Jeffrey Johnson is a CFP® with 26 years of industry experience. He currently serves at Portside Wealth Group, LLC and has prior experience with firms including Ars Investment Advisors, Inc, Allegis Investment Services, and United Planners' Financial Services of America. Outside of advisory roles, he is an independent contractor selling life, long-term care, and annuity insurance products. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, and pension consulting services to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a range of investment strategies and offers related legal and accounting services through affiliated professionals.

Jordan Hammer is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Diversify Advisory Services in 2024, he worked at John Hancock Advisers, LLC and John Hancock Funds from 2016 to 2024. Diversify Advisory Services is an SEC-registered firm 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 investment models and strategies tailored to client goals and risk tolerance.

Adam Mortensen is a Series 65 licensed advisor at B.O.S.S. Retirement Advisors, LLC with two years of industry experience. His prior roles include positions at Collective Health and Upwell Health, and he served as an LDS missionary from 2015 to 2017. 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 primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, emphasizing diversified allocations and ongoing oversight.

Kimberly Solomon is a financial advisor at Capita Financial Network, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Allos Investment Advisors, LLC, Searcy Financial Services, and Utah Valley University. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses by 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 objectives.

Christian Ward is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Brokerage Services and FirstPurpose Wealth. Ward serves as a traditional Guardsman with the Utah Air National Guard, where he is involved in supervising, training, drafting, and surveying. Diversify Wealth Management offers investment advisory and planning services to a diverse client base, including individual and high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and includes due diligence on third-party managers, illiquid alternatives, and options-based strategies in client portfolios.

Nathan Christensen is a financial advisor at Capita Financial Network, LLC with five years of industry experience. His background includes roles at Fidelity Investments, Northwestern Mutual, and WaterQuest Corp. Outside of finance, he has worked for Mrs. Cavanaughs Chocolate Factory and served with the Church of Jesus Christ of Latter Day Saints. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees, individuals planning for retirement, high-net-worth clients, 401(k) plans, and small businesses. The firm uses risk-based model portfolios sub-advised by third parties and offers access to private funds and fund-of-fund structures.

Tyler Snow is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Bank and Fidelity Brokerage Services. 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, employing co-managed arrangements with AE Wealth Management and third-party money managers to construct diversified portfolios while providing ongoing oversight and consulting.

Sean Jones is a CFP® certificant with 28 years of industry experience. He is currently with Capita Financial Network, LLC and has held prior roles at Fidelity Personal and Workplace Advisors and Strategic Advisers, Inc. Jones has also maintained a long tenure with Fidelity Brokerage Services, Inc. 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 offerings.

Jakob Jeffery is a financial advisor at BFC Planning, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at multiple firms including Wheelhouse Wealth Management and Berthel, Fisher & Company Financial Services, Inc. Outside of his advisory role, he officiates sanctioned fencing matches as a referee for USA Fencing. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional clients through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services using a variety of platforms and investment strategies tailored to client needs.

John Brough is a CFP® with three years of industry experience, currently serving as a financial advisor at B.O.S.S. Retirement Advisors, LLC. His prior roles include positions at Fidelity Investments and Mountain Wave Advisors, as well as experience in education and community organizations. 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 third-party managers to construct diversified allocations while offering ongoing oversight and consulting primarily through co-managed arrangements.

Nicholas Peterson is a financial advisor at CreativeOne Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CoreCap Advisors, LLC and Peterson Harris. Outside of advising, he is involved in several business ventures including tax planning through PH, LLC, nutritional supplement sales, and managing a historical documents company intended for museum donation. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Lindsey Lewis is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) with five years of industry experience. She has worked at firms including Savvy, OSAIC Wealth, Inc., Ellevest, The Vanguard Group, and Soltis Investment Advisors. Lindsey also serves as Managing Director at The American College of Financial Services and has a background as a Certified Track & Field Official with USATF. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized plans tailored to client objectives and risk tolerance, employing a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware direct indexing, and technology-driven portfolio management solutions.

Robert Ford is a financial advisor at Advisory Services Network with nine years of industry experience. He holds a Series 65 designation and previously worked at Navigate Private Wealth LLC for eight years. Advisory Services Network provides investment advisory and planning services through a large network of independent representatives, serving individuals, families, corporations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, and investment consulting, utilizing both discretionary and non-discretionary approaches.

Jacob Sybrowsky is a financial advisor at Diversify Wealth Management, LLC with Series 65 registration and experience beginning in 2024. He has held roles at Ensign College and Hyde Park Holdings LLC since 2023, and previously worked at Utah Valley University from 2010 to 2023. Through Hyde Park Holdings, he provides tax consulting services as a Master Strategic Partner with B10 Capital and serves as a co-trustee and contingent trustee on family trusts. Diversify Wealth Management offers 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 portfolios and curated models, incorporating a wide range of asset classes and both discretionary and non-discretionary management aligned with client objectives.

Colby Wight is a financial advisor at CoreCap Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with CoreCap Advisors since 2015. Outside of his advisory role, he works as a DoorDash delivery driver. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning for individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Ryan Thacker is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with B.O.S.S. Retirement Advisors and its affiliated entities since 2014. Outside of his advisory role, he is involved in several business ventures including managing member positions in solar energy and capital funding entities, as well as overseeing publishing and marketing companies. 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 utilizes a client assessment process followed by diversified model portfolios and outside managers, with a focus on co-managed arrangements and referrals to third-party money managers.

Scott Stratton is a CFP® professional with eight years of experience in financial advising at Diversify Wealth Management, LLC. In addition to his advisory role, he serves as an attorney at Stratton Law Group PLLC and is Vice President of Legal at Thermagreen Systems Inc., a building material manufacturing company. He also owns SOS Law, providing legal consulting services. Diversify Wealth Management offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and includes alternative investments and options-based strategies within portfolios.

Nathan Wong is a financial advisor with ON Investment Management CO in Sandy, Utah, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at The O.N. Equity Sales Company since 2011 and Ohio National Financial Services since 2010. Outside of advising, he is an insurance agent specializing in life, disability, and long-term care insurance. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including modular financial plans and access to third-party investment programs, managing a mix of discretionary and non-discretionary client accounts.

Alan Harris is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds a Series 65 credential and previously spent ten years at CoreCap Advisors, LLC. Outside of his advisory work, he is involved in tax planning and mitigation through his ownership of PH, LLC, and participates in health supplement sales and software finance management. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting primarily to individuals, corporations, and plan sponsors. The firm manages discretionary accounts using proprietary models and third-party managers, employing a combination of modern portfolio theory, fundamental, technical, and quantitative analysis.

Timothy Gottfredson is a CFP® with 17 years of industry experience, currently serving at Capita Financial Network, LLC since 2021. His prior roles include positions at EP Wealth Advisors, Raymond James Financial Services, and Peterson Wealth Services. Outside of financial advising, he is the CEO and business owner of Flex Transportation, LLC. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses with tailored financial planning and discretionary investment advisory services. The firm employs risk-based model portfolios and primarily uses third-party subadvisors, conducting regular account reviews and managing a variety of investment types.