Jeffrey Ong is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and beginning his industry career in 2026. His prior experience includes roles at BYU-Idaho, Arrow Wealth Advisors, and The Church of Jesus Christ of Latter-Day Saints. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with oversight by an internal Investment Committee.

Scott Buchanan is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Insurance Agency, FIDELITY Personal and Workplace Advisors, and Fidelity Brokerage Services 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 ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Brian Wade is a financial advisor with Key Investment Services LLC in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Key Investment Services since 2006. Outside of his advisory work, he serves as Secretary for the Boundary Springs Waters Users Association, managing board communications and shareholder records. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices with ongoing monitoring and offers access to third-party discretionary managers while maintaining supervisory oversight across its programs.

Kari Moon Brown is a CFP® professional with Series 63 and Series 65 licenses, currently serving as a financial advisor at Creative Planning. She has two years of industry experience, including previous roles at Albion Financial Group and Verity. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process that incorporates low-cost indexing and supplemental strategies, supported by a broad range of affiliated non-investment businesses.

Jon Nielsen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Outside of advising, Nielsen is involved in a personal entrepreneurial venture related to real estate by managing a rental property held in an LLC with his wife. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advisory programs focused on asset allocation, contribution rates, and retirement age guidance. The firm integrates investment models and oversight from Morningstar Investment Management and manages a high volume of clients, emphasizing non-discretionary asset management.

Cydne Butler is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Morgan Stanley and Merrill prior to joining Stratos Wealth Partners and LPL Financial in 2022. She serves as a board member of the Utah Blues Society. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Michael Johansson is a financial advisor with TIAA-CREF in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at LPL Financial LLC, Zions Bancorporation, and Lincoln Financial Advisors Corporation. Outside of advising, he is a member of Johansson Holdings LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory services include both point-in-time planning and ongoing portfolio management, utilizing model portfolios or customized strategies managed under a fiduciary standard.

Bradford Sawyer is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Ameriprise, Bank of America, Merrill, U.S. Bancorp Investments, and U.S. Bank. In addition to his advisory role, he is employed by Fredrickson and Associates, Inc., where he manages an advisory business. D.A. Davidson & Co. provides investment advisory and brokerage services to clients including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and wealth management services under fiduciary standards, distinguishing itself with municipal advisory roles and affiliated custodial services.

Hale Mc Cullough is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Ameritas Advisory Services and Ameritas Investment Company since 2022 and is also associated with Boom Planning/Canvas Financial as an Associate Financial Planner. Prior to his advisory career, he held roles at Santa Clara University and Portland Parks & Recreation. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Melisa Portillo Leonardi is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Primerica Financial Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers both point-in-time planning and ongoing portfolio management through a range of model and customized portfolios.

Jed Dewsnup is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 20 years of industry experience. His prior work includes over a decade at Wells Fargo Advisors and roles at Steward Partners Investment Solutions, LLC and Ensign Wealth Partners, LLC. Outside of advisory work, he is the managing member of TeeBox, a golf simulator and gym business in Kaysville, Utah. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs.

Lucas Allen is a CFP® with 18 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. His prior experience includes roles at Fidelity Brokerage Services, LLC, Capita Financial Network, LLC, Landmark Wealth Advisors, LLC, and Prestige Wealthwide, LLC. He is a managing member and owner of JLA Financial, LLC, which he operates independently from Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports held-away account management through various third-party platforms and custodians.

Rodrigo Garay is a financial advisor at CWM, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Carson Wealth. Garay also serves as adjunct faculty for business and language courses at Salt Lake Community College and the University of Utah and is an accredited advisor for the Capitaliz Value Acceleration system. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios with a blend of fundamental and technical analysis and third-party sub-advisors.

Steven Cox is a CFP® with seven years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2019. He also maintains a role with Scott D. Phillips, where he has been involved since 2016. Outside of advisory work, Cox provides life coaching services through Sound Coaching, Inc., focusing on individual, family, and business clients. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of analytical approaches and provides both discretionary and non-discretionary portfolio management, as well as specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Andrew Burdick is a financial advisor at Empower Advisory Group based in Salt Lake City, UT. He holds a Series 66 designation and has been active in the industry since 2026. Prior to joining Empower, he worked at The Investor's Edge from 2024 to 2026 and has experience in education and nonprofit sectors. 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 select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Isaac Gwinn is a financial advisor at Corient in Salt Lake City, holding the CFP® designation and Series 65 license with four years of industry experience. Prior to joining Corient in 2025, he worked at WCG Wealth Advisors, LLC, and V Wealth Advisors LLC. Outside of his advisory role, he serves as a referee for recreational soccer and volleyball. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and offers specialized services such as family office and corporate trustee offerings.

Traci Carrion is a financial advisor with TIAA-CREF in Salt Lake City, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior firms include Raymond James, Allstate Financial Advisors, and Morgan Stanley Smith Barney. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model and customized portfolios through its managed account programs and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jeremy Hancock is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Goldman Sachs, Edward Jones, Merrill, Bank of America, Raymond James, Columbia Bank, and active duty service in the United States Army. He is also an associate with Columbia Wealth Advisors. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm employs a diversified, risk-class based investment approach blending passive and active managers, supported by an internal Investment Committee and multiple implementation tools.

Thomas Sautel is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding a Series 66 credential and five years of industry experience. His work history includes positions at Agia and The Prudential Insurance Company of America. Outside of his advisory role, he competes as a professional disc golfer in local tournaments. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and multiple wrap programs through a large network of investment advisor representatives.

Zachary Ford is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial, CUSO Financial Services, America First Credit Union, and OSF International. TIAA-CREF’s Advice & Planning Services division 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.