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.

Bryant Armstrong is a financial advisor at Diversify Wealth Management, LLC in Orem, Utah, holding a Series 65 credential with eight years of industry experience. He has worked at LJCooper Capital Management since 2015 and previously at Private Capital Group from 2014 to 2017. Outside of advisory work, Armstrong is involved in tax advisory services at FirstPurpose Tax and participates in family investment and private venture companies. Diversify Wealth Management serves a diverse client base including individuals, high-net-worth clients, business owners, and institutions, offering comprehensive financial planning and portfolio management. The firm employs a tactically diversified investment approach across various platforms and includes alternative investments and options-based strategies in client portfolios.

Sarah Hindmarsh is a financial advisor at Diversify Wealth Management, LLC with four years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at DFPG Investments, LLC, FirstPurpose Wealth, Cbiz, Rockhouse Financial, and Utah Valley University. 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 employs a tactical diversification investment approach that includes a range of internal and third-party strategies across multiple platforms.

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 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.

Jon Brown is a financial advisor at Triad Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Stonebriar Wealth and CMND LLC. Brown is also actively involved in insurance sales and services through his role with Sempre Avanti, LLC, where he focuses on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering portfolio management, financial planning, and access to third-party managers and model portfolios. The firm combines discretionary management with customized strategies across various asset classes, supporting both individual investors and other registered investment advisers.

Laurie Hancock is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and three years of industry experience. She has been involved with Global View Capital firms since 2022 and also serves as vice-president and secretary of Scott Hancock Studio, Inc., a photography business she has been part of since 1985. Laurie’s outside interests include managing bookkeeping, photo retouching, and order processing for this long-standing family enterprise. Global View Capital Management provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, trusts, corporations, and retirement plans. The firm employs a research-driven investment approach that relies on quantitative and technical methods, offering both model-based portfolio management and a customizable ETF-only option.

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.

Rodney Johnston is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Global View Capital Management since 2014 and is involved in several other business activities, including a manufacturing and sales role at Audio Systems Group. Additionally, he serves as a Certified College Advisor assisting high school students and families with college planning. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using algorithmic research and offers a range of managed account options, including personalized SMA programs and ETF-only portfolios.

Brandon Hill is a financial advisor with Diversify Wealth Management, LLC in Orem, UT. He holds a Series 65 designation and has three years of industry experience. His prior work history includes roles at FirstPurpose Wealth, WCF, and FedEx Ground, as well as time spent in full-time education and extended travel. Diversify Wealth Management provides 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, businesses, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification investment approach across multiple platforms and a broad range of investment instruments.

Joshua Wright is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at several firms including Fathom Realty and Security National Mortgage Company. Outside of his advisory role, he is active in real estate as a project manager and realtor. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach based on technical indicators and operates a proprietary research platform to support its model-driven strategies.

Adam Taylor is a CFP® with 30 years of industry experience, currently serving at Diversify Wealth Management, LLC. He has held roles at DFPG Investments, Inc. since 2011 and LJCOOPER Capital Management, LLC since 2008. Outside of his advisory work, Taylor is an independent insurance agent and a passive investor in several businesses including a tax services firm and real estate holdings. 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, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach, utilizing a variety of internal and third-party strategies across multiple platform options.

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® 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 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.

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.

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.