Tanner Smith is a financial advisor at Capita Financial Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Capita since 2021. Prior to his advisory role, Tanner’s background includes positions at Lakeridge Construction and Southern Utah University. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm employs risk-based model portfolios sub-advised by third-party managers and offers access to private funds and fund-of-fund structures.

Andrew Angerbauer is a CFP® with six years of industry experience, currently with Capita Financial Network, LLC. His prior experience includes roles at Fidelity Investments, Merrill, and Bank of America. He is also involved with Andrew LA Enterprises. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving individual and high-net-worth clients, 401(k) plans, and small businesses through tailored financial plans and risk-based model portfolios.

Dale Black is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at several related firms including Purshe Kaplan Sterling Investments and Global View Capital Advisors, LLC. Outside of advisory roles, he manages Dalemar, Incorporated, a personal business entity. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research and execution infrastructure.

Michael Gardner is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has a background in sales and marketing at Tile Traditions, where he worked for thirteen years. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach using ETFs and mutual funds, supported by proprietary research and execution infrastructure.

Brennon Bowen is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. His prior roles include positions at The Professional Financial Company, Arista Wealth Management, and Andina Capital Management LLC. Outside of his advisory work, Bowen is the head coach of the 12U Orem Tigers softball team and an adjunct professor at Utah Valley University. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating tax-aware techniques and specialized portfolio management.

John Gehrke is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Prudential Insurance Company of America, and MassMutual Life Insurance. 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 uses model portfolios and external managers to construct diversified allocations and primarily delivers services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Joshua Scott is a financial advisor at Capita Financial Network, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Divergent Wealth Advisors, Utah Valley University, HFG Trust, and World Financial Group. Capita Financial Network serves individuals, including retirees and high net worth clients, as well as 401(k) plans and small businesses, providing 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 a diverse range of investment vehicles.

Robert Palfreyman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He has previously worked at Morgan Stanley and E*Trade Securities. Palfreyman is also an adjunct faculty member at Brigham Young University, where he teaches online Excel classes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm operates through a model integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Chase Webster is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 65 designation and has previously worked at Personal Capital Advisors Corporation and Northwestern Mutual. Outside of financial services, he worked with Ute Crossfit/Factum Crossfit for three years. 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 clients. The firm delivers services through an integrated model linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and savings rates over short-term forecasts.

Michael Ball is a CFP® with 26 years of industry experience and currently advises at Focus Partners Wealth, LLC. His previous experience includes long tenures at Weatherstone Capital Management and roles at Transform Wealth and Kovitz Investment Group Partners. Outside of financial advising, he owns residential real estate under a separate business activity. Focus Partners Wealth serves individuals, families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with both internal and third-party resources.

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.

Phillip Barbaria is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Principal-affiliated firms since 2007. Outside of his advisory work, he owns a rental property managed by a third party. 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’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Austin Fields is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has prior experience at Eide Bailly Financial Services, LLC and Eide Bailly Advisors, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Reuben Rowley is a CFP® professional with six years of experience, currently affiliated with Eagle Strategies (a New York Life company). He has held roles at Mountain Sage Financial, LLC and NYLIFE Securities LLC, among others. In addition to his advisory work, he owns a business that brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across multiple program types and manages a significant portion of assets on a non-discretionary basis.

Kenneth Gibson is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the ChFC® and Series 66 designations. His career includes roles at Lion Street Advisors and Lion Street Financial, as well as longstanding involvement with Visionlink Corporate Insurance Services and The VisionLink Advisory Group, where he also serves as Senior Vice President managing marketing and client meetings. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, and retirement plan consulting utilizing various portfolio management approaches and multiple custodial platforms.

Garrett Niles is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Lido Advisors, Morgan Stanley Private Bank, Morgan Stanley, and E*TRADE Capital Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Jayci Jolley is a financial advisor at J. W. Cole Advisors, Inc. She holds a Series 66 designation and has been with J.W. Cole Financial since 2024. Prior to her advisory role, she has diverse experience including positions in education and healthcare, and she has operated Jo Jewelry since 2019. J.W. Cole Advisors operates a large network of independent advisors and offers a range of services including portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients.

Michael Kriechbaum is a financial advisor with Lincoln Investment in Cedar Hills, UT, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, and Jack Keeter & Associates, Inc. Outside of financial services, he has experience in retail and costume-related businesses. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, and retirement plans. The firm combines advisor-led consulting with model portfolio management supported by an in-house investment management team and third-party managers.

Adam Stewart is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at E*TRADE Securities, Morgan Stanley, and LPL Financial. He is based in Lehi, Utah. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Robert Wilson is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing Services and Fidelity Brokerage Services. He also receives trail commissions on health insurance contracts written before 2016 when he operated as an independent insurance agent. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.