Randall Sparks is a financial advisor with Portside Wealth Group, LLC in Provo, UT, holding a Series 65 designation and 10 years of industry experience. He has worked at multiple firms, including York Howell Guymon Law, where he serves as an attorney, TownSquare Capital, Allegis Investment Advisors, and McCullough Sparks. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporations. The firm utilizes a variety of investment approaches and provides integrated legal and accounting services through affiliated professionals.

Isaac Huether is a financial advisor at Portside Wealth Group, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*TRADE, Silicon Valley Bank, and Fidelity Brokerage Services. Huether serves as a member of the Cowlitz Indian Tribe Investment Counsel. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, and pension consulting for individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of investment approaches and offers affiliated legal and accounting services alongside its advisory offerings.

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.

Eric Barnes is a financial advisor with Portside Wealth Group, LLC in Provo, Utah, holding Series 63 and Series 65 licenses and two years of industry experience. He is also the owner and president of The Law Offices of Eric B Barnes, Inc., a legal practice specializing in eldercare and estate planning that he has operated since 1995. Barnes has experience at Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and manages a family-owned office building through EB and JB Management, LLC. Portside Wealth Group is a multi-advisor 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 investment mandates and a blend of analytical approaches, offering affiliated legal and accounting expertise alongside wealth management.

David Bushman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Kestra Investment Services, Craig Hancey & Company, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, he owns a CPA firm specializing in tax and accounting services and is involved in real estate investment through his ownership in a development company. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a wide range of investment products and platforms, overseeing advisor recommendations while allowing advisors to select within approved menus.

Jason Seymour is a financial advisor at Portside Wealth Group, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Townsquare Capital LLC and LPL Financial, LLC. In addition to advising, he is involved in a non-variable insurance business covering life, health, disability, and VA services. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrates related legal and accounting services through affiliated professionals.

Kent Binning is a financial advisor at Portside Wealth Group, LLC with 24 years of industry experience and a Series 66 designation. He has worked at firms including TownSquare Capital, Allegis Investment Advisors, and New York Life. Additionally, he owns Insurance Trails, where he works as an insurance broker. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm uses tailored discretionary mandates and combines fundamental, technical, and modern portfolio theory in its investment analysis, offering advisory services alongside affiliated legal and accounting expertise.

Alyssa Moore is a Series 65-licensed financial advisor with four years of industry experience. She is currently with Portside Wealth Group, LLC in Provo, UT, where she has worked since 2023. Her prior experience includes roles at Townsquare Capital, Green Street Wealth Advisors, Clearwater Analytics, Goldman Sachs, and Alta View Orthodontics. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, employing a variety of investment approaches and providing related legal and accounting services through affiliated professionals.

William Snider is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Townsquare Capital, Praemon Consulting, LLC, and DFPG Investments, Inc. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and other services, employing a blend of fundamental, technical, and modern portfolio theory in its investment analysis.

Jeffrey Wangsgard is a financial advisor with Portside Wealth Group, LLC based in Provo, UT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include work with Allegis Investment Services, The Leaders Group Inc, and his own CPA and tax firm, Jeffrey R Wangsgard & Assoc LLC, where he provides accounting services. Outside of advisory work, he manages a CPA practice and serves as treasurer for a neighborhood water company. Portside Wealth Group is an SEC-registered, multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored investment mandates and combines fundamental, technical, and modern portfolio theory in its analysis, while also providing legal and accounting services through affiliated professionals.

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.

Nathan Allred is a Series 65-licensed financial advisor with four years of industry experience. He currently works at Encompass More Asset Management LLC and previously held roles at Bristlecone Wealth, Crypto Consulting LLC, Proform Trading (Apiary Fund), and NMA Investments. In addition to his advisory work, he teaches a securities trading course for Trader On The Street, LLC. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily for individual and high-net-worth clients. The firm employs a model-based approach utilizing proprietary and third-party sub-advisers, with investment options spanning equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Todd Cloward is an investment advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. for over a decade before joining Encompass More in 2023. Outside of investment advisory, he owns and operates an insurance benefits agency focused on fixed insurance products for employee groups. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs model-based strategies that integrate proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset exposures.

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.

Mark Whittaker is a financial advisor at Trek Financial with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Whittaker has worked at several firms, including Eide Bailly LLP, where he remains a partner in tax preparation and accounting services. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical investment approaches, integrating AI tools and a wide range of model and alternative strategies.

Robert Hamm is a financial advisor with Strategic Blueprint, LLC who holds the Series 66 designation and has 10 years of industry experience. He has worked at Clarity Financial Advisors and Triad Advisors, Inc., among others. Hamm also provides retirement education to NEA members in multiple school districts as part of his work with Clarity Financial Advisors. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, and educational programs, including a distinctive annual flat-fee subscription advisory service.

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.

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.

Kurt Brown is a financial advisor at Portside Wealth Group, LLC in Provo, UT, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TownSquare Capital, LLC and Allegis Investment Advisors. Outside of his advisory role, he serves as a Mission President for the Church of Jesus Christ of Latter-Day Saints, overseeing missionary service activities. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and integrates legal and accounting services through affiliated professionals, employing a blend of fundamental, technical, and modern portfolio theory in its investment approach.

John Homer is a ChFC® credentialed financial advisor at Portside Wealth Group, LLC with 31 years of industry experience. He has held positions at firms including TownSquare Capital, DFPG Investments, and First Western Advisors. Outside of his advisory work, he serves as president of the Taylor Acres Homeowner Association. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment approach, supported by affiliated legal and accounting expertise.