Mackenzie Huish Casey is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 21 years of industry experience. Prior to joining TIAA-CREF in 2022, Casey worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Casey serves on the board of the Utah Down Syndrome Foundation, contributing to the direction of educational and social programs for individuals with Down syndrome and their families. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing portfolio management, offering model or customized portfolios under a fiduciary standard.

Michael Ball is a CFP® professional affiliated with Focus Partners Wealth, LLC, with 26 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Transform Wealth, and Weatherstone Capital Management. Outside of his advisory work, he is involved in managing a residential real estate business. Focus Partners Wealth serves high-net-worth individuals, families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

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.

Nichole Brown is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her previous roles include positions at Insight Global/Goldman Sachs and Wells Fargo Advisors. Outside of her advisory work, she is employed as a cashier at Burlington Coat Factory. TIAA-CREF's Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

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.

Kenneth Kochiss is a financial advisor with Empower Advisory Group in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Heritage Capital, and the University of Connecticut. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered through a model integrated with Empower’s recordkeeping and administrative platforms.

Sarah Christensen is a CFP® at Cerity Partners LLC with three years of industry experience. She has worked at Cerity Partners since 2023 and previously held roles at Lumina Financial, KAC Financial Services, the University of Utah, and LDS Business College. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Bart Place is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. He has prior experience working at Texas Instruments and Micron Technology. Outside of his advisory role, he is involved with The Sweet Place LLC, a business he has been associated with since 2021. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

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.

Clara Thomas is a financial advisor at D.A. Davidson & Co. based in Salt Lake City, UT. She holds a Series 66 designation and has been in the industry since 2026. Her prior experience includes roles in education and nonprofit settings, such as the FJ Management Center for Student Success at Utah State University and Bountiful High School, as well as involvement with The Church of Jesus Christ of Latter-Day Saints. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm offers a range of services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and specialized wealth management for high-net-worth clients.

Sivakrupa Sukavaneshvar is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63 and Series 66 registrations and three years of industry experience. Prior to joining D.A. Davidson, they worked at Goldman, Sachs & Co. for two years. 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 a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative investment analyses.

Brooke Smith is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with 32 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

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 bringing 30 years of industry experience. His prior roles include positions at Responsible Asset Management and NPB Financial Group LLC. He has served as a board member and former president of the Utah chapter of Financial Planning Association in government affairs. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of firm- and third-party models to create tailored client strategies, using a mix of passive and active portfolio exposures across various risk profiles.

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.

Fred Schwendiman is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He has worked at several firms, including AE Wealth Management, Brookstone Capital Management, and Heritage Wealth Management, where he has also sold life and annuity insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and asymmetric rebalancing, to tailor investment advice.

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.