Robin Andersen is a financial advisor at Diversify Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has held positions at several firms, including Creative Financial Services and DFPG Investments. Outside of his advisory role, he is involved as a coach and camp director for Mr. Football Camp and serves as Chapter President of the American Financial Education Alliance in Utah. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm manages approximately $4.1 billion in assets and utilizes a tactical diversification investment approach through a team of over 50 advisors.

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 his advisory work, he is a silent partner and investor in a performance auto mechanics business. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to a diverse client base through a network of nearly 300 investment adviser representatives.

Joshua Scott is a financial advisor at Capita Financial Network, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Divergent Wealth Advisors, Utah Valley University, HFG Trust, and World Financial Group. Capita Financial Network serves individuals, including retirees and high net worth clients, as well as 401(k) plans and small businesses, providing financial planning and discretionary investment advisory services. The firm uses client-specific financial plans and risk-based model portfolios, primarily recommending third-party subadvisors, and manages a diverse range of investment vehicles.

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.

Devin Larkins is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Simplicity Wealth in 2025, he worked at LifePro Asset Management for eight years and operated Larkins Investment Management, LLC for six years. In addition to his advisory role, Larkins is president of Strategic Design, Inc., a financial planning and investment business. Simplicity Wealth serves a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

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 CFP® with 42 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. Based in Salt Lake City, UT, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Thornton acts as a trustee for an insurance trust. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides fiduciary-advised retirement plan services, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

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.

Mark Fry is a CFP® with 25 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Principal Life Insurance Co. and Principal Securities Inc. since 2002, and with Victory Capital since 1997. In addition to his advisory role, he serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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® with 51 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. since 2007. Woodall is also involved in insurance brokerage activities through Cambridge Financial Center, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight.

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.

Albert Moore is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions 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 model tied to Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

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® professional with 26 years of experience currently serving at D.A. Davidson & Co. since 2000. He is based in Salt Lake City, UT, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Thurber serves as president of the Farmington Youth Football league, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards, offering services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.