Charles Newton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Responsible Asset Management and NPB Financial Group LLC. He has served as a board member and former president of the Utah chapter of Financial Planning Association in government affairs. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of firm- and third-party models to create tailored client strategies, using a mix of passive and active portfolio exposures across various risk profiles.

Austin Fields is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Eide Bailly Financial Services and Eide Bailly Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with research-driven allocation strategies, and it offers a range of services such as private fund management and trustee support.

Fred Schwendiman is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He has worked at several firms, including AE Wealth Management, Brookstone Capital Management, and Heritage Wealth Management, where he has also sold life and annuity insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and asymmetric rebalancing, to tailor investment advice.

Jeffrey Johansen is a financial advisor with Equity Services, Inc. in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His previous work includes roles at National Life Group, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. In addition to his advisory work, he is involved with several insurance agencies. 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Blair Wilding is a financial advisor with GWN Securities Inc. in Layton, Utah, holding a Series 66 credential and over 21 years of industry experience. He has been with GWN Securities since 2012. Outside of advisory work, he is involved in health insurance through Stone Hill National and operates a retirement planning business under the DBA BlackRidge Wealth Management. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Timothy Blackham is a ChFC® with over 21 years of industry experience, currently serving with Equity Services, Inc. He has held positions at firms including National Life Group, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Outside of his advisory roles, Mr. Blackham is co-founder and COO of the Gift of Glove Foundation, a nonprofit focused on collecting equipment for donation. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms featuring third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Tiffany Morgan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has worked with Managed Wealth Financial since 2018 and has been affiliated with Transamerica Financial Advisors and Perpetual Legacy Financial LLC since 2012. Outside of advisory work, she is involved in sales of insurance and non-insurance products related to her firm affiliations. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Nathan Anderson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and three years of industry experience. Prior to joining Osaic, he worked at Cetera Wealth Services, LLC and Renaissance Financial. Anderson has also been involved with Utah State University’s Center for Entrepreneurship. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting through multiple program models, utilizing both proprietary and third-party platforms.

Samuel Nielson is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Valic Financial Advisors, CapitalRock LLC, and MWA Financial Services Inc. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary model portfolios and integrates services from KeyCorp affiliates, including investment-banking and municipal advisory capabilities.

Preston Bailey is a financial professional with one year of industry experience, currently affiliated with Osaic Advisory Services, LLC. He holds a Series 66 designation and has worked at several firms including Cetera and Renaissance Financial. Outside of his advisory role, he is a limited partner in a family cattle grazing ranch. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and both proprietary and third-party platforms for portfolio management.

Barrett Vaughan is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Empower Advisory Group, joining in 2026 after prior roles at E*Trade Securities 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 retail brokerage clients, using an integrated model aligned with Empower’s administrative platforms.

Reuben Rowley is a CFP® professional with six years of experience, currently affiliated with Eagle Strategies (a New York Life company). He has held roles at Mountain Sage Financial, LLC and NYLIFE Securities LLC, among others. In addition to his advisory work, he owns a business that brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across multiple program types and manages a significant portion of assets on a non-discretionary basis.

Devon Widdison is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Transamerica since 2012 and has held roles at WealthWave and DebtMerica. Outside of finance, he operates Silver Reflections Photography, a part-time photography business he has run since 2004. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple platform programs. The firm’s advisory approach primarily uses model portfolios and third-party managers while offering a range of investment and retirement services.

Steven Kingrey is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Transamerica, he was affiliated with World Financial Group, Inc. Since 2025, he has also worked as a CrossFit coach and trainer at Rock Canyon CrossFit. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Kenneth Gibson is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the ChFC® and Series 66 designations. Gibson has held roles at Visionlink Financial Advisors, Inc., The VisionLink Advisory Group, Inc., M HOLDINGS SECURITIES, Inc., and Lion Street Financial. He also serves as Senior Vice President at The Visionlink Advisory Group, where he consults for middle market businesses and manages marketing activities. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through various platforms and employs diverse investment approaches including strategic, tactical, and adaptive allocation.

Tyler Pettit is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He has been with D.A. Davidson since 2010 and holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Mitchell Simkins is a financial advisor at Farther with 18 years of industry experience. He holds a Series 66 designation and has worked at Farther Finance Advisors since 2023. His prior experience includes roles at Goldman Sachs Personal Financial Management and Miller Financial Inc. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

John Forsgren is a financial advisor with GWN Securities Inc. in South Jordan, Utah, holding a Series 66 designation and 20 years of industry experience. He previously worked at Interactive Financial Advisors from 2013 to 2017. Outside of his advisory role, Forsgren is part owner of Blackridge Financial Group LLC and is involved in managing the office property where his firm operates. GWN Securities is an SEC-registered investment adviser and broker-dealer serving 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, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Andrew Wellner is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He is also involved in several business ventures, including ownership of Oakleaf Farms LLC, which is engaged in honey production. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services. The firm primarily uses model portfolios and third-party managers to implement its advisory approach and supports a large advisor network through multiple program platforms.

Dalton Place is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at several firms, including Pack Tax and NIAX, and is the owner of The Sweet Place LLC, which operates two co-branded franchise food service locations in Utah. Dalton participates in a networking referral group that meets regularly for business and community activities. Transamerica Financial Advisors serves a broad client base ranging from individual investors to large institutional clients, offering a variety of advisory and brokerage services including proprietary and third-party managed model portfolios with both discretionary and non-discretionary options.