Spencer Felkins is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked in lawn care and pest control businesses. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to a range of clients, including 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 delivers ongoing services mainly through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Austin Thacker is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Lehi, Utah. He has four years of industry experience, including prior roles with B.O.S.S. Retirement Solutions and two years serving as a Church Missionary. Thacker is also a minority member and manager of T4 Enterprises, LLC, a private investment entity. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning for 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 by referring clients to third-party money managers.

Cristian Haymes is a financial advisor at Capita Financial Network, LLC, holding a Series 65 designation. He has professional experience beginning in 2024 and previously worked in educational roles at the University of Utah, Santa Fe Christian High School, and Horizon Prep Middle School. 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 uses client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, and manages a range of investments including mutual funds, ETFs, equities, fixed income, options, and private funds.

Carson Strong is a financial advisor at Capita Financial Network, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Capita Financial Network since 2022. Prior to his current role, he held positions at ObservePoint, Brigham Young University, Zions Bank, and Bank of Utah. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving 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 offers access to private funds and fund-of-fund structures.

Marissa Smith is a Series 66-credentialed financial advisor at Portside Wealth Group, LLC with four years of industry experience. She has previously worked with multiple firms including Hudson Oaks Wealth Management and Concorde Investment Services. Outside of advisory work, she is a co-owner of Lyla June Co., a business that distributes stickers and keychains. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, using a combination of fundamental, technical, and modern portfolio theory approaches, and offers related legal and accounting services through affiliated professionals.

Brent Dewsnup is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at SVB Capital, Silicon Valley Bank, and Rocky Mountain Power. 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 through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.

Katherine Brinkerhoff is a financial professional with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Raymond James Financial Services, Fidelity Brokerage Services, and Utah Wealth Strategies. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving 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.

Richard Harris is a financial advisor with Global View Capital Management LLC in Pleasant Grove, UT, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Global View Capital since 2014 and has operated his own private company, Richard Harris, LLC, which serves as a platform for physical therapy and book writing activities. Harris is also involved in book writing and real estate management through Invictus Press, LLC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm utilizes a technical and quantitative investment approach focused on momentum, relative strength, and trend-following applied to ETFs and mutual funds, supported by proprietary research and execution infrastructure.

Glen Sjoberg is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes four years at Security National Mortgage Company. Outside of advising, he serves as an executive officer and secretary of the Utah Oracle Users Group, a nonprofit technical support organization, and is active as a precinct chair for the Republican Party. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, utilizing proprietary research and model-driven strategies to manage portfolios and retirement plan assets.

Benjamin Marshall is a CFP® with 19 years of experience in the financial services industry. He is currently affiliated with Ascentis Independent Advisors, LLC and has held roles at multiple firms including Marshall Wealth Advisors, Golden State Equity Partners, and Townsquare Capital. In addition to his advisory work, he has been involved in fixed insurance sales since 2010. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines discretionary management, third-party managers, and platform solutions, and offers specialized programs such as Private Direct Investments for allocation into illiquid private funds.

Michael Johnson is a Series 65-licensed advisor at Savvy with 24 years of industry experience. He previously worked for 16 years at Pillar Capital LLC before joining Savvy. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and technology platforms to support customized client solutions.

David Laga is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Cedar Crest Advisors, LLC and has been with DFPG Investments, Inc. since 2012. Outside of his advisory role, he is involved with Multnomah Capital as an owner and is a member of DCJL Investco, LLC, a holding company where he manages tax filings and administration. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and corporate consulting with an investment approach focused on tactical diversification and customized asset allocation tailored to client goals and risk tolerance.

Tanner Smith is a financial advisor at Capita Financial Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Capita since 2021. Prior to his advisory role, Tanner’s background includes positions at Lakeridge Construction and Southern Utah University. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm employs risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Scott Carlson is a financial advisor with Diversify Advisory Services, LLC in Orem, UT, holding a Series 65 credential and bringing 11 years of industry experience. He has been with FirstPurpose Wealth since 2014. Outside of his advisory role, Carlson manages operations for Kelsey Carlson Art, an art print sales business, and FirstPurpose Tax, which provides accounting and tax services. Diversify Advisory Services offers investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach using a variety of investment strategies and platforms to meet client objectives.

Catherine White is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Concorde Investment Services, TownSquare Capital, and Hudson Oaks Wealth Management. Outside of her advisory work, she manages an Instagram page focused on zero-waste and eco-conscious lifestyle content and creates how-to videos for Rainbow Acres Garden. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a blended investment approach and provides related legal and accounting services alongside its advisory offerings.

Brett Cushing is a financial advisor at Kovack Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has previously worked at Cambria Capital, LLC and InterContinental Hotels Group. Outside of his advisory role, he serves as successor trustee for a family trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets, serving individuals, pension plans, charitable organizations, banks, and government clients. The firm uses a combination of internally created models and third-party managers to construct portfolios, offering both model-based and advisor-managed solutions across multiple custodians.

Robert Torres is a financial advisor at Portside Wealth Group, LLC in Provo, UT, with 15 years of industry experience. His career includes roles at Charles Schwab, Merrill, Bank of America, and Harrisdirect. Outside of advisory work, he is involved with PayLogics and Arc Intelligence. Portside Wealth Group is an SEC-registered multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and co-advisory services, utilizing a combination of fundamental, technical, and modern portfolio theory in managing client accounts.

Andrew Angerbauer is a CFP® with six years of industry experience, currently with Capita Financial Network, LLC. His prior experience includes roles at Fidelity Investments, Merrill, and Bank of America. He is also involved with Andrew LA Enterprises. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving individual and high-net-worth clients, 401(k) plans, and small businesses through tailored financial plans and risk-based model portfolios.

Dale Black is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at several related firms including Purshe Kaplan Sterling Investments and Global View Capital Advisors, LLC. Outside of advisory roles, he manages Dalemar, Incorporated, a personal business entity. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and execution infrastructure.

Michael Gardner is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has a background in sales and marketing at Tile Traditions, where he worked for thirteen years. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach using ETFs and mutual funds, supported by proprietary research and execution infrastructure.