Jordan Hatanaka is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. He has worked with Transamerica Financial Advisors since 2015 in multiple periods and is involved with Crystal Tones LLC and 2 A4 Life, where he holds controller roles overseeing bookkeeping and manufacturing operations. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a network of advisors and multiple program platforms, implementing an advisory model largely based on model portfolios and third-party managers rather than individual advisor discretion.

Alan Wilde is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His work history includes roles at Megasphere, Business Network International, Inovashare Benefits LLC, Awesome Benefit Advisors, Managed Wealth Financial, and WFGIA. He participates in business networking groups such as Business Network International and Megasphere. 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 advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Michael Hadley is a financial advisor with Guardian Life and holds the Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles at Principal Securities Inc. and Principal Life Insurance. His career is primarily focused within Guardian Life and its affiliated entities, including Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Randall Fox is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at J.P. Morgan for 21 years before joining Transamerica in 2024. Outside of advising, he is the owner of Fox Properties I & II, a rental property business he has managed since 2008 through a property manager. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach across multiple platforms.

Cody Barrus is a CFP® and Series 65-licensed advisor at EP Wealth Advisors with one year of industry experience. He previously worked at Aquire Wealth Advisors, LLC d/b/a Dentist Advisors, among other firms, and spent six years at Brigham Young University. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a blend of fundamental, technical, and cyclical analysis.

Lorraine Umberger is a financial advisor at J. W. Cole Advisors, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Cambridge Investment Research Advisors and Metlife Securities. Outside of her advisory role, she serves as a notary and manages LUC Enterprises, a tax-related business. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Darren Rowe is a financial advisor at Key Investment Services LLC in Salt Lake City, UT, with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he worked at KeyBank for 14 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations, ongoing monitoring, and due diligence of third-party advisory products.

John Nebeker is a financial advisor with Eagle Strategies (NY Life) and has 21 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at NYLIFE Securities and New York Life since 2004, and he operates multiple related entities focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services, providing tailored advice through a broad network of affiliated representatives. The firm manages a substantial asset base primarily on a non-discretionary basis and works with individual investors, institutional plans, and corporate clients within an integrated New York Life affiliate structure.

Austyn Whittenburg is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He previously worked at Lincoln Financial Advisors for eight years and has been with Stratos and LPL Financial since 2019. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional organizations, offering a range of services such as financial planning, advisor-managed portfolios, model portfolios, and retirement consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party strategies across multiple platforms and custodians.

Lynn Ruff is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. She serves as treasurer for the Highland Conservation District and provides estate planning-related services through LSPN Pro LLC. Lynn has been with Transamerica Financial Advisors since 2018 and has additional experience with World Financial Group and Robert Half. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory model. The firm supports individual investors, employer-sponsored plans, trusts, and charitable organizations through a large advisor network and multiple program platforms.

Scott Buchanan is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Fidelity Insurance Agency and Fidelity Brokerage Services LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Brian Wade is a financial advisor at Key Investment Services LLC with 25 years of industry experience, including 20 years at his current firm. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Secretary for the Boundary Springs Waters Users Association, managing organizational duties for a local water share benefiting area homeowners. Key Investment Services LLC provides investment advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, offering access to third-party discretionary managers and maintaining oversight through product due diligence and supervisory reviews.

Joseph Morley is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at National Life Group, MML Investors Services, MassMutual Life Insurance Company, Farmer Insurance, and Uniformed Services Veterans Mortgage. He was also the owner of Joe Morley's Smoked Beef & BBQ for 17 years. 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.

Kari Moon Brown is a CFP® professional with Series 63 and Series 65 licenses, currently serving as a financial advisor at Creative Planning. She has two years of industry experience, including previous roles at Albion Financial Group and Verity. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and emphasizes a financial planning-led investment process that incorporates low-cost indexing and supplemental strategies, supported by a broad range of affiliated non-investment businesses.

Jon Nielsen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Outside of advising, Nielsen is involved in a personal entrepreneurial venture related to real estate by managing a rental property held in an LLC with his wife. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through advisory programs focused on asset allocation, contribution rates, and retirement age guidance. The firm integrates investment models and oversight from Morningstar Investment Management and manages a high volume of clients, emphasizing non-discretionary asset management.

Cydne Butler is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 18 years of industry experience. Prior to joining Stratos in 2022, she worked at Morgan Stanley for five years and Merrill for ten years. She serves on the board of the Utah Blues Society. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm’s approach combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary management across multiple platforms and custodians.

Ryan Beck is a financial advisor with Guardian Life, holding the CFP® and ChFC® designations, and has 30 years of industry experience. His prior work includes positions at AXA Advisors and Mony Securities Corporation. He is currently writing a book about Executive Benefit Planning. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Gregory Sagers is a CFP® with 24 years of industry experience, currently serving as an advisor at Independent Financial Group, LLC since 2023. He previously worked at Planmember Securities Corporation and Morgan Stanley, and has operated his own advisory business since 2014. He also maintains an ongoing role with Financial Educational Systems, Inc. outside of his primary advisory work. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs both firm- and third-party models to develop client strategies, offering a range of portfolio management options across varying risk profiles.

Donald Braun Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at WealthWave, Managed Wealth Financial, and World Financial Group, among others. Outside of financial services, he is a shareholder in Braun Holdings LLC, a golf lab and golf simulator business. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Garrett Vanamen is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He has been with Centaurus Financial since 2018 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages a part-time sales business specializing in plastic countertops. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services across both discretionary and non-discretionary arrangements.