Nichole Brown is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her previous roles include positions at Insight Global/Goldman Sachs and Wells Fargo Advisors. Outside of her advisory work, she is employed as a cashier at Burlington Coat Factory. TIAA-CREF's Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

Joseph Hill is a financial advisor with Planmember Securities Corporation in Kaysville, Utah, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes roles at Planmember Securities since 2014 and involvement with multiple related businesses focused on financial education, retirement planning, and insurance services. Outside of advising, he is also engaged in land development through a family LLC. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while offering education and support services to plan sponsors and participants.

Kenneth Kochiss is a financial advisor with Empower Advisory Group in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Heritage Capital, and the University of Connecticut. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered through a model integrated with Empower’s recordkeeping and administrative platforms.

Sarah Christensen is a CFP® at Cerity Partners LLC with three years of industry experience. She has worked at Cerity Partners since 2023 and previously held roles at Lumina Financial, KAC Financial Services, the University of Utah, and LDS Business College. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Alan Hodgson is a CFP® professional with 37 years of industry experience, currently affiliated with CWM, LLC since 2024. His prior roles include positions at United Planners' Financial Services of America, ARS Investment Advisors, Allegis Investment Advisors, Allegis Investment Services, and Advanced Retirement Strategies. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm utilizes model portfolios managed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions with fiduciary oversight.

Clara Thomas is a financial advisor at D.A. Davidson & Co. based in Salt Lake City, UT. She holds a Series 66 designation and has been in the industry since 2026. Her prior experience includes roles in education and nonprofit settings, such as the FJ Management Center for Student Success at Utah State University and Bountiful High School, as well as involvement with The Church of Jesus Christ of Latter-Day Saints. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm offers a range of services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and specialized wealth management for high-net-worth clients.

Sivakrupa Sukavaneshvar is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Goldman, Sachs & Co. from 2017 to 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services under a fiduciary standard, including retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals.

Brooke Smith is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with 32 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

Michael Gibbs is a financial advisor at CWM, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including United Planners' Financial Services of America and Allegis Wealth Advisors. In addition to his advisory role, he operates an independent insurance business and holds a longstanding vice president position at Corporate Benefits Inc. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, foundations, and institutions. The firm manages portfolios on a discretionary basis using model strategies developed by an internal Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

Joseph Paul is a Series 66-licensed financial advisor at Rockefeller Financial LLC with nine years of industry experience. He has worked at Rockefeller Financial since 2019 and previously at Axiom Capital Management Inc. and HighTower Securities, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both a registered investment advisor and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

Stephen Calder is a CFP® with 22 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He previously worked at Wells Fargo Advisors Financial Network LLC for 14 years and is involved in other business activities including ownership of The Calder Financial Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Nick Bapis is a financial advisor with Rockefeller Financial LLC and holds a Series 63 designation. He has 53 years of industry experience, including prior roles at Hightower Advisors, Axiom Capital Management, and Rock & Co. He serves as a trustee or co-trustee for several client accounts, including family members and close family friends, without compensation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services while operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Tracy Kennard is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining TIAA-CREF in 2023, Kennard worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of advising, Kennard and his wife own a long-term rental property currently occupied by family. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolio options under a fiduciary standard.

Kara Weston is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Valic Financial Advisors since 2017 and also holds a position with Agia focused on non-securities insurance products. Outside of her advisory work, she and her husband produce and sell baked goods as a hobby. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing options such as Tax Overlay and Impact (ESG) Overlay services.

Charles Reimers is a financial advisor at Cetera Planning Partners with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Burrus Financial Services, Scottrade, and Avantax Planning Partners. Reimers is based in Salt Lake City, UT. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning along with tax planning, bookkeeping, payroll support, and estate-planning services, using a diversified investment approach tailored to client objectives through a formal planning process.

Richard Gallacher is a financial advisor with Stratos Wealth Partners, Ltd in Salt Lake City, UT. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Lincoln Financial Advisors and LPL Financial. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Brian Weese is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including roles at IHT Wealth Management and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services, including portfolio management, financial planning, and retirement consulting, utilizing a variety of program structures and technology tools to support client and advisor needs.

Darren Rowe is a financial advisor at Key Investment Services LLC in Salt Lake City, UT, with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at KeyBank for 14 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations, ongoing monitoring, and due diligence of third-party advisory products.

Austyn Whittenburg is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He previously worked at Lincoln Financial Advisors for eight years and has been with Stratos and LPL Financial since 2019. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional organizations, offering a range of services such as financial planning, advisor-managed portfolios, model portfolios, and retirement consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party strategies across multiple platforms and custodians.

Marcus Nield is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily at D.A. Davidson & Co. since 2015, with a brief tenure at Moreton Asset Management and Brean Capital, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and serves under the Advisers Act fiduciary standard and ERISA fiduciary duties.