The Team | THRIVE

01 | YOUR DAY-TO-DAY

The Thrive Team

The people you actually talk to, who know your name and your story and keep everything moving.

Mindy Perez

FOUNDER & WEALTH ADVISOR

Mindy Perez is the founder of Thrive Advanced Wealth Management, an independent firm built on the belief that wealth should help people live with greater confidence, freedom, and purpose.

With more than a decade in financial services, Mindy helps individuals, families, and business owners navigate wealth, retirement, protection, and long-term financial decisions. She began her career with Smart Financial in 2013 and, in 2024, purchased the firm's client relationships and business assets, creating the foundation for Thrive.

Before financial services, Mindy worked as a personal trainer and health coach, shaping the coaching mindset she brings to clients today. She holds a bachelor's degree from Brigham Young University, a Series 65 license, Life & Health Insurance licenses, and the RICP® designation.

Outside of work, Mindy enjoys life with her husband and their four children.

Kaeta Masten

ADMINISTRATIVE ASSISTANT

Kaeta Masten is an Administrative Assistant at Smart Financial, where she supports daily operations and helps deliver exceptional service to clients and team members. She brings experience in legal administration, having previously served as a Legal and Financial Administrative Assistant at Igloo Products Corp., along with several years of customer service experience.

She earned a Bachelor of Science in Psychology from Brigham Young University and is fascinated by the connection between human behavior and financial decision-making.

Originally from Houston, Texas, Kaeta is excited to continue growing her career in the financial industry while helping support clients and colleagues through strong organization, attention to detail, and a commitment to learning. Outside of work, she enjoys spending time with family, exploring the outdoors, and trying new recipes.

Kristen Despain

CLIENT SERVICES & PROCESSING SPECIALIST

Kristen Despain has been serving clients in the financial industry for the past five years.

Before joining Smart Financial, Kristen spent four years as a Consumer Loan Officer at Utah Community Credit Union (UCCU), where she enjoyed helping members navigate important financial decisions with confidence. Whether it was financing a vehicle, consolidating debt, or finding the right lending solution, she found the most rewarding part of her role was building relationships and making the lending process feel approachable and stress free.

Kristen is currently pursuing a degree in Mechanical Engineering with an emphasis in Aerospace Engineering. She has always had a genuine interest in personal finance and enjoys helping individuals and families prepare for retirement by utilizing the planning tools and resources Smart Financial has to offer.

Outside of the office, Kristen loves traveling the world during the summer and spending her winters on the slopes, making the most of every season.

02 | BEHIND THE SCENES

Investment & operations

Two established firms give Thrive institutional strength in portfolio management, research, compliance, and operations, so your plan is built on a solid foundation.

PORTSIDE WEALTH GROUP | WWW.PORTSIDEWEALTH.COM

Will Snider

CHIEF OPERATING OFFICER / CO-FOUNDER OF PORTSIDE WEALTH GROUP

Will entered the financial services industry in 2013, gaining experience in front-office operations before becoming licensed and shifting to back-office RIA and broker/dealer operations. He has helped build and scale multiple businesses' operations and assisted dozens of advisors in their transitions to independent RIAs. Prior to that, Will served in the Army for 9 years and obtained a degree in International Relations from BYU.

Will is a FINRA Series 66 licensed financial professional and holds a PMP (Project Management Professional)® designation.

Staci Compagno

CHIEF COMPLIANCE OFFICER | CO-FOUNDER OF PORTSIDE WEALTH GROUP

Staci brings over 25 years of management and supervision experience, and prides herself in having developed and implemented robust compliance, risk assessment, advertising, supervisory, and training and monitoring programs. Staci has successfully guided broker/dealer and RIA firms through many regulatory audits and has helped multiple offices transition between firms.

Staci has earned Series 24, 7, 63, 66 and 53 securities registrations, along with successfully earning the CRCP (Certified Regulatory Compliance Professional)® designation.

Kurt Brown

CO-FOUNDER OF PORTSIDE WEALTH GROUP

Kurt has nearly 25 years of experience managing portfolios for Fortune 500 companies, hedge funds, university endowments, and individual accounts. Prior to co-founding Portside Wealth, Kurt was founder and CIO of TownSquare Capital (now Orion OCIO). Kurt previously co-founded MircoBenefits China—an employee engagement platform for factory workers in China—and is on the Founder's Board of the Ballard Center for Economic Self Reliance at BYU.

Kurt holds a FINRA Series 65 registration.

ORION OCIO | TOWNSQUARE CAPITAL

OUTSOURCED CHIEF INVESTMENT OFFICER

The Orion OCIO provides access to professional portfolio management, trading, and back-office capabilities without building those functions in-house. Orion OCIO, powered by TownSquare Capital, offers us a complete suite of investment and operational services.

Orion OCIO covers four areas: investment management and research, outsourced trading, client-facing advisory support, and back-office operations.