Noelle Urbiola is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 license and beginning her advisory career in 2026. Prior to joining Triad Wealth Partners, she held various roles across several companies, including Choules Financial, Intellihost, and NuSun Power. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and manages diversified strategies across multiple asset types.

Charles Dunn is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at TownSquare Capital, LLC and Allegis Investment Advisors, and has served as a professor at Weber State University since 2015, teaching undergraduate courses in lifespan development and family diversity. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment approach and has affiliated professionals providing legal and accounting services alongside advisory offerings.

Brady Fuller is a CFP® professional with 19 years of industry experience, currently serving at B.O.S.S. Retirement Advisors, LLC in Ogden, UT. His prior roles include positions at Fuller Financial Services, Cetera Advisor Networks, and J.P. Morgan Securities. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, utilizing model portfolios and outside managers to create diversified allocations and providing ongoing oversight primarily through co-managed arrangements and third-party referrals.

Brock Adams is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Symmetry Partners. His prior experience includes roles at Morgan Stanley and Merrill Lynch, among others. He is also CEO of MacroAlpha Capital, LLC, an investment holding company, and holds a 50% equity interest in Cairn Insurance Group, an independent insurance agency. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory, using factor-based equity strategies and diversified fixed-income allocations implemented through mutual funds, ETFs, and separately managed accounts.

Grace Nicholson is a financial advisor at Prosperity Capital Advisors with three years of industry experience. She holds a Series 65 designation and has worked at firms including Motiv8 Investments LLC and Silver Key Benefits. In addition to her advisory role, Ms. Nicholson is the owner of Akamai Advisors and is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

David Millheim is a financial advisor with Axxcess Wealth Management, LLC in Ogden, UT. He holds Series 63, 65, and 66 licenses and has five years of industry experience. Prior to joining Axxcess, he worked at Lifetime Wealth Solutions and has a background as a self-employed insurance agent. Millheim maintains an active insurance agency focusing on life and accident & health insurance. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and provides a TAMP platform that supports other registered investment advisers through consolidated portfolio management and reporting.

Tovey Allen is a financial advisor with Gibbs Wealth Management, LLC in Salt Lake City, UT. He holds a Series 65 license and has six years of industry experience, including prior roles at Allen Financial and Mitchell Intl. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and advisory services through advisor-directed models and sub-advisory arrangements, utilizing third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm emphasizes a mix of analytical approaches and risk management strategies tailored to client goals.

David Andersen is a financial advisor at Trek Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Purshe Kaplan Sterling Investments and World Equity Group. Outside of his advisory role, Andersen owns and operates a pecan farm and serves as a board member of the Lake Proctor Water Authority. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial-intelligence tools, multiple systematic strategies, and alternative investment platforms.

Christian Moreno Jimenez is a financial advisor at Principal Advised Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Wells Fargo Clearing Services. His background includes roles outside finance, such as positions at Buffalo Wild Wings and Dickeys Barbecue Pit. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodology with proprietary models and operates within the Principal Financial Group family, enabling access to a range of affiliated banking, insurance, and asset management products.

Adam Woolston is a financial advisor at Vanderbilt Advisory Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Guardian Life Insurance Company, Park Avenue Securities, and Wells Fargo. Outside of his advisory work, he is also involved with Bowman's Market in a stocking role. Vanderbilt Advisory Services serves a diverse client base, including individuals, charities, trusts, estates, businesses, and retirement plans. The firm offers various management and consulting services, emphasizing strategic asset allocation and integrating retirement-plan and benefits firms to provide combined advisory and plan-administration solutions.

Scott Nelson is a financial advisor at AlphaStar Capital Management with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with AlphaStar since 2013. Nelson is also the owner and president of Mountain Star Financial, where he focuses on the sale of insurance products and related services. Additionally, he serves as a speaker and teacher for the Society For Financial Awareness, educating on various financial topics. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a strategic asset-allocation approach combined with quantitative analysis and third-party research.

Kim Checketts is a financial advisor with Kovack Advisors, Inc. in Ogden, UT, holding Series 63 and Series 66 designations and with 28 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2007 and previously spent six years at UBS Financial Services. He is also the owner and president of KAC Financial Services, Inc., where he manages client investments and oversees business operations. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a mix of internally developed models and third-party managers supported by Envestnet technology to manage portfolios across multiple custodians and execution venues.

David Edwards is a financial advisor at Concorde Asset Management, LLC with a Series 66 designation and experience in the industry since 2019. His prior roles include positions at Bridgepoint Capital, BPI Midstream, and BOH Inc. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers and wrap fee programs. The firm builds customized portfolios through asset allocation and model-based strategies, using proprietary and third-party platforms while also offering ERISA retirement-plan advisory services.

Dennis Larson is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Ogden, UT. He holds a Series 65 designation and has five years of industry experience. Prior to joining B.O.S.S. Retirement Advisors in 2021, Dennis worked at Kinghorn Financial, LLC and spent 21 years at International Business Machines (IBM). B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, utilizing model portfolios and external managers to construct diversified allocations while offering client oversight and coordination.

Devin Choules is a financial advisor at Triad Wealth Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Visionary Wealth Management and Fusion Capital Management. Outside of his advisory role, he owns The Slice, a business involved in payroll and tax services. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm offers model-driven investment management, operational support, and financial planning, focusing on serving other RIAs through a dedicated TAMP platform.

Derek Checketts is a financial advisor at Kovack Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Walmart DC 6090 for ten years and operated Desert Rain Sprinklers LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm uses an Envestnet-supported workflow with internally created models and third-party managers to construct and manage portfolios across multiple custodians and execution venues.

Sheldon Walker is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and nine years of industry experience. His background includes roles at Northrop Grumman as a systems engineer and service in the United States Air Force. Outside of financial advising, he develops software for warehousing and material handling through his independent contracting work. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms, including Transamerica ONE and TFA365, with regulatory assets under management reported at approximately $1.7 billion.

John Allan Taylor Brinkerhoff is a financial advisor at Centaurus Financial, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he has worked at Gravitate Wealth and held positions in various sectors including nonprofit and technology. Outside of his advisory work, he is involved as an insurance agent focusing on property and casualty and Medicare insurance, and serves as a notary public for the State of Utah. 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 a range of financial planning and portfolio management solutions utilizing both discretionary and non-discretionary approaches, supported by fundamental and technical analysis.

Craig Adams is a financial advisor with Stratos Wealth Partners, Ltd., holding the CFP® designation and securities licenses Series 63 and Series 65. He has 42 years of industry experience, including roles at Morgan Stanley and Citigroup Global Markets prior to joining Stratos Wealth Partners and LPL Financial in 2012. Adams is also licensed to sell and service fixed insurance products such as fixed annuities, life, health, and disability insurance. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model offering discretionary and non-discretionary portfolio management through customized and model portfolios, utilizing an open-architecture platform integrating multiple third-party managers and sub-advisors.

Myron Bouwhuis is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2013. He is also the owner of MY & RA Holdings Inc, which provides tax planning and preparation services. Outside of his advisory work, Bouwhuis holds a leadership role as a bishop in his local church, where he assists in managing charitable contributions. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs a variety of investment strategies, including discretionary and non-discretionary portfolio management, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.