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 with Key Investment Services LLC in Salt Lake City, UT, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has been with Key Investment Services since 2006. Outside of his advisory role, he serves as Secretary for the Boundary Springs Waters Users Association, which manages water shares for homeowners in a specific geographic area. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple model-based advisory programs and utilizes a multi-provider platform with oversight from its Product Due Diligence Committee, integrating resources from KeyCorp affiliates to provide various financial services.

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 designation and bringing 18 years of industry experience. Her prior roles include positions at Morgan Stanley and Merrill. She serves on the board of the Utah Blues Society. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of advisory and portfolio management services through an open-architecture platform that integrates various third-party managers.

Ryan Beck is a CFP® and ChFC® with 30 years of experience in the financial industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2017. Previously, he spent over a decade at Axa Advisors and also worked at Mony Securities Corporation. Outside of his advisory role, he is writing a book about Executive Benefit Planning and manages Wealth Beyond Money of Utah, a wealth strategies agency. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Jared Copinga is a financial advisor at Prime Capital Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Financial Engines Advisors L.L.C., The Mutual Fund Store, and TD Ameritrade. Outside of advisory work, he is involved with Prime Capital Risk Management, focusing on the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a broad range of services such as asset management, financial planning, retirement plan sponsor and trustee services, and family office solutions, employing both discretionary and non-discretionary investment strategies across various platforms.

Valerie Tanner is a financial advisor at Lido with eight years of industry experience and holds a Series 66 designation. Her career includes positions at Morgan Stanley, Addepar, Olympus Wealth Management, and currently Lido Advisors. Lido serves a diverse client base, including high-net-worth individuals, family offices, charitable organizations, and institutional investors, offering investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a focus on tactical option strategies and manages approximately $42.5 billion in regulatory assets.

Eric Keith is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including his current role at Park Avenue Securities since 2025. Prior to his financial services career, he worked at Texas Roadhouse for seven years. Keith also acts as an independent contractor offering insurance products other than Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Kai Granados is an advisor with Empower Advisory Group holding Series 66 and Series 63 designations. He has less than one year of industry experience and previously worked at Morgan Stanley before joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within an administrative platform tied to Empower’s recordkeeping systems.

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 with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, U.S. Bancorp Investments, and American Century Advisory Services. He is also involved with Fredrickson and Associates, Inc., managing an advisory business outside of his primary role. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Hale Mc Cullough is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Ameritas and Ameritas Investment Company since 2022 and is also an Associate Financial Planner with Boom Planning/Canvas Financial since 2020. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a range of investment products and program platforms.

Melisa Portillo Leonardi is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Primerica Financial Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers both point-in-time planning and ongoing portfolio management through a range of model and customized portfolios.

Kaitlin Cochran is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and has previous experience at Sterling Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jed Dewsnup is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 20 years of industry experience. His prior work includes over a decade at Wells Fargo Advisors and roles at Steward Partners Investment Solutions, LLC and Ensign Wealth Partners, LLC. Outside of advisory work, he is the managing member of TeeBox, a golf simulator and gym business in Kaysville, Utah. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs.

Paul Mathewson is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has been with Commonwealth since 2002, having previously worked at Signator Investors, Inc. Mathewson owns a window cleaning business outside of his advisory role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Rodrigo Garay is a financial advisor at Carson Wealth with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Wells Fargo Clearing. Outside of his advisory work, he serves as adjunct faculty for the Business and Humanities Department at Salt Lake Community College and the University of Utah, teaching business and language courses. CWM, LLC operates an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee-driven approach and tailored portfolio solutions that integrate multiple custodial and technology partnerships.

Steven Cox is a CFP® with seven years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2019. He also maintains a role with Scott D. Phillips, where he has been involved since 2016. Outside of advisory work, Cox provides life coaching services through Sound Coaching, Inc., focusing on individual, family, and business clients. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of analytical approaches and provides both discretionary and non-discretionary portfolio management, as well as specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Andrew Burdick is a financial advisor at Empower Advisory Group based in Salt Lake City, UT. He holds a Series 66 designation and has been active in the industry since 2026. Prior to joining Empower, he worked at The Investor's Edge from 2024 to 2026 and has experience in education and nonprofit sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.