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.

Timothy Whipple is a CFP® with 29 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has held roles at DFPG Investments, Inc., FirstPurpose Wealth, L J Cooper Capital Management, and Whipple Financial, Inc. Outside of advisory work, he serves as CFO of Brixton Partners, a company involved in subdividing and selling warehouse units, and sits on the boards of several charitable organizations including A Child's Hope Foundation and Lifting Hands International. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary standards.

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.

Jason Mcmullin is a financial advisor at Diversify Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DFPG Investments, Inc., LJCOOPER Capital Management, LLC, Cambridge Investment Research Advisors, and Strategis Financial Group, Inc. Since 2005, he has also served as a tax advisor heading an accounting and tax services department at FirstPurpose Tax. 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 institutions. The firm manages approximately $4.1 billion in assets and utilizes a tactical diversification approach with a range of platform options and investment instruments tailored to client objectives.

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.

Sam Deaver is a CFP® with 11 years of industry experience currently serving at Diversify Wealth Management, LLC. He has previously worked with DFPG Investments, Inc. and LJCooper Capital Management. Outside of advising, he produces media content for a mountain bike–focused YouTube channel and prepares tax returns for clients. 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 tactical diversification and a mix of internal and third-party strategies across multiple platform options.

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.

James Spainhower is a financial advisor at Diversify Wealth Management, LLC in Orem, UT, holding the ChFC® designation with 25 years of industry experience. He has been affiliated with DFPG Investments, Inc. since 2011 and FirstPurpose Wealth since 2008. Outside of advising, he manages Rising Sun Cattle Co., where he oversees finances, marketing, and breeding operations for wagyu and kobe-style beef. Diversify Wealth Management serves individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions with a tactically diversified investment approach. The firm offers financial planning, family office and corporate consulting, and portfolio management across multiple account types using a variety of investment vehicles and management platforms.

David Gardner is a financial advisor at Diversify Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and is also the managing partner of Caliber Wealth Management. Outside of his advisory roles, Gardner serves as president of 112 Ventures, a bookkeeping and tax planning business. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed and curated models, and incorporates both liquid and illiquid investments aligned with clients’ objectives.

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.

Kyle Moore is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 designation and has worked at firms including Precision Capital Management and Horter Investment Management. Outside of advisory work, he is involved with Action Solar, LLC, a renewable energy business. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches across various asset types and supports ERISA-related plan services.