Brian Moore is a financial advisor at Corient with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, LLC and Zions Direct. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Scott Phillips is a financial advisor with Centaurus Financial, Inc. in Salt Lake City, UT, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including nearly two decades with Centaurus Financial and over 45 years operating Phillips Financial. Outside his advisory role, he consults with specialized professionals on business risk reduction and tax strategies and provides services related to cash flow, business succession, and employee benefit planning. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary approaches with a combination of fundamental, technical, bottom-up, and top-down analysis.

Jonathan Pinnock is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Commonwealth since 2002, following one year at Signator Investors, Inc. Outside of his advisory role, he co-owns interests in a boat and an airplane. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

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 is based in Salt Lake City, UT. Outside of his advisory role, Hansen is involved in welder and metal design work. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs combining proprietary and third-party strategies.

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.

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.

Breck Fullmer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 26 years of industry experience. He has worked at John Hancock Mutual Life, Signator Investors, and Huntsman Cancer Institute since 1999. Outside of his advisory work, he is involved in several business ventures, including ownership interests in financial and real estate entities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.

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.

Zachary Bitner is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network. His prior work includes over a decade at Alta Capital Management. Outside of his advisory role, he is co-owner of Roni Ranch, LLC, an entity involved in managing commercial real estate in Utah. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and support services that include investment management, technology, and compliance, enabling advisors to offer tailored portfolio solutions under the firm’s supervision.

Justin Bitner is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including 24 years with Commonwealth. Bitner is president and owner of JGB Financial Services, Inc., and part owner of Sterling Financial Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering access to a broad range of securities and insurance products.