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.

David Anderson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Integrated Trust Systems and involvement with several entrepreneurial ventures, including Salt Hydration and Wellness, where he serves as a licensed physician providing medical education and consultations. He is also a member of DA Anderson LLC, a family-owned holding company. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and businesses. The firm delivers advisory services through a large network of advisors using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Roger Merrill is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 51 years of industry experience, including over 19 years at Merrill Financial Associates and more than 19 years with Commonwealth Financial Network. Outside of his advisory work, he manages several family-owned private entities related to estate planning and is a part owner of a private entity holding a houseboat. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including model portfolios and wealth management, while supporting advisors with operations, trading, technology, and compliance.

Tyler Johnson is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds the CFP® and Series 66 designations. Tyler is also a partner at Johnson Carpenter Wealth Management, a legal partnership focused on investment-related services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Bradley Whittaker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at the United States Census Bureau and ongoing involvement with WealthWave and Managed Wealth Financial. He is engaged in marketing activities related to insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers advisory services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers rather than discretionary trading by individual advisors.

Britney Carpenter is a CFP®-certified financial advisor with seven years of experience, currently practicing at Principal Financial Services. She is a partner at Johnson Carpenter Wealth Management and holds a Series 66 license. Her prior work includes roles at Principal Securities Incorporated, Principal Life Insurance Company, and Vicky Johnson. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Adam Stewart is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at E*TRADE Securities, Morgan Stanley, and LPL Financial. He is based in Lehi, Utah. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Robert Wilson is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing Services and Fidelity Brokerage Services. He also receives trail commissions on health insurance contracts written before 2016 when he operated as an independent insurance agent. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Peck is a financial advisor with Commonwealth Financial Network in Provo, UT, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Royal Alliance Associates Inc. He has conducted fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options.

Kelly Zitting is a financial advisor with OSAIC Advisory Services, LLC in Draper, UT, holding CFP® certification and Series 63 and 66 licenses. He has 24 years of industry experience and has previously worked with firms including Equitable Advisors, Arbor Point Advisors, and Fidelity. In addition to his advisory career, he serves as a Resource Manager for the U.S. Army Reserve and is the owner and president of a corporation providing health insurance, life insurance, and annuities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, and retirement consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.

Robert Shelton is a financial advisor with J.W. Cole Advisors, Inc. in American Fork, UT, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. Shelton serves as chairman of the board and executive committee member for Make A Wish Utah and is also involved in book publishing and local news through Axio Publishing. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Tyler Bird is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 designation and one year of industry experience. He has been associated with J.W. Cole Financial, Inc. since 2019 and Arrivasure Wealth since 2015. Tyler also serves as an advisor at ArrivaSure Wealth, where he meets with clients and manages portfolios. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a nationwide network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on either a discretionary or non-discretionary basis.