Stephanie Mickelsen is a Series 66-licensed financial advisor at D.A. Davidson & Co. with four years of industry experience. She has worked at D.A. Davidson since 2021 and has held various roles outside the financial sector, including front desk work at an indoor cycling studio, notary services, barista duties, and baking and delivery for a local business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations, operating under fiduciary standards with a range of planning and portfolio management solutions.

Peter Nelson is a financial advisor with Primerica Advisors, holding a Series 66 designation and nine years of industry experience. He has worked with Park Avenue Securities since 2016 and Guardian Life Insurance Company of America since 2015. Outside of his advisory role, he serves as a trustee and executor for a family trust. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies, supporting a wide range of account types and investment options.

Nathan Siegal is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors since 2011. He also holds an agent position at Agia, focusing on non-securities insurance products. Additionally, he acts as trustee for an educational savings trust established for a family beneficiary. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Duane Toney is a financial advisor at CWM, LLC with 23 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior work includes roles at Carson Wealth, Cetera Advisor Networks, Pantheon Wealth Advisors, and Cambridge Investment Research Advisors. Outside of advising, Toney engages in tax consulting as a CPA and is involved in entrepreneurial and leadership roles, including managing Plan Your Succession, LLC and serving as an EOS Community Network Leader. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory solutions, employing a discretionary model portfolio approach supported by an in-house Investment Committee and diverse tools for customization and monitoring.

Wesley Shields is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Synergy Financial Advisors. He has a long tenure at Securities America Advisors, Inc., spanning 16 years. Outside of his advisory work, Shields is involved in fixed insurance sales and is a co-owner of a commercial real estate management entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers investment management, compliance, technology, and practice-management resources, enabling advisors to deliver customized portfolio solutions and model-based strategies.

Travis Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he serves as president of TWN I, Inc., an entity created for securities business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers extensive operational, trading, and compliance support while allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Brandon Handy is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include a six-year tenure at CUSO Financial Services, LP and a brief period at LPL Financial. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Quinn Campbell is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at J. W. Cole Advisors, Inc. since 2019 and previously at Cambridge Investment Research Advisors. He also owns CQ Financial, a separate investment-related business. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm employs a mix of fundamental and technical analysis along with discretionary and non-discretionary account management.

Colin Steinberg is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Kingswood Capital Partners, Schechter Investment Advisers, Merrill, and Bank of America. Steinberg is also a partner at Institutional Architects, where he advises and sells insurance products. Integrity Alliance is a large advisory and brokerage firm serving individual investors, businesses, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and a variety of investment programs with both discretionary and non-discretionary approaches.

Jack Griffin Jr. is a Series 66-licensed financial advisor with 28 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and also operates Griffin Tax & Investment Services, LLC, where he provides tax preparation and consulting services. Griffin has worked with the Martin Worley Group for over a decade and has been involved in his own tax and investment business since 1998. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm employs a blend of model and custom portfolio management strategies, utilizing various investment vehicles and conducting ongoing research and due diligence.

Tyrell Marchant is a financial advisor at Corient with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Zions Direct. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, utilizing risk management tools and may incorporate alternative investments and private fund allocations.

Jason Howard is a CFP® with 24 years of experience in financial advising. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Wells Fargo in various advisory and banking roles from 2000 to 2022. Outside of his advisory work, he has involvement in a separate business entity, ZiWiFi Enterprises LLC, which is not related to investment activities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

David Collette is a financial advisor at SPC with a Series 66 designation and four years of industry experience. His prior work includes roles at Parkland Securities LLC and managing his own financial services business, Collette Financial Group. Outside of finance, he has worked as a high school referee. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a structure that supports fiduciary and non-fiduciary retirement services alongside formal succession and compliance protocols.

Trenton Stoddard is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his career in 2025. His prior work experience includes roles at Key Bank and various retail and service positions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts, emphasizing client-directed investment choices with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Larry Macfarlane is a financial advisor with CWM, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Carson Wealth, Cetera Wealth Services, and Fidelity Investments. Outside of his advisory work, he also sells fixed insurance products as an insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an Investment Committee, combining multiple investment approaches and offering various retirement-plan services.

Elliot Lewis is a financial advisor at VALIC Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at VALIC Financial Advisors since 2006. Outside of his advisory role, he participates as an independent consultant for BIOGEN, speaking about his family’s experience with Spinal Muscular Atrophy at the CureSMA National Conference, and he also sells collectibles on eBay. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting optional tax and ESG overlay services.

Chad Horne is a financial advisor with Stratos Wealth Partners, Ltd. in Holladay, UT, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he owns and operates outdoor recreation and RV camp businesses in Utah and Idaho. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering financial planning, portfolio management, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party investment strategies through a large network of investment adviser representatives.

Terra Thurgood is a CFP® and Series 66-registered advisor with 17 years of industry experience. She is currently affiliated with Sequoia Financial Group, L.L.C. and has worked with The Martin Worley Group since 2013. 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, family offices, and institutional clients. 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.

G Eads is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Their prior work includes positions at Transamerica Life Insurance Company, Equitable, and AXA Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management to provide tailored asset allocation and retirement guidance, serving approximately 212,700 clients.

Travis Cornett is a financial advisor with Centaurus Financial, Inc. in Holladay, Utah, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2012. Cornett is also president of Out of Egress, Inc., a firm involved in financial planning and related activities. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, with both discretionary and non-discretionary management arrangements.