Lisa Turner is a financial advisor with Kestra Private Wealth Services, LLC and holds Series 63 and Series 66 credentials. She has 23 years of industry experience, including 19 years at Edward Jones before joining Kestra in 2022. Turner also operates Katella Wealth Management, where she provides goals-based advice and portfolio management services focused on clients’ risk tolerance. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and retirement plan services with access to various investment platforms and third-party solutions.

Jeffrey Hartung is a financial advisor with Missionsquare Retirement in Pleasant Grove, UT, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and Staples Inc. Outside of his advisory role, he serves as an adjunct professor at Salt Lake Community College. MissionSquare Retirement provides retirement plan administration, recordkeeping, education, and advisory services primarily to state and local government employers, their employees, and certain nonprofit entities. The firm utilizes a multi-team advisory structure and offers personalized investment advice through its Guided Pathways program, with portfolio management developed by Morningstar Investment Management.

Keith Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Kestra since 2017 and has prior experience with Morgan Stanley and Morgan Stanley Private Bank. Johnston serves as an adjunct professor at Utah Valley University and is an advisory board member at Brigham Young University, where he assists students with career preparation. He also coaches a high school girls tennis team. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities, offering a range of advisory services such as managed portfolios, financial planning, and private fund placement. The firm supports multiple investment platforms and approaches, providing access to a broad array of investment products and fiduciary consulting.

Andrew Williams is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Bank and Fidelity Investments prior to joining B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors. His background also includes seven years at The University of Utah. 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, using model portfolios and external managers in co-managed arrangements to deliver its services.

Andrew Toolson is a financial advisor with Kinetic Investment Management, Inc., holding Series 63, 65, and 66 credentials and eight years of industry experience. His prior roles include positions at Verity Asset Management, Teachers Pension, and Eventide Management Partners. Outside of finance, he is involved in rideshare driving and sports officiating. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and may include higher-risk investments such as non-traded REITs when suitable.

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 the ChFC® designation and Series 63, 65, and 66 licenses. He has 17 years of industry experience, including prior roles at First Allied Advisory Services, INC. and Rovin Capital. Outside his advisory duties, he serves on the investment committees for Six Peak Capital Management, LLC and Rovin Capital. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, and sub-advisory solutions.

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.

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. He holds a Series 66 designation and has previously worked at TownSquare Capital, Allegis Investment Advisors, and New York Life among other firms. Outside of his advisory role, he is also an owner and insurance broker at Insurance Trails. Portside Wealth Group is a 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, combining fundamental, technical, and modern portfolio theory in its investment approach.

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.

Tyler Williamson is a financial advisor at Capita Financial Network, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Capita since 2018, following prior roles at Allegis Investment Advisors, LLC and MBL Financial. Williamson is also the owner of TKW Financial LLC, a personal business entity. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses, providing financial planning and discretionary investment advisory services. The firm employs risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment goals.

John Clement is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds a Series 65 registration and previously worked for Utah Community Credit Union for 15 years. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm’s model-driven investment process focuses on strategic asset allocation using diversified portfolios of mutual funds, ETFs, stocks, and bonds.

Matthew Rigby is a financial advisor with Diversify Wealth Management, LLC, holding a Series 66 credential and bringing nine years of industry experience. He has worked with DFPG Investments, Inc. since 2017 and is also involved in mortgage loan origination and a family-owned marketing business unrelated to his advisory services. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, managing approximately $4.1 billion in assets. The firm emphasizes tactical diversification and asset allocation, offering a variety of investment platforms and strategies including both internal and third-party options.

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.