Devin Larkins is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Simplicity Wealth in 2025, he worked at LifePro Asset Management for eight years and operated Larkins Investment Management, LLC for six years. In addition to his advisory role, Larkins is president of Strategic Design, Inc., a financial planning and investment business. Simplicity Wealth serves a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

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.

Albert Moore is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC 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 to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

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 at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc for eight years. Larsen serves as a trustee for Meadowbrook School of Weston, a private educational institution. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model. The firm integrates wealth, trust, and insurance services under the Rockefeller Global Family Office platform and acts as a distributor and placement agent for private funds and access vehicles.

Michael Ball is a CFP® professional with 25 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior work includes long tenures at Weatherstone Capital Management and Transform Wealth, as well as roles at Kovitz Investment Group Partners and Focus Partners Wealth. Outside of advisory work, he is involved in managing a residential real estate business on a limited basis. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach utilizing proprietary models and offers a broad range of portfolio management strategies.

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.

Jacob Beaulieu is a financial advisor with Empower Advisory Group in Orem, UT, holding Series 63 and Series 66 licenses and having one year of industry experience. He previously worked at Fidelity Investments and has been employed in various roles since 2019, including positions related to youth programs at Brigham Young University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Logan Avery is a financial advisor at Sanctuary Advisors, LLC with a Series 66 credential. He has less than one year of industry experience and previously held roles at TomiPlan and Brigham Young University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers and offers a variety of discretionary and non-discretionary investment solutions.

Phillip Barbaria is a financial advisor at Principal Financial Services with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Principal Financial Services since 2016. He also has a long tenure with Principal Life Insurance Company dating back to 2007. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers 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.

Nathan Anderson is a financial advisor with Osaic Advisory Services, LLC in Draper, UT, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2026, he worked at Cetera Wealth Services and related entities from 2023 to 2026. Outside of advisory roles, he has been involved with Renaissance Financial and has experience in insurance sales. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms for portfolio construction and management.

Samuel Nielson is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Valic Financial Advisors, CapitalRock LLC, and MWA Financial Services Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring and due diligence of third-party advisory products.

Preston Bailey is a financial advisor at Osaic Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience with firms including Cetera and Renaissance Financial. Outside of advisory work, he is a limited partner in a family cattle grazing ranch. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, and nonprofits, providing investment management, financial planning, and retirement plan consulting. The firm offers multiple advisory program models and access to alternative investments, with custody and execution typically arranged through Schwab and Fidelity.

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.