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.

Aaron Larson is a Series 66-registered financial advisor with three years of industry experience. He has worked at Portside Wealth Group since 2025 and previously held positions at Olympus Peaks Financial and Edward Jones. Outside of advising, Larson owns and manages Elevate & Exit, a business that works with owners to value their companies before sale. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored discretionary mandates and a blend of investment analysis techniques, while also offering affiliated legal and accounting services alongside its advisory business.

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.

Earl Good is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Vanderbilt in 2021, he worked at Reutemann Financial Solutions, Research Financial Strategies, and Purshe Kaplan Sterling Investments. Outside of financial advising, he is chairman and co-owner of Bill Good Marketing, a marketing firm he has managed since 1977, and earns royalties from published books. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and combining fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits consulting.

David Gardner is a financial advisor at Diversify Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and is also the managing partner of Caliber Wealth Management. Outside of his advisory roles, Gardner serves as president of 112 Ventures, a bookkeeping and tax planning business. Diversify Wealth Management provides 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 and curated models, and incorporates both liquid and illiquid investments aligned with clients’ objectives.

Ryan Williams is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining B.O.S.S., he worked at Wells Fargo Clearing Services LLC for five years and was involved with Digital Intelligence Systems LLC for three years. 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 primarily utilizes co-managed arrangements with AE Wealth Management and third-party money managers to construct diversified portfolios.

Erik Ne Ville is an advisor at Verity Asset Management with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Verity Financial and Verity Asset Management since 2018. Outside of advisory work, he is involved in managing an insurance staffing business. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion across 55 advisors. The firm serves individual, retirement plan, institutional, and advisory clients using a largely model-based investment process that emphasizes tactical asset allocation and combines internally managed and third-party strategies.

Cole Einerson is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 credential and having six years of industry experience. His prior roles include positions at DFPG Investments, LLC, FirstPurpose Wealth, and TD Ameritrade. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to clients' goals and risk tolerance.

Landry Leach is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked with Thrivent Financial and New York Life. Outside of advising, he serves as president of Rock Top Insurance Agency, a property and casualty insurance business in Utah. 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 primarily delivers services through co-managed arrangements and referrals to third-party money managers, focusing on diversified allocations governed by outside managers.

Eric Barnes is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding Series 63 and Series 65 licenses with two years of industry experience. He has worked with Transamerica Financial Advisors, Inc. and World Financial Group, INC. since 2023. Barnes is also an attorney and owner of The Law Offices of Eric B Barnes, Inc., which he has operated since 1995, focusing on eldercare law and related legal services. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrates affiliated legal and accounting services for comprehensive client support.

Taylor Acevedo is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at TownSquare Capital and FJ Management Center. His background also includes time at Utah State University and service with The Church of Jesus Christ of Latter-Day Saints. 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 combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

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.