Albert Moore is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked 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 service model connected to Empower’s administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.

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.

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.

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.

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.

Bradley Sofonia is a financial advisor at PlanMember Securities Corporation with 26 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes long tenures at Pruco Securities, LLC and Prudential Insurance Company of America, among several other firms in the financial services sector. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, while also offering education and support services such as seminars and personalized retirement planning.

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.

Keith Larsen is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, DFPG Investments, and Northwestern Mutual. Outside of advising, he serves as CFO and part owner of a technology platform that assists NCAA institutions with name, image, and likeness transactions and acts as a ward financial clerk for his local church. 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 utilizes multiple advisory platforms and third-party asset managers, offering a blend of long-term investment strategies alongside options for shorter-term trading and specialized instruments.

Steven Stockdale is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has a background that includes self-employment and roles at WFG and MMSMGD. Outside of his advisory work, he occasionally works as a ski instructor and handyman. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to deliver investment advisory and brokerage services through a large advisor network and multiple program platforms.

Tyson Peterson is a financial advisor with Transamerica Financial Advisors in South Jordan, Utah, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and manages Managed Wealth Financial. Outside of his advisory work, he owns and operates Mastery LLC dba Truknow, an online mentoring and training platform focused on relationship building. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers to implement investment strategies.

Ryan Duncan is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Fidelity Investments and the Church of Jesus Christ of Latter-Day Saints. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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.

Joshua Reynolds is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and no prior industry experience. His background includes roles at Brigham Young University and the Utah Glass Association. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Wyatt Larsen is a financial advisor with Rockefeller Financial LLC in Provo, Utah, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He previously worked at UBS Financial Services Inc for eight years before joining Rockefeller Financial. Larsen serves as a trustee for Meadowbrook School of Weston, a private school in Massachusetts. 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, financial planning, and consulting services, combining a Private Advisor model with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Michael Ball is a CFP® with 26 years of industry experience and currently advises at Focus Partners Wealth, LLC. His previous experience includes long tenures at Weatherstone Capital Management and roles at Transform Wealth and Kovitz Investment Group Partners. Outside of financial advising, he owns residential real estate under a separate business activity. Focus Partners Wealth serves individuals, families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with both internal and third-party resources.

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.

Bart Place is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked in technology and entrepreneurial ventures, including roles at Texas Instruments and ownership of The Sweet Place LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios.

Logan Avery is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Sanctuary Securities, Inc., TomiPlan, and Brigham Young University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent adviser representatives who offer portfolio management, financial planning, retirement consulting, and other services through various account types and investment strategies.

Phillip Barbaria is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Principal-affiliated firms since 2007. Outside of his advisory work, he owns a rental property managed by a third party. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Kovalscik III is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes roles at Managed Wealth Financial, Transamerica Financial Advisors, the Defense Contract Management Agency, and World Financial Group. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily relies on model portfolios and third-party managers, with execution authority often delegated to platform providers such as Betterment, Fidelity, and Goldman Sachs.