Kade Schoenrock is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with AE Wealth Management since 2019 and previously worked at Gradient Advisors, LLC. Schoenrock is also involved with KTS Financial Group, where he engages in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio and direct asset management approach, utilizing fundamental, technical, and cyclical analysis methods across various investment strategies.

Matthew Johnson is a CFP® and CFA® with 26 years of industry experience. He is currently an advisor at Corient in Salt Lake City, UT, having previously worked at LPL Financial, Zions Direct, and other firms. Outside of his advisory role, he holds a passive ownership interest in Subway sandwich franchises. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and specialized offerings, supported by continuous portfolio monitoring and risk management tools.

Jason Castillo is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the CFA® charter and Series 66 license. His prior work includes roles at Kovitz Investment Group Partners, Kovitz Securities, and Nuveen Securities. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized portfolio tools.

John Crowley is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor Townsend & Kent since 2017. Outside of his advisory role, Crowley serves as a council member on the Utah Developmental Disabilities Council, where he participates in budget decisions and policy review for programs supporting individuals with developmental disabilities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Christa Barardo is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BNY Mellon and LPL Financial. Stratos Wealth Partners is an SEC-registered enterprise adviser 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 institutional clients, delivering services through affiliated and independent advisers using a customized, open-architecture investment approach.

Joshua Ericksen is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and two years of industry experience. His prior work includes positions at LPL Financial LLC, Pattern, and Lakeshore Partners LLC. Ericksen has also been involved with Utah Youth Soccer over a thirteen-year period. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser 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 institutional clients, offering financial planning and portfolio management through an open-architecture platform that integrates multiple third-party managers and includes specialized services such as outsourced CIO solutions and niche planning.

Mark Fellows is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 designations and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Waddell & Reed. In addition to his advisory work, he is a commissioned notary in Sandy, Utah. Stratos Wealth Partners, Ltd. is an enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse range of individual, retirement plan, corporate, nonprofit, and institutional clients. The firm offers a variety of services including advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions, utilizing an open-architecture model that integrates multiple third-party platforms and managers.

Nathaniel Kidd is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with Principal Securities Inc. since 2001. Outside of his advisory role, he works as a ski instructor for Salt Lake County Parks & Recreation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Taynia Vakapuna is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at Austin Private Wealth LLC and Aegis Wealth Group LLC. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse range of clients, including individuals, families, trusts, corporations, and institutional investors, offering services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Matthew Johnson is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Carson Wealth, Signal Wealth Advisors, and Thom K Hall Financial Group. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Keegan Clark is a financial advisor with Transamerica Retirement Advisors, LLC and holds Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Fidelity Investments and Wells Fargo Clearing Services. Outside of finance, Keegan is involved in modeling and acting through his work with Urban Talent. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice focused on asset allocation, contribution rates, and retirement planning. The firm uses proprietary software and model portfolios from Morningstar Investment Management and operates at scale with over 300 advisors and more than 200,000 clients.

Daniel Whittenburg is a CFP® professional with 34 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd since 2019, concurrently affiliated with LPL Financial, and previously worked at Lincoln Financial Advisors Corporation for 21 years. Whittenburg also manages Whittenburg Capital, LLC, a business entity for tax and investment purposes. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of advisory services through an open-architecture platform that integrates multiple third-party managers and provides both discretionary and non-discretionary portfolio management.

Robert Merrill is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Cetera, and State Farm. Outside of his advisory work, he is the owner of Artistry in Motion LLC, a business unrelated to investments. Stratos Wealth Partners, Ltd is an SEC-registered enterprise investment advisory firm 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, employing an open-architecture model that integrates multiple third-party platforms and offers both discretionary and non-discretionary portfolio management.

Nathan Woodbury is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at Centaurus Financial since 2012, following previous roles at Kovack Advisors and Ameriprise. Outside of financial advising, Woodbury operates a woodworking business creating and selling custom bookshelves and mantles. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of investment analysis approaches.

Barry Watson is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He is currently a wealth advisor at Sequoia Financial Group, L.L.C. and has previously worked at Martin Worley Group and Pittenger & Anderson Inc. Outside of his advisory role, he provides consulting services to small businesses focused on accounting, internal controls, and financial analysis. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse range of clients, including individuals, family offices, corporations, and charitable organizations. The firm utilizes a mix of model and custom portfolio management strategies, with investment oversight from an Investment Policy Committee and employs a variety of securities and third-party managers to meet client objectives.

Connor Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he has worked at Sterling Financial Group and Fidelity Investments, among other positions. He is also involved in fixed insurance sales as a side business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Bret Andrus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2000. Outside of his advisory role, Andrus is active as an insurance agent operating under the local business name 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing a significant portfolio of discretionary and non-discretionary assets.

Oscar Borja is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at JPMorgan Chase and several positions within Empower Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select IRA and retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Bradley Barclay is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including ChangePath, LLC and Beam Lending. Outside of advising, he is a silent partner and investor in a performance auto mechanics business. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices.

Paul Merck is a financial advisor with Empower Advisory Group in Salt Lake City, UT, holding Series 63 and Series 66 registrations and possessing 17 years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, Solium Financial Services, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing, operating within Empower’s broader administrative and recordkeeping platforms.