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.

Dustin Sutton is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, he serves as president of Silver Key Benefits, an insurance sales company. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines internally managed, third-party, and advisor-managed models.

Gregory Brown is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP® and ChFC® designations and more than 42 years of industry experience. He has been with Hornor, Townsend & Kent since 2013 and also has a long tenure with Penn Mutual starting in 2004. Outside of his advisory roles, he operates a multi-line insurance brokerage focused on life, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

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.

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 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Fidelity Insurance Agency 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Brian Wade is a financial advisor at Key Investment Services LLC with 25 years of industry experience, including 20 years at his current firm. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Secretary for the Boundary Springs Waters Users Association, managing organizational duties for a local water share benefiting area homeowners. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and maintaining oversight through product due diligence and supervisory reviews.

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 credential and 18 years of industry experience. Prior to joining Stratos in 2022, she worked at Morgan Stanley for five years and Merrill for ten years. She serves on the board of the Utah Blues Society. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm’s approach combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary management across multiple platforms and custodians.

Kai Granados is a financial advisor with Empower Advisory Group in Murray, Utah. He holds Series 66 and Series 63 licenses and has been with Empower since 2026. Prior to that, he worked briefly at Morgan Stanley and has professional experience in various roles including military service in the U.S. Air Force. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as retail IRA and brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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, Series 65, and Series 66 designations and has previously worked at Ameriprise, Bank of America, Merrill, and U.S. Bancorp Investments. Outside of his role at D.A. Davidson, he manages an advisory business at Fredrickson and Associates, Inc. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and provides both non-discretionary and discretionary retirement plan advice, comprehensive financial planning, and specialized wealth management for high-net-worth clients.