Bradley Ferney is a financial advisor with The Norden Group LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at TownSquare Capital, LLC, Allegis Advisor Group, and Multi Financial Securities Corporation. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing assets on a discretionary basis through model portfolios and third-party money managers. The firm combines portfolio management with financial planning and consulting, serving a diverse client base including high-net-worth individuals.

Kenneth Bown is a CFP® with 21 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC. His prior experience includes roles at DFPG Investments, Inc. and LJCOOPER Capital Management, LLC. Outside of financial advising, he owns an accounting and tax services business. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including mutual funds, private equity, and alternative investments, with both discretionary and non-discretionary management options.

Tammy Johns is a financial advisor at Compound Planning, Inc. with three years of industry experience. She holds the Series 65 designation and has previously worked at Goldman Sachs, Shelton and Seal Wealth Management, Utah Valley Specialty Hospital, and Vivint. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm employs a risk-based investment approach using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Diana Hunter is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Ameritas Investment Corp, Peterson & Associates CPA, and Corecap Advisors. Hunter also serves as treasurer for a homeowner association in Orem, Utah. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing a range of advisor-specific styles, model portfolios, and third-party management relationships.

Jolyn Whittaker is a Series 65-licensed financial advisor at Trek Financial with eight years of industry experience. She has served at Trek Financial since 2018 and holds additional roles as CFO and Treasurer at Discount Manufacturing & Distributing Inc. and Kids Village Workshop Inc., both non-investment-related businesses. She is also a CPA who prepares business and individual tax returns during tax season. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical portfolio construction, incorporating AI tools under governance and offering a broad range of systematic strategies, alternative investments, and specialized hedging techniques.

Paul Ewell is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Townsquare Capital LLC, ARS Investment Advisors, Inc., and Vantage Point Investments. Outside of finance, he is a musician in the Andy Brown Band. 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 uses tailored investment mandates with a blend of fundamental, technical, and modern portfolio theory approaches and provides additional legal and accounting services through affiliated professionals.

Barry Magaoay is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes long tenures at Lee Financial Recordkeeping, Inc., Lee Financial Securities, Inc., and Lee Financial Group Hawaii, Inc., before joining Regulus Financial Group and Regal Investment Advisors in 2021. Regal Investment Advisors LLC provides discretionary investment management services to independent adviser representatives and other registered advisers, serving a range of clients including individuals, charitable organizations, and businesses. The firm offers a variety of proprietary and third-party model portfolios, allowing advisers to select allocations for clients while granting Regal discretionary authority to implement and rebalance strategies.

Celeste Kennard is a financial advisor with Diversify Wealth Management, LLC and holds a Series 65 designation. She has six years of industry experience, having worked previously at FirstPurpose Wealth and Medicus Wealth Planning. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm manages approximately $4.1 billion in assets and uses a diversified investment approach incorporating both internal and third-party strategies across multiple platform options.

Derek Farley is a CFP® with five years of industry experience, currently serving as a financial advisor at Diversify Wealth Management, LLC. His prior roles include positions at FirstPurpose Wealth, Blue Barn Wealth, and LJCooper Wealth Advisors. Outside of advising, he is a content creator and editor for StockMotion, LLC, a company developing an educational app for students and young professionals. Diversify Wealth Management provides investment advisory and planning services to a broad client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers services such as financial planning, family office consulting, and portfolio management.

David West is a financial advisor with Tucker Asset Management LLC in Orem, Utah. He holds the ChFC® designation and has 21 years of industry experience, including prior roles at Alpine Capital Management, LLC and founding West Capital Advisors, Inc., where he serves as President. West Capital Advisors also operates as an insurance agency providing financial consulting and non-investment products such as annuities and life insurance. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down macroeconomic asset-allocation process and offers discretionary investment management, financial planning, and retirement plan advisory through a network of independent investment adviser representatives.

Eliza Campbell is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Caliber Wealth Management, Dakota Wealth Management, and held academic roles at Brigham Young University and Harvard Business School. Diversify Wealth Management provides investment advisory and planning services to a diverse client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach and offers a range of services including financial planning, family office consulting, and portfolio management across multiple account types.

Jeremy Johnston is a financial advisor at Portside Wealth Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including DFPG Investments, Townsquare Capital, Allegis Investment Services, and JohnstonRogers Financial Advisors, which he has been associated with since 1995. Johnston is also a managing member of Oxford Portfolio Management, focusing on portfolio design and management. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs tailored discretionary mandates and integrates legal and accounting services through affiliated professionals.

Taylor Olsen is a financial advisor at Diversify Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at FirstPurpose Wealth for nine years. Outside of his advisory role, Olsen is a tax manager and partner at FirstPurpose Tax, providing tax and accounting services to clients. Diversify Wealth Management offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and provides both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Joshua Thayne is a financial advisor at Portside Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at GreenStreet Mortgage and Johnston Rogers LLC. Outside of his advisory work, he is an owner/member of Pinewood LLC, a personal business entity. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, pension consulting, and other services, utilizing tailored investment approaches that combine fundamental, technical, and modern portfolio theory.

Sara Lewis is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Fidelity Investments and Primerica Advisors. Prior to her financial career, she was employed in healthcare and education roles. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and customized investment solutions. The firm employs a strategic asset allocation approach overseen by an investment committee and combines a scaled independent IAR network with TAMP services for other registered investment advisers.

Brent Christensen is a financial advisor at Portside Wealth Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TownSquare Capital, Aventus Wealth, and Fidelity Investments. He is also an independent life insurance and annuity sales agent through BC Consulting LLC. 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 using tailored mandates and a blend of investment approaches, alongside affiliated legal and accounting expertise.

Mark Mckell is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Townsquare Capital LLC for three years and has been the owner and president of McKell Partners, offering fixed life and annuity products, since 2001. Outside of advising, he serves as a non-voting advisory board member for a construction company and manages its 401(k) plan. Portside Wealth Group is an SEC-registered multi-advisor firm providing discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment analysis and offers related legal and accounting services through affiliated professionals.

Hunter Huillet is a financial advisor with Triad Wealth Partners, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at Cetera Wealth Services, LLC, and has also been affiliated with Renaissance Financial, where he served as a financial advisor. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and model portfolios. The firm operates a combined business model that includes an independent IAR network and a TAMP, managing over $1.5 billion in regulatory assets.

Alexander Haviland is a CFP® with 11 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has previously worked at DFPG Investments, Inc. and LJCooper Capital Management. Outside of advising, he serves on the board of directors for NEXT STEP WAREHOUSES as a financial strategist and owns an accounting and tax services business. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm uses a tactical diversification and asset allocation approach employing multiple platform options and a broad range of investment instruments.

Alex Long is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. He previously worked at DFPG Investments, Inc. and FirstPurpose Wealth. Outside of his advisory role, he owns and provides strategic planning for an accounting and tax services firm. Diversify Wealth Management, LLC offers investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs a tactical diversification approach across multiple platform options and investment instruments to meet client objectives.