Bradley Sofonia is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include long tenures at Pruco Securities, LLC and Prudential Insurance Company of America, along with positions at multiple financial and insurance firms. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process centers on strategic asset allocation and risk-based mutual fund portfolios, complemented by educational and support services for plan sponsors and participants.

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.

Julie Alger is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Morgan Stanley, E*Trade, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

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.

Jonathan Pinnock is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is a co-owner of entities related to recreational assets, including a boat and an airplane. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, allowing advisors discretion in portfolio construction and providing managed model portfolios through its Investment Management and Research team.

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.

Ryan Collette is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has been with Parkland Securities since 2014. In addition to his advisory role, he is president and sole shareholder of Collette Financial Planning and operates Collette Financial Group, offering financial services. He is also an independent insurance agent handling fixed insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Teancum Stafford is a financial advisor at Lido with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Empower Advisory Group, among other firms. Stafford has also been affiliated with Brigham Young University. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Zachary Nielson is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Park Avenue Securities since 2018, Guardian Life Insurance Company since 2017, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is involved in managing the ZB Family Trust for his wife. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

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.

Garth Driggs is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Stone Hill and Snowbird Ski and Summer Resort, alongside a long-term association with Advantage Financial. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm’s advisory approach relies primarily on model portfolios and third-party managers, serving individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

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.