David Anderson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Integrated Trust Systems and involvement with several entrepreneurial ventures, including Salt Hydration and Wellness, where he serves as a licensed physician providing medical education and consultations. He is also a member of DA Anderson LLC, a family-owned holding company. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and businesses. The firm delivers advisory services through a large network of advisors using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Roger Merrill is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 51 years of industry experience, including over 19 years at Merrill Financial Associates and more than 19 years with Commonwealth Financial Network. Outside of his advisory work, he manages several family-owned private entities related to estate planning and is a part owner of a private entity holding a houseboat. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including model portfolios and wealth management, while supporting advisors with operations, trading, technology, and compliance.

Tyler Johnson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Johnson Carpenter Wealth Management and Principal Financial Services. He holds a Series 66 license and has been involved with Principal Securities INC and Principal Life Insurance Company since 2014. Outside of his advisory roles, he is a partner at Johnson Carpenter Wealth Management, a legal partnership based in Modesto, CA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Bradley Whittaker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at the United States Census Bureau and ongoing involvement with WealthWave and Managed Wealth Financial. He is engaged in marketing activities related to insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers advisory services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers rather than discretionary trading by individual advisors.

Britney Carpenter is a CFP®-certified financial advisor with seven years of experience, currently practicing at Principal Financial Services. She is a partner at Johnson Carpenter Wealth Management and holds a Series 66 license. Her prior work includes roles at Principal Securities Incorporated, Principal Life Insurance Company, and Vicky Johnson. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Scott Peck is a financial advisor with Commonwealth Financial Network in Provo, UT, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Royal Alliance Associates Inc. He has conducted fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options.

Richard Turner is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and operated a proprietary business. Outside of his advisory role, he is a member of a family-run dog breeding business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan-specific investment lineups.

Tyler Bird is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 designation and one year of industry experience. He has been associated with J.W. Cole Financial, Inc. since 2019 and Arrivasure Wealth since 2015. Tyler also serves as an advisor at ArrivaSure Wealth, where he meets with clients and manages portfolios. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a nationwide network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on either a discretionary or non-discretionary basis.

Chuk Che is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 credentials and 11 years of industry experience. His background includes roles at Fidelity Brokerage Services, Morgan Stanley, and other financial and service companies. Outside of advisory work, he has been involved in entrepreneurial ventures such as Chuk's Kitchen and other business activities. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Willard Scott is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group dating back to 2001. Outside of his advisory work, Scott operates Elite Mobile Grooming, a business renting a heated grooming trailer for show horses, and serves as a trophy big game hunting and fishing guide through Hightop Outfitters. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with regulatory assets under management around $1.7 billion.

William Black is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 registrations and bringing eight years of industry experience. His prior engagements include roles with Revolution Financial Management, Legacy Shield, and Business Network International, where he participates as a chapter member focused on referral generation. He also has involvement with Legacy Shield, facilitating estate planning referrals through a subscription-based platform. Transamerica Financial Advisors serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Nathan Diede is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses. He has been with Empower Advisory Group and Empower Financial Services since 2026, following a year at Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages its recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

Cailen Hayes is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His work history includes roles at Audible, Inc., DebtMerica, and Integrated Trust Systems. Outside of financial advising, he works as an audiobook salesman for Audible and serves as a referral sales associate for Integrated Trust Systems, focusing on estate planning referrals. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Carrie Hughes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. In addition to her advisory role, she is involved in several outside activities, including serving as a State Central Committee Member for the Utah County Republican Party and participating on the advisory board of Crofter Market, LLC, a software company for direct sales. She also provides estate planning services through Intervivios, PLLC. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Ryan Lundquist is a financial advisor at Centaurus Financial, Inc. in Springville, Utah, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with Centaurus Financial since 2015, including its enterprise division since 2019, and previously worked at Ameriprise Financial Services in 2018. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with a combination of discretionary and non-discretionary management approaches.

Kevin O'Day is a CFP® professional with 43 years of experience in the financial services industry. He is affiliated with SPC and Parkland Securities, LLC, and has worked with LTCI Strategic Partners, LLC since 2010. His other business activities include offering long-term care and life insurance services through LTCI Strategic Partners. SPC serves a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and a variety of ERISA-related retirement plan services, employing both discretionary and nondiscretionary management strategies.

Gary Davis is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and having eight years of industry experience. His career includes roles at UpKeep LLC, LSPN Pro, LLC, WealthWave, and leadership positions in Impact Leadership Development, LLC, and The Impact Group Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, trusts, and corporations, offering both advisory and broker-dealer services with a combination of proprietary and third-party investment models to meet various client needs.

Ryder White is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses. He has recent experience at NYLIFE Securities LLC and New York Life Insurance Company, and has served in the Utah Army National Guard since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm’s integrated model connects financial planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

Logan Reid Reynoso is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing seven years of industry experience. His background includes roles at Weightless Financial and various entrepreneurial ventures such as ReidReynoso Enterprises LLC and LSPN Pro, LLC. He is also involved in mortgage lending through Innovative Mortgage Alliance and participates in business networking with Business Network International. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers for portfolio management and offers integrated retirement plan solutions and affiliated product distributions.

Kevin Grenko is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 designations. He has 21 years of industry experience, including roles at Transamerica Financial Advisors since 2012, Grenko Financial LLC from 2009 to 2024, and Wfgia since 2004. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach implemented through various program platforms and third-party managers, with regulatory assets under management of approximately $1.7 billion.