves on the investment committees of Six Peak Capital Management, LLC and Rovin Capital. CW Advisors provides wealth management, financial planning, and family office services to a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services to other independent advisers.

Jordan Eyre is a CFP® professional affiliated with Diversify Advisory Services, LLC, with seven years of industry experience. His prior roles include positions at Zions Bank, LPL Financial LLC, and Olympus Wealth Management. Eyre also worked at Utah Valley University and Progressive Leasing earlier in his career. Diversify Advisory Services is an SEC-registered advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management strategies and financial consulting services tailored to client goals and risk tolerance.

Jason Seymour is a financial advisor at Portside Wealth Group, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Townsquare Capital LLC and LPL Financial, LLC. In addition to advising, he is involved in a non-variable insurance business covering life, health, disability, and VA services. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrates related legal and accounting services through affiliated professionals.

Joshua Carlson is a financial advisor at Merit Financial Advisors with six years of industry experience. He has previously worked at Morgan Stanley Smith Barney, E*Trade Securities, and Goldman Sachs, and he holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as an assistant manager at The Story Cupboard, where he assists with shipping, inventory management, and managing sales events at local elementary schools. He also works as a freelance web designer for local businesses. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed portfolios that advisors can customize.

Blake Rawlings 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 2026, he worked in healthcare and academia, including roles at Spine and Sport Physical Therapy and universities such as the University of Utah and Utah Valley University. 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 conducts due diligence on private fund opportunities while monitoring and rebalancing client accounts.

Kent Binning is a financial advisor at Portside Wealth Group, LLC with 24 years of industry experience and a Series 66 designation. He has worked at firms including TownSquare Capital, Allegis Investment Advisors, and New York Life. Additionally, he owns Insurance Trails, where he works as an insurance broker. Portside Wealth Group is a multi-advisor 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 advisory services alongside affiliated legal and accounting expertise.

Martin Wasser is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at DFPG Investments, Inc., American Financial Network Advisory Services LLC, and United Planners' Financial Services of America. Outside of his advisory work, he owns Wasser Financial Services, a firm that provides CPA, insurance brokerage, mortgage loan, and real estate brokerage services in California. Diversify Advisory Services, LLC offers 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 approach using a combination of internal models and third-party solutions across multiple platforms and a broad range of investment instruments and strategies.

Stuart Matheson is a financial advisor with Diversify Advisory Services, LLC and holds a Series 65 designation. He has five years of industry experience and has worked at Matheson PLLC since 2020, where he serves as an attorney and fiduciary in estate and trust management. Matheson is also the Executive Director of the Paul T. Walton, Jr. Charitable Foundation, overseeing its endowment and investment activities. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and trusts. The firm employs a tactical diversification approach using multiple platforms and a wide range of investment instruments and strategies.

Rinar Erickson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Capita Financial Network, LLC since 2021. Prior to this, he worked at Creative Planning from 2015 to 2021. Capita Financial Network serves individuals, retirees, 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, with ongoing account management across various investment types.

John Clement is a CFP®-certified financial advisor with three years of industry experience. He is currently with Triad Wealth Partners, LLC in Orem, UT, and previously worked at Utah Community Credit Union for 15 years. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform that provides portfolio management, model portfolios, and consulting services to other registered investment advisers. The firm employs a strategic asset allocation approach supported by an investment committee and offers diversified strategies including mutual funds, ETFs, individual securities, and fixed income.

Shawn Lucas is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has been involved with Apiary Fund since 2011. Outside of his advisory role, he manages Trader on the Street, an educational portal focused on investment portfolio management, and is developing Trading Leagues, a platform to evaluate traders' performance. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers and offers a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

Richard Simons is a financial advisor with Blueprint Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has previously worked at Fortius Wealth Management, Diamond Wealth Management, and Capital Guardian Wealth Management. Outside of finance, he is the owner and manager of Northern Peaks Soccer Club LLC. Blueprint Financial Advisors is a multi-advisor firm offering portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment approach based on price-driven trend-following and momentum rules.

Alyssa Moore is a Series 65-licensed financial advisor with four years of industry experience. She is currently with Portside Wealth Group, LLC in Provo, UT, where she has worked since 2023. Her prior experience includes roles at Townsquare Capital, Green Street Wealth Advisors, Clearwater Analytics, Goldman Sachs, and Alta View Orthodontics. 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 and financial planning, employing a variety of investment approaches and providing related legal and accounting services through affiliated professionals.

William Snider is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Townsquare Capital, Praemon Consulting, LLC, and DFPG Investments, Inc. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and other services, employing a blend of fundamental, technical, and modern portfolio theory in its investment analysis.

Jeffrey Wangsgard is a financial advisor with Portside Wealth Group, LLC based in Provo, UT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include work with Allegis Investment Services, The Leaders Group Inc, and his own CPA and tax firm, Jeffrey R Wangsgard & Assoc LLC, where he provides accounting services. Outside of advisory work, he manages a CPA practice and serves as treasurer for a neighborhood water company. Portside Wealth Group is an SEC-registered, multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored investment mandates and combines fundamental, technical, and modern portfolio theory in its analysis, while also providing legal and accounting services through affiliated professionals.

Karl Tresner is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity, and MassMutual Life Insurance Co. He is also an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including high-net-worth individuals, institutions, and retirement plans. The firm utilizes a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, offering a broad range of investment options and regular client communication.

Ana Jovel is a financial advisor at Diversify Wealth Management, LLC with two years of industry experience. She holds a Series 63 designation and previously worked at FirstPurpose Wealth from 2021 to 2024. Diversify Wealth Management provides 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 offers services such as financial planning, family office consulting, and portfolio management.