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®-certified financial advisor with 51 years of industry experience, currently with Hornor, Townsend & Kent, LLC. He has worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2007. Woodall also operates a separate financial services business, Financial Redesign, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes both advisory and broker-dealer services. The firm offers tailored investment strategies and works with third-party asset managers to provide discretionary and non-discretionary portfolio management.

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 Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked 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 service model connected to Empower’s administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.

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.

Andrew Walkington is a financial advisor at Equity Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with multiple firms, including his own entities, Andrew J. Walkington Financial, LLC, and Martin D Olson Financial, LLC. 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, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Randall Bills is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Guardian Life Insurance Company and Primerica Advisors. Outside of his financial advisory work, he plays keyboard for a local rock and roll band called The Flashback Brothers. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and business consulting. The firm utilizes various investment strategies and supports both discretionary and non-discretionary account management.

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.

Robert Palfreyman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He has previously worked at Morgan Stanley and E*Trade Securities. Palfreyman is also an adjunct faculty member at Brigham Young University, where he teaches online Excel classes. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm operates through a model integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

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.

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.

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.