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 with D.A. Davidson & Co. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments and World Financial Group. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary retirement plan advisory services, modular and comprehensive financial planning, and a private wealth program for high-net-worth clients.

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.

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.

Michael Ball is a CFP® professional with 25 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior work includes long tenures at Weatherstone Capital Management and Transform Wealth, as well as roles at Kovitz Investment Group Partners and Focus Partners Wealth. Outside of advisory work, he is involved in managing a residential real estate business on a limited basis. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach utilizing proprietary models and offers a broad range of portfolio management strategies.

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.

Jacob Beaulieu is a financial advisor with Empower Advisory Group in Orem, UT, holding Series 63 and Series 66 licenses and having one year of industry experience. He previously worked at Fidelity Investments and has been employed in various roles since 2019, including positions related to youth programs at Brigham Young University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

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.

Matthew Stewart is a financial advisor with Eagle Strategies (NY Life) based in Sandy, Utah. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance. He has invested as a lender in a short-term promissory note for Element Solar LLC. Eagle Strategies serves a broad client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Logan Avery is a financial advisor at Sanctuary Advisors, LLC with a Series 66 credential. He has less than one year of industry experience and previously held roles at TomiPlan and Brigham Young University. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers and offers a variety of discretionary and non-discretionary investment solutions.

Phillip Barbaria is a financial advisor at Principal Financial Services with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Principal Financial Services since 2016. He also has a long tenure with Principal Life Insurance Company dating back to 2007. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers 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.

Charles Newton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His prior roles include positions at Responsible Asset Management and NPB Financial Group LLC, as well as operating Advanced Financial Strategies since 2008. He serves on the board of the Utah Chapter of Financial Planning Associates, having previously held leadership roles within the organization. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, delivering advice through diverse platforms and combining in-house and third-party model portfolios with both discretionary and non-discretionary strategies.

Austin Fields is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has prior experience at Eide Bailly Financial Services, LLC and Eide Bailly Advisors, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christopher Miller is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has held roles at Allegis Advisors Group, Townsquare Capital LLC, and DFPG Investments, among others. Miller also serves as president of Allegis Advisors Group, a role in which he oversees strategy and agent recruitment. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

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.