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.

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.

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 63 and Series 65 licenses and has prior experience at Fidelity Investments and World Financial Group. 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 emphasizes fiduciary standards and utilizes both qualitative and quantitative analysis in its investment and financial planning services, offering specialized programs such as a Private Wealth program for clients with over $20 million in net worth.

Tarl Reynoso is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He is co-owner and instructor at Fat Snake Jiu Jitsu, a martial arts school where he teaches self-defense classes and manages digital advertising. Additionally, he is involved with Inheritguard, LLC, providing professional services related to estate planning. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a variety of investment programs and third-party money manager access, operating as both a registered broker-dealer and registered investment advisor.

Marcus Shiotani is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Intermountain Healthcare. Outside of financial advising, he is a partner at OpenDoor Property Management, LLC. 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 uses an integrated model connected to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by sponsors.

Joshua Reynolds is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 66 license and has worked at Praus LLC and WFGIA. Reynolds is also affiliated with Brigham Young University. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Kyle Sutton is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Morgan Stanley, A. G. Edwards & Sons, and Wells Fargo Clearing. Outside of his advisory work, he serves as the governor of Sandy Lake Trucking, LLC, a company providing trucking services for agricultural products. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored and discretionary investment advice through a large advisory network and maintains affiliations with broker-dealers and insurance agencies while operating independently from other registered investment advisers.

Wyatt Larsen is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including UBS Financial Services, Morgan Stanley, and Goldman Sachs. Larsen serves as a trustee for the 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, as well as institutional clients and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform encompassing equities, fixed income, and alternatives.

Michael Ball is a CFP® professional affiliated with Focus Partners Wealth, LLC, with 26 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Transform Wealth, and Weatherstone Capital Management. Outside of his advisory work, he is involved in managing a residential real estate business. Focus Partners Wealth serves high-net-worth individuals, families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Gregory Merrill is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes over a decade at Northwestern Mutual and current involvement with Merrill Financial Associates. He is also a member and owner of MAM-GSM, LLC, a private entity related to family assets. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party managers, retirement consulting, and custody services.

Bart Place is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has prior experience working at Texas Instruments and Micron Technology. Outside of his advisory role, he is involved with The Sweet Place LLC, a business he has been associated with since 2021. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Andrew Flanders is a financial advisor at Foundations Investment Advisors LLC with a Series 65 license and one year of industry experience. His prior work includes roles at Stauffer Retirement Planning, Tandem Ventures, and Brigham Young University. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses model portfolios and an asymmetric rebalancing approach, combining fundamental, technical, and cyclical analysis, and often employs third-party sub-advisers and custodians such as Schwab, Fidelity, and Pershing.

Jordan Palmer is a financial advisor at Independent Financial Group, LLC with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including LPL Financial, CUSO Financial Services, and Prudential Insurance Company of America. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models, strategic asset allocation, and ongoing portfolio monitoring to develop tailored investment strategies.

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.