Melinda Perez is a financial advisor at Portside Wealth Group, LLC with seven years of industry experience. She holds a Series 65 designation and has previously worked at TownSquare Capital and Smart Financial. Perez is also a licensed insurance agent involved in client financial planning and product research. Portside Wealth Group is a multi-advisor firm serving individuals, retirement plans, charitable organizations, and corporate entities with discretionary portfolio management, financial planning, and pension consulting. The firm employs diverse investment strategies and offers affiliated legal and accounting services alongside its advisory offerings.

Martin Hurlburt is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, T.M. Wealth Management, Cetera Advisor Networks, and Girard Securities. Outside of advisory work, he is a motivational speaker and serves as a board member for the Association of Family and Conciliation Courts, focusing on resources for individuals navigating divorce. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing strategic and tactical investment approaches across a variety of portfolios that include mutual funds, ETFs, individual securities, and alternative strategies.

Tyler Whittaker is a financial advisor at Trek Financial with three years of industry experience. His prior roles include positions at First Citizens Investor Services, SVB Wealth LLC, StoneX Group Inc., and Goldman Sachs. 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 services. The firm combines strategic and tactical portfolio approaches, incorporating AI tools under governance and human review, and provides a diverse range of model strategies, alternative investments, and hedging techniques.

Bret Bryce is a financial advisor at Portside Wealth Group, LLC with seven years of industry experience. He holds a Series 65 designation and has a legal background, operating his own law office specializing in estate planning since 2010. In addition to his advisory role, he is a licensed fixed insurance agent offering life and annuity products. Portside Wealth Group is a multi-advisor firm that provides discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a variety of investment approaches and offers related legal and accounting services through affiliated professionals.

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 licenses and bringing 25 years of industry experience. Her prior roles include positions at DFPG Investments, Townsquare Capital, Allegis Investment Services, Cetera Wealth Services, and Equitable Advisors. Outside of financial advising, she is a member and accountant for SJ Metal Designs LLC, a business that creates and sells metal artwork. Portside Wealth Group is a multi-advisor firm providing discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate entities. The firm employs tailored investment approaches and integrates affiliated legal and accounting expertise alongside its wealth management services.

Kristi Bartholomew is a financial advisor with Symmetry Partners holding a Series 65 license and seven years of industry experience. Her prior roles include positions at BCJ Capital Management and IAMS Wealth Management. She is also the owner of Velo, LLC, which operates insurance and retirement plan administrative services businesses. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a wide range of clients, including individual investors, qualified retirement plans, and institutional pension plans. The firm uses a quantitative investment approach grounded in Modern Portfolio Theory and offers services such as OCIO, sub-advisory, and separately managed accounts, supported by a technology platform and proprietary investment companies.

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 previously worked at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, E*TRADE Securities, and Bank of America. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, serving clients through various sponsored programs 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® and holds a Series 65 license with 10 years of industry experience. He has worked at Savvy since 2026 and previously held roles 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 uses a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, integrating technology platforms and third-party sub-advisers to deliver customized investment solutions.

David Gallman is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Portside Wealth Group, LLC and has previously worked at firms including Townsquare Capital LLC and Mercer Global Advisors Inc. Gallman also provides budget and financing guidance through the Gallman Group as a non-investment related activity. 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 a blend of fundamental, technical, and modern portfolio theory approaches in managing client portfolios.

Jacob Cazier is a financial advisor at Portside Wealth Group, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Wealth Navigation Advisors and Canyon Strategic Wealth. Outside of advising, he is a Certified Divorce Financial Analyst and operates a software business focused on B2B solutions. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm employs a range of investment approaches and provides access to affiliated legal and accounting professionals.

Jenna Smith is a financial advisor at Savvy with a Series 65 license and one year of industry experience. Her prior roles include positions at UVU Financial Planning Association, The Professional Financial Company, and Advanced Retirement Strategies. Outside of finance, she has worked in diverse fields such as education, health care, and retail. Savvy offers investment and financial planning services to individuals, trusts and estates, businesses, retirement plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, leveraging technology platforms and specialized sub-adviser strategies.

Dennis Mcmillan is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Portside Wealth Group, LLC, having joined in 2024, and previously worked at Arete Wealth Advisors LLC and Wealth Navigation, LLC. Outside of advisory services, he is the owner of First Frontier Financial, where he conducts fixed life, annuity, and health insurance sales. Portside Wealth Group is a multi-advisor SEC-registered 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 related legal and accounting services through affiliated professionals.

Richard Rogers is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He serves as President of GreenStreet Mortgage, a mortgage brokerage firm specializing in residential and commercial loans. He is also the owner of RGR Services, which manages GreenStreet Mortgage. Portside Wealth Group is a multi-advisor SEC-registered wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, employing a blend of fundamental, technical, and modern portfolio theory in its investment approach.

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.