Kanan Mehren

Dalton Forsythe is a financial advisor at TenCap Wealth Coaching with Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at MassMutual Life Insurance Company and MML Investors Services, and currently serves as CFO and board member of the Inclusive Sports Foundation, a nonprofit focused on inclusivity in sports for special needs individuals. He is also the Assistant Athletic Director of Name, Image, and Likeness (NIL) at Utah State University. TenCap Wealth Coaching provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and co-advisory services with third-party managers, operating from multiple offices and maintaining affiliations with other investment advisers and an insurance entity.

Steven Kira is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation and Highland Capital Brokerage. He is also the owner of Town & Country Golf, a business he has operated since 1981. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

William Krzesinski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior work includes nine years at Lincoln Financial Securities Corporation. He is also the owner of WMK Capital Management, where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent professionals and multiple account platforms.

Stephen Sugai is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 51 years of industry experience, including 16 years with Lincoln Financial Securities Corporation prior to joining LPL Financial in 2024. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.