Brock Andersen is a financial advisor at RFG Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and J.P. Morgan since 2016. Andersen joined RFG Advisory in 2026. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments through a range of model strategies and third-party platforms.

Jacob Taggart is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 credential. He has been with the firm since 2025 and previously worked in roles at the City of St George, Utah Tech University, and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Karla Church is a financial advisor at B.O.S.S. Retirement Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has worked with B.O.S.S. Retirement Solutions and B.O.S.S Retirement Advisors since 2018, following a two-year tenure at New Millennium. 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, emphasizing co-managed arrangements with AE Wealth Management and referrals to third-party money managers or platform providers.

Avery Jackson is a financial advisor at Capita Financial Network, LLC with a Series 65 designation and one year of industry experience. Prior to joining Capita in 2025, Avery held positions at Goldman Sachs and spent time in educational roles at Brigham Young University and Summit Academy Schools. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement. The firm serves individual and high-net-worth clients, 401(k) plans, and small businesses, implementing risk-based model portfolios sub-advised by third-party managers and offering access to private funds and fund-of-fund structures.

Kimball Pierce is a ChFC® with 18 years of industry experience, currently serving as an advisor at CW Advisors, LLC. His prior roles include nine years at Rovin Capital and seven years at Goldman Sachs. He is a member of the investment committee at Six Peak Capital Management, LLC, a management company for special purpose vehicle entities. CW Advisors is a multi-team advisory firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG-oriented strategies with centralized investment oversight.

Michael Kunzler is a CFP® and ChFC® with 28 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, joining in 2026. Prior to this, he spent nearly three decades at Northwestern Mutual in various roles across wealth management and investment management. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various portfolio management solutions, combining fundamental, technical, and cyclical analysis with client-imposed restrictions and a range of asset types.

Herbert Franco III is a financial advisor with Regal Investment Advisors LLC holding Series 63 and Series 66 licenses and has seven years of industry experience. His background includes roles at firms such as MassMutual Life Insurance Company, Fidelity Investments, and Prudential Insurance Company of America. Outside of his advisory work, he is engaged in insurance brokerage and various food delivery and warehouse associate positions. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to SEC- and state-registered advisers and their clients. The firm manages a broad sub-advisory platform of proprietary and third-party strategies, focusing on trade execution and portfolio management while working through a network of primary advisors.

James Houston is a CFP® professional with 29 years of experience in the financial services industry. He currently serves as an advisor at Merit Financial Advisors and has prior experience at DFPG Investments, Riggs Capital Management, and Turnberry Financial Services. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally overseen models and customized solutions, providing a range of coordinated wealth management services.

Hayden Adams is a financial advisor at B.O.S.S. Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Fidelity Investments and Utah Valley University. Adams served in the U.S. Marine Corps from 2019 to 2022. 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 and primarily uses co-managed arrangements with AE Wealth Management and referrals to third-party money managers to construct diversified portfolios.

Michael Corrigan is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Innovative Mortgage Alliance, LLC and C & E Financial Group, Inc. He is president and CEO of Pioneer Resource Management, a health supplement consulting and sales business. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, using proprietary research from its affiliate AdvisorGuide, LLC, and offers various managed account options including SMAs and a build-your-own ETF platform.

Tyler Steinkopf is a CFP® and ChFC® with 10 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Kenneth Tooke, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and with Mike Kunzler. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and consulting services and builds customized investment plans using fundamental, technical, and cyclical analysis delivered through various internally managed and third-party portfolio options.

Julie Mac Neil is a financial advisor at Tucker Asset Management LLC with four years of industry experience. She holds a Series 65 designation and has operated MacNeil Financial Services, providing insurance sales, since 2005. Outside of her advisory work, she is an author and motivational speaker with The 50 Year Secret, LLC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation approach with a mix of growth, fixed-income, alternative investments, and model-portfolio solutions.

Adam Lallas is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with B.O.S.S. Retirement Advisors, LLC and previously worked at Capstone Financial Advisors, Inc. He also provides tax preparation services as a sole proprietor in Payson, UT. B.O.S.S. Retirement Advisors offers 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 manages approximately $1.38 billion in assets and primarily operates through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, using model portfolios and external managers to construct diversified allocations.

Tyson Thacker is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He is involved in multiple business ventures outside of advisory work, including serving as CEO of Infinity Group Enterprises, a company engaged in financial services and real estate, and managing several other enterprises related to publishing, marketing, and solar energy. 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 model portfolio approach and external managers to construct diversified allocations while offering ongoing oversight and consulting services, primarily through co-managed arrangements and referrals to third-party money managers.

Connor Pay is a financial advisor at CW Advisors, LLC with Series 65 registration and one year of industry experience. Prior to his advisory role, he played professional football with the National Football League and was involved with Brigham Young University’s football program. He also attended Brigham Young University from 2020 to 2024. CW Advisors, LLC is a multi-team firm serving a wide range of clients including individuals, high-net-worth clients, trusts, estates, and various organizations. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, with centralized investment oversight and services that extend to other registered investment advisers and private funds.

Michael Costa is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and one year of industry experience. He is also the owner and producer of Summit Studios, a media production company that creates educational and promotional content for small businesses. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

Jacob Pulver is a financial advisor at Kingswood Wealth Advisors, LLC in Lehi, Utah, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Kingswood Capital Partners, Xton Financial, and MyWallSt Advisory. Outside of his advisory role, he is involved in offering fixed life and annuity insurance products as an insurance producer. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform and integrates affiliated financial entities to support insurance-linked account management.

David Whitworth is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 13 years at the firm and 9 years of industry experience. He holds the Series 65 credential. 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 and delivers ongoing services primarily through co-managed arrangements with AE Wealth Management and by referring clients to third-party money managers.

Marc Jensen is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has been with Global View Capital Management since 2014 and also works as a teacher with Jordan School District, a role he has held since 1998. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach using proprietary research and manages models to specific objectives, with capabilities to extend discretionary management to held-away retirement plan assets.

Stace Jensen is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with IP Financial Advisory Services since 2020 and is also associated with Innovation Partners LLC. Additionally, he operates an insurance agency offering a range of health, disability, life, and long-term care insurance products. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting services. The firm employs a variety of analytical approaches and offers discretionary portfolio management, emphasizing service to non-high-net-worth investors and retirement plan participants.