Jonathan Simpson is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network and Synergy Financial Advisors. His prior roles include positions at Securities America Advisors, OSAIC, and E*TRADE Securities LLC. He is the owner of JSS Financial, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a nationwide network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services, serving both individual and institutional clients.

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.

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.

Jordan Prestwich is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Jordan collaborates with clients to develop strategic roadmaps aimed at helping them achieve their financial goals. Jordan's career at Fidelity Investments began in 2022 as a Customer Relationship Advocate. Over time, Jordan progressed through several roles, including Financial Representative in 2023 and Relationship Manager in 2024, gaining experience in client relationship management and financial planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Evan Richards is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with GWFS Equities, Vasa Fitness, the University of Colorado, and Old Chicago. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated service model focuses on long-term portfolio returns and savings rates, delivering point-in-time financial plans alongside optional managed account solutions.

Kelton Lawson is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF, Lawson worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Fidelity Investments. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate broker‑dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through customized and model portfolio options.

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.

Brian Moore is a financial advisor at Corient with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, LLC and Zions Direct. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Scott Phillips is a financial advisor with Centaurus Financial, Inc. in Salt Lake City, UT, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including nearly two decades with Centaurus Financial and over 45 years operating Phillips Financial. Outside his advisory role, he consults with specialized professionals on business risk reduction and tax strategies and provides services related to cash flow, business succession, and employee benefit planning. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary approaches with a combination of fundamental, technical, bottom-up, and top-down analysis.

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.

Jonathan Pinnock is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Commonwealth since 2002, following one year at Signator Investors, Inc. Outside of his advisory role, he co-owns interests in a boat and an airplane. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Shane Roghaar is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2000. 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 connected to TIAA-administered employer retirement plans. The firm offers both one-time planning services and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Arthur Leo is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, having worked at Valic Financial Advisors since 1999 and also serving as an agent with Agia since 2022. Outside of his advisory role, he is involved with non-securities insurance products through his position at Agia. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

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.

Jeffrey Hansen is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. He is based in Salt Lake City, UT. Outside of his advisory role, Hansen is involved in welder and metal design work. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs combining proprietary and third-party strategies.

Kyle Sutton is a financial advisor with SPC in Sandy, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2012. Outside of his advisory work, he serves as governor of Sandy Lake Trucking, LLC, which provides trucking services for agricultural products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management approaches.

Mackenzie Huish Casey is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to joining TIAA-CREF in 2022, Casey worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Casey serves on the board of the Utah Down Syndrome Foundation, contributing to the direction of educational and social programs for individuals with Down syndrome and their families. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing portfolio management, offering model or customized portfolios under a fiduciary standard.

Ryan Collette is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has been with Parkland Securities since 2014. In addition to his advisory role, he is president and sole shareholder of Collette Financial Planning and operates Collette Financial Group, offering financial services. He is also an independent insurance agent handling fixed insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Nichole Brown is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her previous roles include positions at Insight Global/Goldman Sachs and Wells Fargo Advisors. Outside of her advisory work, she is employed as a cashier at Burlington Coat Factory. TIAA-CREF's Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.