Rodney Walker is a CFP® with 25 years of industry experience, currently serving at Portside Wealth Group, LLC since 2023. His prior roles include positions at TownSquare Capital, LLC, DFPG Investments, INC, and Allegis Investment Services. He is also active as a wealth consultant in the insurance sector through Brevity Wealth Solutions. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate entities. The firm utilizes tailored discretionary mandates and a blend of fundamental, technical, and modern portfolio theory in its investment approach, with affiliated legal and accounting professionals providing integrated services.

Nathan Grenko is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 designations and with 12 years of industry experience. He is the owner of Grenko LLC, a business involved in the sale and maintenance of life insurance and securities products. His prior experience includes roles at Bank of American Fork and World Financial Group. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides a range of investment programs and access to third-party money managers, with assets under management exceeding $2 billion as of year-end 2025.

Bradley Cobb is a financial advisor with Eagle Strategies (NY Life) based in Provo, UT. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including over two decades with New York Life Insurance Company and affiliated entities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and corporate clients. The firm emphasizes tailored advice and offers multiple program types, with most assets managed on a non-discretionary basis.

Robert Palfreyman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He has previously worked at Morgan Stanley and E*Trade Securities. Palfreyman is also an adjunct faculty member at Brigham Young University, where he teaches online Excel classes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm operates through a model integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Chase Webster is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 65 designation and has previously worked at Personal Capital Advisors Corporation and Northwestern Mutual. Outside of financial services, he worked with Ute Crossfit/Factum Crossfit for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s administrative platforms, emphasizing long-term portfolio returns and savings rates over short-term forecasts.

Tarl Reynoso is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He co-owns and teaches at Fat Snake Jiu Jitsu, a martial arts school, where he conducts self-defense classes and manages digital advertising campaigns. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Wyatt Larsen is a financial advisor with Rockefeller Financial LLC in Provo, Utah, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He previously worked at UBS Financial Services Inc for eight years before joining Rockefeller Financial. Larsen serves as a trustee for Meadowbrook School of Weston, a private school in Massachusetts. 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 a range of portfolio management, financial planning, and consulting services, combining a Private Advisor model with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Michael Ball is a CFP® with 26 years of industry experience and currently advises at Focus Partners Wealth, LLC. His previous experience includes long tenures at Weatherstone Capital Management and roles at Transform Wealth and Kovitz Investment Group Partners. Outside of financial advising, he owns residential real estate under a separate business activity. Focus Partners Wealth serves individuals, families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with both internal and third-party resources.

Gregory Merrill is a financial advisor with Commonwealth Financial Network in Provo, UT, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is also a member and owner of MAM-GSM, LLC, a private entity managing familial assets. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment programs supported by a dedicated Investment Management and Research team and delivers operational, compliance, and practice-management support to affiliated advisors.

Logan Avery is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Sanctuary Securities, Inc., TomiPlan, and Brigham Young University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent adviser representatives who offer portfolio management, financial planning, retirement consulting, and other services through various account types and investment strategies.

Phillip Barbaria is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Principal-affiliated firms since 2007. Outside of his advisory work, he owns a rental property managed by a third party. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Austin Fields is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has prior experience at Eide Bailly Financial Services, LLC and Eide Bailly Advisors, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Barrett Vaughan is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Empower Advisory Group, joining in 2026 after prior roles at E*Trade Securities and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, using an integrated model aligned with Empower’s administrative platforms.

Reuben Rowley is a CFP® professional with six years of experience, currently affiliated with Eagle Strategies (a New York Life company). He has held roles at Mountain Sage Financial, LLC and NYLIFE Securities LLC, among others. In addition to his advisory work, he owns a business that brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across multiple program types and manages a significant portion of assets on a non-discretionary basis.

Steven Kingrey is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Transamerica, he was affiliated with World Financial Group, Inc. Since 2025, he has also worked as a CrossFit coach and trainer at Rock Canyon CrossFit. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Kenneth Gibson is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the ChFC® and Series 66 designations. His career includes roles at Lion Street Advisors and Lion Street Financial, as well as longstanding involvement with Visionlink Corporate Insurance Services and The VisionLink Advisory Group, where he also serves as Senior Vice President managing marketing and client meetings. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, and retirement plan consulting utilizing various portfolio management approaches and multiple custodial platforms.

Andrew Wellner is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He is also involved in several business ventures, including ownership of Oakleaf Farms LLC, which is engaged in honey production. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services. The firm primarily uses model portfolios and third-party managers to implement its advisory approach and supports a large advisor network through multiple program platforms.

Garrett Niles is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Lido Advisors, Morgan Stanley Private Bank, Morgan Stanley, and E*TRADE Capital Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Marshall Nielson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes sales roles outside the financial sector, such as door-to-door sales of home improvement products and sports equipment, as well as co-ownership of a property management company. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, and charitable organizations. The firm employs a model portfolio approach, leveraging third-party managers and platform providers, and supports an integrated retirement plan ecosystem with affiliated entities.

Jayci Jolley is a financial advisor at J. W. Cole Advisors, Inc. She holds a Series 66 designation and has been with J.W. Cole Financial since 2024. Prior to her advisory role, she has diverse experience including positions in education and healthcare, and she has operated Jo Jewelry since 2019. J.W. Cole Advisors operates a large network of independent advisors and offers a range of services including portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients.