Dan Roberts is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Commonwealth since 2012 and has been affiliated with The Financial Resource Group since 1988. Roberts also serves as president and sole owner of Financial & Estate Strategists, Inc., an insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers various portfolio management options and distinct program structures, including discretionary model portfolios managed by its Investment Management and Research team.

Nathan Diede is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses. He has been with Empower Advisory Group and Empower Financial Services since 2026, following a year at Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages its recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

James Duke is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Edward Jones, Keeler Thomas, and SagePoint Financial. In addition to his advisory work, he serves as an adjunct professor teaching the CFA Level 1 course to graduate students at the University of Utah. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, using both proprietary guidance and third-party platforms.

Jacob Hansell is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Northwestern Mutual. His career also includes roles in wealth management and insurance at Apollon Insurance Group and Apollon Wealth Management. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary implementation by Envestnet and strategic portfolio design by the Key Wealth Chief Investment Office and third-party managers.

Cailen Hayes is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His work history includes roles at Audible, Inc., DebtMerica, and Integrated Trust Systems. Outside of financial advising, he works as an audiobook salesman for Audible and serves as a referral sales associate for Integrated Trust Systems, focusing on estate planning referrals. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Tyler Liechty is a financial advisor with GWN Securities Inc. in Lehi, Utah, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he owns West Jordan Ace Hardware, a retail business where he manages finances and inventory. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a variety of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Carrie Hughes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. In addition to her advisory role, she is involved in several outside activities, including serving as a State Central Committee Member for the Utah County Republican Party and participating on the advisory board of Crofter Market, LLC, a software company for direct sales. She also provides estate planning services through Intervivios, PLLC. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Ryan Lundquist is a financial advisor at Centaurus Financial, Inc. in Springville, Utah, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with Centaurus Financial since 2015, including its enterprise division since 2019, and previously worked at Ameriprise Financial Services in 2018. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with a combination of discretionary and non-discretionary management approaches.

Parker Spencer is a Series 66 licensed advisor with approximately three years of industry experience. He is currently with Independent Financial Group, LLC and has previously worked at Summit Concepts Wealth Management and LPL Financial. Outside of his advisory role, he is involved with Multiserve Insurance, focusing on property and casualty insurance. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to create tailored investment strategies, blending passive and active exposures across multiple risk profiles.

Kevin O'Day is a CFP® professional with 43 years of experience in the financial services industry. He is affiliated with SPC and Parkland Securities, LLC, and has worked with LTCI Strategic Partners, LLC since 2010. His other business activities include offering long-term care and life insurance services through LTCI Strategic Partners. SPC serves a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and a variety of ERISA-related retirement plan services, employing both discretionary and nondiscretionary management strategies.

Gary Davis is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and having eight years of industry experience. His career includes roles at UpKeep LLC, LSPN Pro, LLC, WealthWave, and leadership positions in Impact Leadership Development, LLC, and The Impact Group Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, trusts, and corporations, offering both advisory and broker-dealer services with a combination of proprietary and third-party investment models to meet various client needs.

Melissa Thurber is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 66 licenses. She has 23 years of industry experience, including over a decade at Transamerica Financial Advisors and a concurrent role at Wfgia. As part of her role at Transamerica, she may perform home office functions for other business units. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

Logan Reid Reynoso is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing seven years of industry experience. His background includes roles at Weightless Financial and various entrepreneurial ventures such as ReidReynoso Enterprises LLC and LSPN Pro, LLC. He is also involved in mortgage lending through Innovative Mortgage Alliance and participates in business networking with Business Network International. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers for portfolio management and offers integrated retirement plan solutions and affiliated product distributions.

Kevin Grenko is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operated Grenko Financial LLC from 2009 to 2024. His other business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options and operates as both a registered broker-dealer and RIA.

Britain Buehler is a CFP® professional with two years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. He has worked at J.W. Cole Financial, Inc. since 2021 and previously held roles at Elevate Private Wealth Advisors and AllClean LLC. Outside of his advisory work, Buehler is involved in an accounting and payroll business through Buehler Family Co, LLC. J.W. Cole Advisors is an SEC-registered investment adviser that supports individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Richard Bird is a financial advisor with J. W. Cole Advisors, Inc. in Springville, UT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has worked at several firms including Arrivasure Wealth and Berthel Fisher & Company Financial Services. Outside of his advisory roles, he operates a CPA firm focused on tax preparation and serves as an executor for his deceased father's estate. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions using discretionary or non-discretionary strategies.

Treven Anderson is a financial advisor at Commonwealth Financial Network with a Series 65 designation and three years of industry experience. His prior roles include positions at Merrill Financial, MPWR, and Eve Financial. Outside of finance, he has worked with BYU and BYU Athletics and has experience with the Church of Jesus Christ of Latter Day Saints. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, trading, compliance, and practice-management support, with discretionary portfolio options and model portfolios managed by its Investment Management and Research team.

Bradley Stout is a financial advisor with Empower Advisory Group in Saratoga Springs, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Fidelity Brokerage Services, Morgan Stanley, and Empower Financial Services. Outside of financial services, he is involved with Logo Apparel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Brent Larsen is a CFP® professional with 37 years of industry experience. He is currently with Cetera and has prior experience at Avantax Advisory Services and Avantax Investment Services. Outside of financial advising, Larsen is a partner and president of tax preparation and accounting firms in California. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and investment options.

Hailey Meihls is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the Fidelity organization as well as Divergent Wealth Advisors and Purshe Kaplan Sterling Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, advisory roles with registered investment companies, and integration of AI and algorithmic tools in portfolio management.