Steven Manning is a financial advisor at Trek Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at World Equity Group for three years. Manning is also a licensed insurance agent for life and health insurance. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, incorporates AI tools under governance frameworks, and offers a wide range of model and alternative investment strategies.

Chesley Erickson is a financial advisor at Trek Financial with 24 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Platform Accounting Group, World Equity Group, and Huber, Erickson and Bowman, CPA's. Erickson serves as a board member trustee of the Utah Association of Certified Public Accountants Political Action Committee and is president of the Oakridge Country Club board. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm uses a blend of strategic and tactical approaches, including evidence-based models and artificial intelligence tools under governance, and provides access to a broad range of systematic strategies and alternative investment platforms.

Jason Anderson is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Morgan Stanley. Outside of his advisory role, Anderson is a manager of Hidden Lake Holdings, LLC, an entity involved in real estate administrative activities. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification investment approach using various internal and third-party models and offers a wide range of portfolio management and consulting services.

William Thornton is a financial advisor at D.A. Davidson & Co. in Salt Lake City, UT, with 42 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses and has been with D.A. Davidson & Co. since 2009. Outside of his advisory role, he serves as a trustee for a non-investment-related insurance trust. 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 advisory services under fiduciary standards, combining qualitative and quantitative analysis with third-party tools, and includes specialized programs such as Davidson Private Wealth for clients with over $20 million in net worth.

Susan King is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her work history includes roles at Transamerica Financial Advisors since 2012, World Financial Group since 2006, and more recently at Prestige Benefits and Insurance and Plexus Worldwide. Outside of advising, she is involved as an ambassador for Plexus Worldwide, a nutritional products distributor. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its advisory services.

Jill Winter is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various firms, including Equitable and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and focuses on non-discretionary asset management rather than high-net-worth or corporate clients.

Hudson Horn is a CFP® with three years of industry experience, currently affiliated with Mariner Wealth Advisors. His prior work history includes roles at Great Plains Capital Partners, The Boeing Company, Ernst & Young, and Sarver Vrooman Wealth Advisors. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers customized discretionary portfolios managed by an Investment Committee, with integrated tax and accounting services, family office capabilities, and a financial wellness platform for employers.

David Hansen is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has 23 years of industry experience. His career includes 24 years at Farmers Insurance Group and Farmers Financial Solutions prior to joining Transamerica Financial Advisors and WFGIA in 2026. He is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

James Woodall is a CFP®-certified financial advisor with 51 years of industry experience, currently with Hornor, Townsend & Kent, LLC. He has worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2007. Woodall also operates a separate financial services business, Financial Redesign, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes both advisory and broker-dealer services. The firm offers tailored investment strategies and works with third-party asset managers to provide discretionary and non-discretionary portfolio management.

Corey Conway is a Series 66-credentialed financial advisor with three years of industry experience. He has worked at Empower Advisory Group, Empower Financial, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. 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 are integrated with Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

Marcus Pinnock is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he owns several small businesses unrelated to investments, including Gil Corporation and Cram, Inc., which manage retirement and medical expense plans. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, wealth management, and retirement plan consulting services, with an emphasis on operations, technology, compliance, and practice-management support for affiliated advisors.

Darren Moffitt is a financial advisor with GWN Securities Inc. in South Jordan, Utah. He holds the Series 66 designation and has 21 years of industry experience, including 14 years with GWN Securities. Outside of his advisory role, he is involved with Creative One Marketing, an insurance marketing organization through which he shops for life insurance and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Blake Earl is a financial advisor with TIAA-CREF based in Salt Lake City, UT, holding Series 63 and Series 66 designations and with 34 years of industry experience. He has worked with TIAA and affiliated entities since 2011. Outside of his advisory role, he serves as a State Delegate in Utah, participating in the review of political candidates and attending state conventions. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates planning services from ongoing management and offers both model-based and customized portfolio management under a fiduciary standard.

Donovan Wright is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America, Merrill, Wells Fargo Clearing Services, and Morgan Stanley Smith Barney. 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’s services focus on integrated financial planning and managed account solutions tied to Empower’s recordkeeping and administrative platforms.

Joshua Potts is a financial advisor with CWM, LLC and holds a Series 65 designation. He began his advisory career in 2026 and previously worked at Carson Wealth. His background includes time in education and roles outside the financial industry. 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 over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Bradley Thurber is a CFP® with 27 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2000. He is based in Salt Lake City, UT. Outside of his advisory role, he is president of the Farmington Youth Football league. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Leila Taylor is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Axiom Capital Management, Inc. and Hightower Securities, LLC. Taylor is based in Salt Lake City, UT. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated platform that includes discretionary and non-discretionary investment solutions and alternative investment placements.

David Payne is a financial advisor at Stratos Wealth Partners, Ltd in Salt Lake City, UT. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at LPL Financial LLC, Winward Financial Insurance and Investments, EP Wealth Advisors, and UWC Wealth Management. Stratos Wealth Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Andrew Walkington is a financial advisor at Equity Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with multiple firms, including his own entities, Andrew J. Walkington Financial, LLC, and Martin D Olson Financial, LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Randall Bills is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Guardian Life Insurance Company and Primerica Advisors. Outside of his financial advisory work, he plays keyboard for a local rock and roll band called The Flashback Brothers. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and business consulting. The firm utilizes various investment strategies and supports both discretionary and non-discretionary account management.