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.

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.

Jason Tenney is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has been with AE Wealth Management since 2020. Tenney also serves as Managing Director of Sales at KTS Financial Group, where he has worked since 2003, focusing on insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a broad client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services.

Joseph Paul is a Series 66-licensed financial advisor at Rockefeller Financial LLC with nine years of industry experience. He has worked at Rockefeller Financial since 2019 and previously at Axiom Capital Management Inc. and HighTower Securities, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both a registered investment advisor and broker-dealer with a consolidated investment platform that includes equities, fixed income, and alternatives.

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.

Barclay Emery II is a financial advisor at SPC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities since 2014. Outside of his advisory role, he is a 33% partner in Emery Insurance Group, a call center focused on final expense life insurance and Medicare telesales, and is involved in the sale of non-variable insurance products through Emery Financial Group. SPC serves a broad client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a service model that includes discretionary management, co-advisor arrangements, and integrated non-fiduciary retirement services.

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 designations and has previously worked at Valic Financial Advisors, CapitalRock LLC, UPS, MWA Financial Services Inc, and Modern Woodmen Of America. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by financial professionals’ recommendations and ongoing oversight, while leveraging its affiliation with KeyCorp and related entities.

Logan Johnson is a Series 65-licensed financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. Prior to joining Sequoia Financial Group in 2026, he worked at Wealth Enhancement Group, Charles Schwab & Co., and Fidelity Investments, among other roles. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers.

Shane Kunz is a CFP® with 20 years of industry experience currently serving at Stratos Wealth Partners, Ltd. He has previously worked at Wells Fargo in various roles from 2006 to 2022 and joined Stratos Wealth Partners and LPL Financial in 2022. Outside of his advisory work, he is involved with K45 Enterprises LLC, a business entity established for tax and investment purposes. Stratos Wealth Partners serves a wide range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports both discretionary and non-discretionary account management across multiple custodians.

Trevor Wetzel is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Breck Fullmer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 26 years of industry experience. He has worked at John Hancock Mutual Life, Signator Investors, and Huntsman Cancer Institute since 1999. Outside of his advisory work, he is involved in several business ventures, including ownership interests in financial and real estate entities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.

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.

Brian Worley is a CFP® with 20 years of industry experience, currently serving as a wealth advisor at Sequoia Financial Group, L.L.C. He has been with The Martin Worley Group since 2014. Outside of his advisory role, Worley is involved with nonprofit organizations, including serving on the investment committee for the National Ability Center and participating in the Back to Our Roots Scholarship Committee, which awards scholarships to local high school seniors. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by a dedicated Investment Policy Committee and extensive research resources.

Jerod Andersen is a financial advisor with SPC based in Cottonwood Heights, UT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Parkland Securities since 2014 and serves as president of Andersen Retirement & Insurance Concepts Inc. and managing member of Legacy Financial Group LLC, where he sells health, life, fixed annuities, and fixed index annuities through various insurance companies. SPC serves a diverse client base including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services, delivering primarily discretionary management with options for nondiscretionary arrangements and direct-at-fund management.

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.

Shandon Johnson is a CFP® professional with eight years of industry experience. He is currently a wealth advisor at Sequoia Financial Group, L.L.C. and has previously worked with The Martin Worley Group, Cabela's, and Utah Valley University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a mix of model and custom portfolio management strategies supported by an Investment Policy Committee and offers a variety of investment options including mutual funds, ETFs, private funds, and alternative investments.

Kenneth Gibson is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the ChFC® and Series 66 designations. His career includes roles at Lion Street Advisors and Lion Street Financial, as well as longstanding involvement with Visionlink Corporate Insurance Services and The VisionLink Advisory Group, where he also serves as Senior Vice President managing marketing and client meetings. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, and retirement plan consulting utilizing various portfolio management approaches and multiple custodial platforms.