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.

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.

Robert Ford is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent eight years at Navigate Private Wealth LLC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and a wrap-fee program, managing about $8.6 billion in client assets across discretionary and non-discretionary accounts.

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.

Martin Muse is a financial advisor at Trek Financial with six years of industry experience. He has worked at Trek Financial since 2018 and previously operated Mmuse Painting for two years. Outside of his advisory role, he is the owner of M. Muse Consulting, LLC, established for compensation purposes, and has worked as an insurance agent since 2019. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio strategies, incorporating rules-based, evidence-based, fundamental, and technical analyses, and uses artificial intelligence tools under governance and review.

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, holding Series 63 and Series 65 credentials and bringing 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 also licensed as an insurance agent, selling life, disability, and long-term care insurance. On Investment Management Company provides financial planning and investment advisory services to a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and managed account options, combining third-party discretionary programs with adviser-directed portfolios composed of various securities.

Gary Warnica Jr. is a financial advisor at Diversify Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of his advisory role, he is involved in developing children’s literature through his ownership of eHomonym LLC. Diversify Wealth Management provides 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 and offers a broad range of services such as financial planning, family office consulting, and portfolio management across multiple account types.