Todd Skousen is a financial advisor with M Holdings Securities, Inc. and holds Series 63 and Series 65 licenses. He has nine years of industry experience and previously worked at Drive Wealth Advisers and Magellan Capital LLC. Outside of his advisory roles, he is the president and managing partner of Links Consulting, focusing on business development and operations. M Holdings Securities, Inc. is a registered investment adviser and broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of investment management, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Gregory Caldwell Jr. is a CFP® with 12 years of industry experience currently serving at Diversify Wealth Management, LLC. He previously worked at DFPG Investments, Inc. and LJCooper Capital Management. Outside of his advisory work, he manages Critter's Custom Creations, LLC, an art-based business selling T-shirts, metal work, and epoxy art. 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 institutions. The firm employs a tactical diversification and asset allocation approach across multiple platforms, managing approximately $4.1 billion in assets through a team of over 50 advisors.

John Beatson is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Sepio Capital since 2018 and previously spent 13 years at Marshfield Associates. Sepio Capital primarily advises high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs a combination of proprietary strategies and independent manager allocations with a long-term investment orientation while allowing flexibility for shorter-term trading.

Jay Wells is a financial advisor at Soltis Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Drive Wealth Advisers, Foresight Wealth Management, LLC, and Securities Service Network. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence to choose ETFs, mutual funds, private alternatives, and structured instruments.

Timothy Whipple is a CFP® with 29 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has held roles at DFPG Investments, Inc., FirstPurpose Wealth, L J Cooper Capital Management, and Whipple Financial, Inc. Outside of advisory work, he serves as CFO of Brixton Partners, a company involved in subdividing and selling warehouse units, and sits on the boards of several charitable organizations including A Child's Hope Foundation and Lifting Hands International. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary standards.

Tyler Woodbrey is a CFP® with three years of industry experience, currently serving as a financial advisor at Symmetry Partners. His prior roles include positions at IAMS Wealth Management and B.O.S.S. Retirement Solutions. Woodbrey also works as an independent agent with Cairn Advisors, providing administrative services and education for MEP 401(k) plans. Symmetry Partners offers investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate and pension plans, and high-net-worth individuals. The firm employs a quantitative investment approach based on Modern Portfolio Theory and multi-factor methods across various investment vehicles and emphasizes intermediary distribution and marketing support.

Charles Maynes is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has been with B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2014. 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 delivering services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Rachael Scott is a financial advisor at B.O.S.S. Retirement Advisors, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and AI Tech. 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, using model portfolios and outside managers to construct diversified allocations while offering ongoing client oversight and consulting.

Dallin Schwendiman is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 designation and has worked at Heritage Wealth Management and AE Wealth Management, LLC. Schwendiman is also involved with Heritage Wealth Management in an advisory and insurance capacity. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients, offering portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies through a broad network of investment adviser representatives.

Joseph Broadbent is a financial advisor at Diversify Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Diversify Wealth Management since 2024 and Dfpg Investments, Inc. since 2011. Outside of advisory work, he is involved in real estate sales and marketing activities and manages developer and investor relationships through related business entities. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, and fiduciary services. The firm employs a tactical diversification and asset allocation approach across multiple platform options and a broad range of investment instruments.

Danielle Lewis is a financial advisor with Capita Financial Network, LLC, holding a Series 65 designation and four years of industry experience. Her prior work experience includes roles at Northwestern Mutual and retail positions at Famous Footwear and Bath & Body Works. Capita Financial Network provides financial planning and discretionary investment advisory services primarily to 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 utilizes risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Joseph Kent is a financial advisor at Capita Financial Network, LLC in Draper, UT, holding a Series 65 credential with four years of industry experience. His prior work includes roles at B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2020, as well as experience in home construction and other fields. 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 employs risk-based model portfolios and primarily uses third-party subadvisors, tailoring advice to each client’s financial plan and investment objectives.

Tanner Ellsworth is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds the Series 65 designation and has worked at AlphaStar since 2018. His prior experience includes roles at the Department of Defense and Prometric. Outside of advising, he is involved with Fantasync, LLC, a company that synchronizes sports viewing experiences with fantasy sports scores. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Jason Mcmullin is a financial advisor with Diversify Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at DFPG Investments, Inc. since 2011 and LJCOOPER Capital Management, LLC since 2008. Outside of advisory roles, he serves as a tax advisor at FirstPurpose Tax, where he leads the tax department and provides tax consulting services. Diversify Wealth Management offers 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, incorporating due diligence on third-party managers and a mix of investment vehicles tailored to clients’ objectives and regulatory requirements.

Ma Kenzie Losee is an advisor at Diversify Wealth Management, LLC with Series 65 and Series 63 credentials. She has been with the firm since 2025 and has prior experience running K-Lo Studio from 2022 to 2024. 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 institutions. The firm manages approximately $4.1 billion in assets and employs a team-based investment approach emphasizing tactical diversification and asset allocation across a range of instruments and platform options.

Breck Jacobs is a financial advisor at Gibbs Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sempre Avanti, Hornor Townsend & Kent Inc, and Jacobs Financial Group LLC. Jacobs is also involved in insurance as an owner and agent of Future Focus Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios.

Sam Deaver is a CFP® with 11 years of industry experience currently serving at Diversify Wealth Management, LLC. He has previously worked with DFPG Investments, Inc. and LJCooper Capital Management. Outside of advising, he produces media content for a mountain bike–focused YouTube channel and prepares tax returns for clients. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base including individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs tactical diversification and a mix of internal and third-party strategies across multiple platform options.

Ross Wamsley is a financial advisor with St. Bernard Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior work includes roles at Voya Financial Advisors and Questar Asset Management. Outside of his advisory work, he is an independent insurance agent. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates with investment advisory and brokerage services focused on a long-term, conservative growth philosophy using tactical asset allocation. The firm combines fee-based and commission-based solutions through its dual adviser and broker-dealer structure.

James Spainhower is a financial advisor at Diversify Wealth Management, LLC in Orem, UT, holding the ChFC® designation with 25 years of industry experience. He has been affiliated with DFPG Investments, Inc. since 2011 and FirstPurpose Wealth since 2008. Outside of advising, he manages Rising Sun Cattle Co., where he oversees finances, marketing, and breeding operations for wagyu and kobe-style beef. Diversify Wealth Management serves individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions with a tactically diversified investment approach. The firm offers financial planning, family office and corporate consulting, and portfolio management across multiple account types using a variety of investment vehicles and management platforms.

Amy Babbel is a financial advisor at Kestra Private Wealth Services, LLC with 16 years of industry experience. She holds a Series 66 designation and has been with Kestra since 2014, also maintaining a relationship with RBC Wealth Management since 2006. Outside of her advisory role, she serves as a notary and owns a consulting business focused on back office operations. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of services such as advisor-managed portfolios, financial planning, wrap-fee programs, and private fund placement, utilizing both discretionary and non-discretionary investment approaches across multiple platforms.