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 financial advisor at CW Advisors, LLC with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Rovin Capital and Goldman Sachs. Pierce is a member of the investment committees at Six Peak Capital Management, LLC and Rovin Capital. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee, and offers a range of wealth management, financial planning, family office, and retirement advisory services.

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 seven years of industry experience. His prior work history includes roles at firms such as MassMutual Life Insurance Co. and Fidelity Investments. Outside of his advisory role, he is involved in insurance brokerage and works in various delivery and warehouse positions. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients, managing approximately $2.88 billion through a range of proprietary and third-party strategies on a sub-advisory platform.

James Houston is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. He previously worked at DFPG Investments, Inc. and Riggs Capital Management. Houston is also managing member of Rockbeds Enterprises, LLC, a holding company for his Merit stock. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach centered on centrally managed portfolios, allowing advisors to customize strategies for their clients.

Andrew Flanders is a financial advisor at Foundations Investment Advisors LLC with a Series 65 license and one year of industry experience. His prior work includes roles at Stauffer Retirement Planning, Tandem Ventures, and Brigham Young University. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses model portfolios and an asymmetric rebalancing approach, combining fundamental, technical, and cyclical analysis, and often employs third-party sub-advisers and custodians such as Schwab, Fidelity, and Pershing.

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 20 years of industry experience. He has held roles at Innovative Mortgage Alliance, LLC and C & E Financial Group, Inc., among others. Outside of advisory work, Corrigan serves as president and CEO of Pioneer Resource Management, a health supplement consulting and sales business. Global View Capital Management provides discretionary investment management and financial planning for individuals, trusts, corporations, and retirement plans, using a quantitative and technical investment approach guided by proprietary algorithmic research. The firm offers multiple managed account options, including a low-cost, ETF-only program and third-party platform integrations.

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 a Series 65 designation. He has one year of industry experience and has previously played football at Brigham Young University and professionally in the National Football League. CW Advisors serves a diverse clientele including individuals, high-net-worth families, trusts, estates, and charitable organizations, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach utilizing both active and passive strategies, alongside third-party and internally managed portfolios.

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 with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Kingswood Capital Partners and Kingswood Wealth Advisors since 2024, with previous roles at Xton Financial and MyWallSt Advisory. Outside of his advisory work, he manages Bridgerland Financial Advisors, LLC, and is involved in offering fixed life and annuity insurance products through Simplicity / EPG. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform, integrating affiliated financial entities and supporting insurance-linked accounts.

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 in Pleasant Grove, UT, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior work includes a long-standing position as a teacher with Jordan School District since 1998. Jensen is involved in marketing and sales activities for affiliated advisory and insurance services within the Global View Capital network. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a model-based investment approach using technical and quantitative methods supported by proprietary algorithmic research and offers multiple portfolio options, including a Personalized Managed Account Program and a low-cost ETF-only platform.

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.

Elizabeth Guerrero is a financial advisor at Capita Financial Network, LLC with a Series 65 credential and four years of industry experience. Her prior work includes roles at EP Wealth Advisors and Financial Insight Center, as well as positions outside finance at Cat Cora's Kitchen and Utah Community Action. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses with financial planning and discretionary investment advisory services. The firm uses client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, and manages accounts across a variety of investment types.

Nathan Vought is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Morgan Stanley and Foresight Wealth Management. B.O.S.S. Retirement Advisors provides 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 utilizes model portfolios and outside managers to construct diversified allocations and primarily delivers services through co-managed arrangements and referrals to third-party money managers.