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 financial advisor with Empower Advisory Group who holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions 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 model tied to Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Blake Earl is a financial advisor with TIAA-CREF based in Salt Lake City, UT, holding Series 63 and Series 66 designations and with 34 years of industry experience. He has worked with TIAA and affiliated entities since 2011. Outside of his advisory role, he serves as a State Delegate in Utah, participating in the review of political candidates and attending state conventions. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates planning services from ongoing management and offers both model-based and customized portfolio management under a fiduciary standard.

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.

Bradley Thurber is a CFP® professional with 26 years of experience currently serving at D.A. Davidson & Co. since 2000. He is based in Salt Lake City, UT, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Thurber serves as president of the Farmington Youth Football league, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards, offering services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Leila Taylor is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Rockefeller Financial since 2019, previously working at Axiom Capital Management, Inc. and Hightower Securities, LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and is known for its institutional ownership structure and its role as a distributor and placement agent for private funds and access vehicles.

David Payne is a financial advisor at Stratos Wealth Partners, Ltd. in Salt Lake City, UT, holding a Series 66 designation. He has been in the industry since 2025, with prior experience at Winward Financial Insurance and Investments, EP Wealth Advisors, and UWC Wealth Management. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, utilizing an open-architecture approach and access to a broad range of platforms and resources.

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.

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.

Kelton Lawson is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF, Lawson worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Fidelity Investments. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate broker‑dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through customized and model portfolio options.

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.

Brian Moore is a financial advisor at Corient with 28 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes seven years at LPL Financial and fifteen years at Zions Direct. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.