Bret Bryce is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Portside Wealth Group since 2023, previously spending four years at Townsquare Capital LLC. In addition to his advisory work, Bryce operates a law office focusing on local estate planning and is a licensed fixed insurance agent offering life and annuity products. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm employs tailored discretionary mandates and combines fundamental, technical, and modern portfolio theory approaches in its investment management.

Treyton Walker is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding a Series 65 credential. He has one year of industry experience and previously worked in aviation roles at FedEx Express, SkyWest Airlines, and TransPac Aviation. Portside Wealth Group is a multi-advisor firm that offers discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs various investment approaches and integrates related legal and accounting expertise through affiliated professionals.

Jordan Floyd is a financial advisor at Trek Financial with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Strategic Advisers, LLC, Fidelity Investments, and Summit Group Wealth Advisors, among others. 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 retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, integrates artificial-intelligence tools under human review, and provides a wide range of model and alternative investment strategies.

Staci Compagno is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at DFPG Investments, LLC, Townsquare Capital LLC, and Allegis Investment Services. She is also a member of SJ Metal Designs LLC, an enterprise that creates and sells metal artwork, where she handles accounting for the business development. 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 with a blended investment analysis approach and provides integrated legal and accounting services through affiliated professionals.

Kristi Bartholomew is a financial advisor at Symmetry Partners with six years of industry experience. She holds a Series 65 designation and has worked at several firms, including BCJ Capital Management and IAMS Wealth Management. Outside of her advisory role, she owns Velo, LLC, which operates insurance and retirement plan administrative services. Symmetry Partners provides investment management 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.

Anthony Huber is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. Prior to joining Legacy Wealth Management, he worked at Fidelity Investments and LJCooper Wealth Advisors. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies across a broad range of asset classes and utilizes affiliated service entities and third-party managers as part of its comprehensive approach.

Melissa Campbell is a financial advisor at Principal Advised Services with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Principal Life Insurance Company, Principal Bank, Merrick Bank, DST, Schneider National, and Discover Financial Services. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and operates as part of the Principal Financial Group, enabling access to affiliated products and integrated services.

Jeffrey Nishijima is a financial advisor at Aegis Capital Corp. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Morgan Stanley, E*TRADE Securities, Merrill, and Bank of America. Nishijima is based in Provo, Utah. Aegis Capital Corp. serves a diverse client base of individual and corporate investors, offering investment advisory, financial planning, brokerage, and related financial services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing advisory solutions through multiple sponsored and third-party platforms.

Warren Judd is a financial advisor at Portside Wealth Group, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Townsquare Capital LLC and Capital Asset Advisory Services. Outside of his advisory role, Judd is the CEO of Smart Financial, an investment-related business he has operated since 2001, and is a licensed insurance agent. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of investment approaches and provides related legal and accounting services through affiliated professionals.

Clayton Johnson is a CFP® professional with nine years of industry experience, currently advising at Savvy. His previous roles include positions at Aerodigm Wealth, Delap Wealth Advisory, Squire Wealth Advisors, Squire & Company, PC, and DBK Financial Counsel. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers a range of portfolio management and financial planning options, utilizing primarily index-based, long-term strategies alongside active equity and tax-aware direct indexing approaches.

David Gallman is a CFP® and Series 66 licensed advisor at Portside Wealth Group, LLC with 21 years of industry experience. He has worked with multiple firms, including Townsquare Capital LLC, Lone Peak Advisors, and Zeiders Inc. Outside of his advisory role, Gallman provides budget and financing guidance through the Gallman Group and also works with clients on fixed life insurance solutions. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers tailored discretionary portfolio management and integrates various investment approaches, while also providing related legal and accounting services through affiliated professionals.

Jacob Cazier is a financial advisor with Portside Wealth Group, LLC in Provo, UT, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at several firms including Canyon Strategic Wealth, Wealth Navigation Advisors, and J.W. Cole Financial. In addition to his advisory role, Cazier is a Certified Divorce Financial Analyst and operates a B2B software business called The Cazier Group, LLC (dba Arrow Suite). Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, employing a blended investment approach with fundamental, technical, and modern portfolio theory.

Eric Stuart is a financial advisor with Portside Wealth Group, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. He has worked at multiple firms, including The Leaders Group Inc, DFPG Investments, Inc., and Townsquare Capital. Outside of advisory roles, he has experience as an independent insurance agent and has served as a consultant on insurance-related business matters. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities with discretionary portfolio management, financial planning, pension consulting, and client education. The firm utilizes tailored discretionary mandates and combines fundamental, technical, and modern portfolio theory in its investment analysis.

Dennis Mcmillan is a financial advisor with Portside Wealth Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Portside Wealth Group since 2024 and previously at Arete Wealth Advisors LLC, Arete Wealth Management LLC, Wealth Navigation, LLC, and First Frontier Financial. Outside of advisory work, he is the owner of First Frontier Financial, an independent insurance agency specializing in fixed life, annuity, and health insurance. 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 tailored investment mandates, blending fundamental, technical, and modern portfolio theory approaches, and offers affiliated legal and accounting services.

Richard Rogers is a financial advisor at Portside Wealth Group, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms, including GreenStreet Wealth Advisors and DFPG Investments, Inc. Outside of advisory services, he is president of GreenStreet Mortgage, a mortgage brokerage specializing in residential and commercial loans. Portside Wealth Group is a multi-advisor SEC-registered firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, and related services, utilizing a combination of fundamental, technical, and modern portfolio theory in its investment approach.

Randall Sparks is a financial advisor with Portside Wealth Group, LLC, holding a Series 65 credential and 10 years of industry experience. He has worked at firms including York Howell Guymon Law, where he is also an attorney, TownSquare Capital, LLC, Allegis Investment Advisors, and McCullough Sparks. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, and other 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 analysis, and offers related 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 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.

David Bushman is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has previously worked at Craig Hancey & Company, Transamerica Financial Advisors, and World Financial Group, and he is the owner of Bushman Accounting, Tax & Financial Services. Outside of his advisory work, he owns Red Bridge Investments, a real estate development company, and serves on the membership committee of a local networking organization. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed portfolios with access to multiple platforms and third-party solutions.