Shane Roghaar is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2000. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both one-time planning services and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Arthur Leo is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, having worked at Valic Financial Advisors since 1999 and also serving as an agent with Agia since 2022. Outside of his advisory role, he is involved with non-securities insurance products through his position at Agia. Valic Financial Advisors primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jeffrey Hansen is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at both firms throughout his career, based in Salt Lake City, UT. Outside of advising, Hansen is involved in welding and metal design as a non-investment activity. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

Mackenzie Huish Casey is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to joining TIAA-CREF in 2022, Casey worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Casey serves on the board of the Utah Down Syndrome Foundation, contributing to the direction of educational and social programs for individuals with Down syndrome and their families. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing portfolio management, offering model or customized portfolios under a fiduciary standard.

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® affiliated with Cerity Partners LLC in Salt Lake City, UT, with one year of industry experience. She has previously worked with Lumina Financial, KAC Financial Services, and held roles at the University of Utah and LDS Business College. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm delivers customized wealth management services through a client-specific investment framework that incorporates quantitative screening, manager selection, and both third-party and direct security strategies, alongside alternative and private market solutions for qualified clients.

Alan Hodgson is a CFP® professional at Carson Wealth with 37 years of industry experience. His prior roles include positions at ARS Investment Advisors, Allegis Investment Advisors, and United Planners' Financial Services of America. He currently works in Centerville, UT. Carson Wealth operates an enterprise platform with over 650 advisors, managing approximately $50.6 billion in assets. The firm provides discretionary asset management, financial planning, retirement plan services, and access to alternative investments, supported by an Investment Committee that oversees model portfolios and customized solutions.

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. They hold Series 66 and Series 63 licenses 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 employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

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 with Carson Wealth and holds Series 63 and Series 65 licenses. He has 29 years of experience in the financial services industry, including roles at United Planners' Financial Services of America, ARS Investment Advisors, and Allegis Wealth Advisors. In addition to his advisory work, he has operated independent insurance businesses since 1989. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and offering customized solutions such as Orion Custom Indexing and access to alternative investments.

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 credential and has nine years of industry experience. Prior to joining Stratos in 2019, he worked at Lincoln Financial Advisors from 2016 to 2019. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering a range of advisory services through an open-architecture platform that integrates multiple third-party managers and customized portfolio solutions.