Jason Goold is a financial advisor at Triad Wealth Partners, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Fidelity Investments for 10 years. Outside of his advisory role, he is also involved in insurance sales and services through SEMPARE AVANTI, LLC DBA Momentum Wealth, focusing on life insurance, annuities, disability income, and long-term care products. 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 employs a model-driven investment approach with diversified portfolios and offers sub-advisory management, operational support, and financial planning services.

Tyson Williamson is a financial advisor at Capita Financial Network, LLC with five years of industry experience. He holds a Series 65 credential and has worked at several firms, including Ensign Peak Advisors Inc. and Olympus Wealth Management. Tyson has also held positions at Brigham Young University. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement. The firm serves individual and high-net-worth clients as well as 401(k) plans and small businesses, using tailored financial plans and risk-based model portfolios sub-advised by third-party managers.

David Kleinman is a CFP® professional with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at The Professional Financial Company, Central Bank, and TruRinse. Outside of finance, he owns and operates Moment Rings, a business that creates and sells custom rings online. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s planning-centered investment approach incorporates modern portfolio theory, tax-aware strategies, and specialized management through sub-advisers.

I love all the cool and creative things that people are doing on the internet. One of my favorite things to do is spend time with my kids seeing what interesting and unique things people are doing online as influencers and content creators. As a Financial Advisor by training I knew that the career path of an online influencer or content creator was not like the traditional career path. After 9 years working and studying all things Financial Planning I decided to break out of the world of large investment houses and become a fully independent Personal Financial Advisor. I knew I could help online influencers and content creators with their unique challenges and situations. I knew I could help them live their life how they want and aligning their money with their dreams. Utilizing an academic and evidence based approach to investing and money management I am able to help ensure a prosperous and fulfilling life for all those that I work with. I’d love to get to know you and where you want to go in life. Don’t hesitate to schedule a free consultation where we can get acquainted and discover what we can do together!

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 financial advisor at B.O.S.S. Retirement Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience working with Collective Health and Upwell Health. Outside of his advisory role, he served as an LDS Missionary from 2015 to 2017. 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 in assets on a discretionary basis and utilizes model portfolios and outside managers to construct diversified allocations, offering ongoing services mainly through co-managed arrangements and referrals to third-party money managers.

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.

Bradford Williams is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding a Series 66 credential and bringing 25 years of industry experience. He has been with Berthel Fisher since 2013. Outside of his advisory role, he owns White Pine Asset Management, an investments and insurance business based in Midvale, UT. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Justin Maxwell is a financial advisor at Legacy Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Athlos Academy of Utah. Outside of his advisory role, he is a managing partner in Small Business Incentive Consultants, a firm that assists individuals with tax credits and incentives. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including model portfolios and alternatives, and offers customized solutions tailored to clients’ objectives and risk tolerances.

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.

Chalise Westenskow is a financial advisor at Diversify Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services for nearly two decades. Outside of her advisory role, she is involved in organizing divorce information workshops and supports her child's entrepreneurial efforts with a TikTok shop promoting health and sports accessories. Diversify Advisory Services provides investment advisory and financial planning services 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 platforms and strategies tailored to client objectives.

Sean Jones is a CFP® with 28 years of industry experience, currently affiliated with Capita Financial Network, LLC. His career includes roles at Fidelity Personal and Workplace Advisors, Strategic Advisers, Inc., and Fidelity Brokerage Services, Inc. He maintains multiple financial licenses, including Series 63 and Series 66. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, as well as for high-net-worth clients, 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.

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.

Kerry Judd is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has been with Berthel Fisher since 2013. Outside of advisory work, he is also an associate real estate broker and provides tax consulting and preparation services as a CPA. Berthel Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of portfolio management approaches tailored to client needs.

Lindsey Lewis is a CFP® and ChFC® with four years of industry experience, currently serving as an advisor at Savvy since 2026. Prior to joining Savvy, she worked at OSAIC Wealth, Inc., Ellevest, and The Vanguard Group, Inc. Lindsey is also Managing Director at The American College of Financial Services, a role she has held since 2020. Outside of finance, she is involved in a consulting and solar sales business operated with her spouse. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware direct indexing, and various fintech tools, with customized plans tailored to client objectives and risk tolerance.