Zachary Calder is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and Series 66 credentials and six years of industry experience. His prior roles include positions at Wells Fargo Advisors and Ensign Wealth Partners, where he is currently also associated. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a variety of portfolio management and financial planning services.

Peter Mallett is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and IHT Wealth Management. Outside of his advisory work, he owns Mallett Design LLC, where he develops tennis racquet grips. NewEdge Advisors serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Collin Porter is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*Trade Securities. 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 connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management through various managed account programs.

Diana George is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at firms including Merrill, Key Bank NA, and Key Investment Services LLC. Outside of her advisory role, she serves as a board member, Finance Committee Chair, and Treasurer for the Girl Scouts of Utah. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of solutions including ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with substantial assets.

Peter Vars is a CFA® charterholder with 24 years of industry experience. He has been with Oppenheimer and Oppenheimer Investment Management Inc. since 2005, based in Salt Lake City, UT. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies to develop client solutions.

Bradley Hansen is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. He has been with D.A. Davidson since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a general partner at Hansen Hollow LLC, which involves managerial duties outside of market trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory services under fiduciary standards and is also active in municipal advisory and underwriting, which differentiates it within the enterprise advisory space.

Logan Haydel is a Series 65-licensed financial advisor with Private Advisor Group, LLC and has three years of industry experience. His prior roles include positions at Prestige Wealthwide and Flow Point Partners. Haydel provides investment advice under the business name Rockwell Advisors through Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, employing a variety of analytical approaches and customized client solutions.

Levi Port is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with CWM, LLC and has worked at Crest Financial Partners, ARS Investment Advisors, and FirstPurpose Wealth. Levi also holds a licensed insurance agent role, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Elliott Back is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers model- and customized-portfolio management options and acts as adviser to a donor-advised fund.

Miles Harkleroad is a financial advisor at Lincoln Investment with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2012. He is also associated with Financial Integrity Group, where he has been active since 1993. Outside of his advisory work, Harkleroad participates in the Heritage Study Group, an educational study group focused on sharing investment ideas. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and dynamic investment approaches supported by an in-house Investment Management & Research team.

Max Hanks is a CFP® and Series 66 registered financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. His prior work includes roles at RH Advisors, Eagle Strategies LLC, NYLIFE Securities LLC, and Winward Financial. Outside of finance, he has experience working with the Church of Jesus Christ of Latter-Day Saints and involvement in the restaurant and sales industries. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers a range of financial planning, asset management, and retirement consulting services to individuals, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Matthew Lorenzo is a financial advisor with Empower Advisory Group in Bountiful, UT, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management. Outside of finance, he is a 10% partner in LiquidShop, a company that develops manufacturing software for the Netsuite platform. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and savings rates through integrated services tied to Empower’s recordkeeping and administrative platforms.

Jonathan Mckenzie is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd in Salt Lake City, UT. He has worked at Stratos Wealth Partners and LPL Financial since 2021, with prior experience at CUSO Financial Services and Financial Network. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Diggaj Chapagain is a financial advisor at Mercer Global Advisors Inc. based in Salt Lake City, UT. He holds a Series 65 designation and has one year of industry experience, including prior roles at Fidelity Investments, Wilson Wealth Management Inc., Crewe Advisors, and Zions Bancorporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and private funds, offering both discretionary and non-discretionary solutions.

Cody Thomas is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Sapphire Wealth Management and involvement with BYU. Outside of finance, he has worked with Climb Works Keana Farms and the Loveland Living Planet Aquarium. 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 blending passive and active managers, overseen by an internal Investment Committee.

Adam Olds is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience at Farmington Peak Estate Planning and Artec Industries. 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 certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns through proprietary and third-party methodologies.

Jeron Collins is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley, Thrivent Financial, and Harrisdirect LLC. Outside of his financial advisory role, he serves as the Elders Quorum President in his local congregation of The Church of Jesus Christ of Latter Day Saints. 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 with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Andrew Morin is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including ALPS Distributors, Wasatch Advisors, and GE Healthcare. Outside of his advisory role, he co-owns and creates content for several YouTube channels focused primarily on entertainment and education. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Andrew Mathis is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds the Series 66 designation. Prior to joining D.A. Davidson, he worked in various roles including finance clerk for the Church of Jesus Christ of Latter Day Saints and has experience as a piano teacher. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Gabriel Maires is a financial advisor at CWM, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining CWM, he worked at Edelman Financial Engines, Morgan Stanley, and Cetera Advisor Networks. Outside of finance, his background includes roles in marketing and credit union services as well as teaching at Utah Valley University. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management with model portfolios, third-party sub-advisors, and tools like Orion Custom Indexing and iCapital access.