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.

Michael Kriechbaum is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at Pruco Securities, LLC, Prudential Insurance Company of America, and Jack Keeter & Associates, Inc. Outside of financial services, he has experience in costume retail and rhinestone dealing. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and third-party managers.

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, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Northwestern Mutual and various financial groups. 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 about $212.7 billion in client assets. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services.

Jeffrey Jones is a financial advisor with Transamerica Financial Advisors in Orem, UT. He holds Series 63 and Series 65 licenses and has work experience spanning roles at WealthWave, World Financial Group Insurance Agency, and other ventures since 2017. Outside the financial sector, he has been involved with Snow College and the Church of Jesus Christ of Latter-day Saints. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Kelly Zitting is a CFP® with 24 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. He has held prior roles at firms including Equitable Advisors, Arbor Point Advisors, and Strategic Advisers, Inc. In addition to his advisory work, he serves in the U.S. Army Reserve as a Resource Manager and operates a health insurance and annuities business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and nonprofit entities. The firm provides investment management, financial planning, and retirement consulting through multiple program models and uses 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.

Landon Eatough is a Series 65-licensed financial advisor with Sequoia Financial Group, L.L.C., bringing two years of industry experience. He has previously worked at Eide Bailly Advisors, LLC and Eide Bailly LLP. Outside of finance, his background includes roles at UTV Warehouse and service with The Church of Jesus Christ of Latter Day Saints. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model portfolios and customized solutions, using a range of investment vehicles and research methods overseen by an Investment Policy Committee.

Chuk Che is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 credentials and 11 years of industry experience. His background includes roles at Fidelity Brokerage Services, Morgan Stanley, and other financial and service companies. Outside of advisory work, he has been involved in entrepreneurial ventures such as Chuk's Kitchen and other business activities. Transamerica Financial Advisors serves a wide range of clients, 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.

James Cecchini II is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2017. His prior experience includes eight years at Legend Advisory Corporation and 23 years at Legend Equities Corporation. Outside of his advisory work, he is involved in buying and selling interesting automobiles through his business, Unique Car Guy, LLC. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, access to third-party managers, and both wrap and non-wrap platform options, supported by an in-house Investment Management & Research team.

Willard Scott is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Transamerica since 2012 and has prior experience with World Financial Group. Outside of financial advising, he operates a guided trophy big game hunting and fishing business and owns a mobile grooming service for show horses. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios, discretionary and non-discretionary programs, and a range of insurance and brokerage products.

Braxton Hatch is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, E*Trade Securities LLC, and Empower Financial Services, among other firms. Outside of financial advising, he is involved in delivery work for DoorDash and maintains an active real estate license for practice during his off time. 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 clients. The firm’s integrated approach is tied to its administrative platforms, offering point-in-time financial plans and optional managed account solutions.

William Black is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 registrations and bringing eight years of industry experience. His prior engagements include roles with Revolution Financial Management, Legacy Shield, and Business Network International, where he participates as a chapter member focused on referral generation. He also has involvement with Legacy Shield, facilitating estate planning referrals through a subscription-based platform. Transamerica Financial Advisors serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary program options.

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.