Ryan Duncan is a financial advisor with D.A. Davidson & Co. holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining D.A. Davidson, he held positions at Fidelity Investments and other organizations. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base including employer-sponsored 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, and a private wealth program for high-net-worth clients.

Jonathan Pinnock is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Commonwealth since 2002, following one year at Signator Investors, Inc. Outside of his advisory role, he co-owns interests in a boat and an airplane. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Joshua Reynolds is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 66 license and has worked at Praus LLC and WFGIA. Reynolds is also affiliated with Brigham Young University. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Kyle Sutton is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Morgan Stanley, A. G. Edwards & Sons, and Wells Fargo Clearing. Outside of his advisory work, he serves as the governor of Sandy Lake Trucking, LLC, a company providing trucking services for agricultural products. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored and discretionary investment advice through a large advisory network and maintains affiliations with broker-dealers and insurance agencies while operating independently from other registered investment advisers.

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.

Zachary Nielson is a financial advisor at Guardian Life with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Park Avenue Securities, Guardian Life Insurance Company, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Securian Financial Services. Nielson is involved in insurance products outside of Guardian Life that account for more than 10% of his annual compensation. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides both brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized client relationships through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Bart Place is a financial advisor with Transamerica Financial Advisors in South Jordan, UT. He holds Series 65 and Series 63 credentials and has been with Transamerica Financial Advisors since 2026. Prior to this, he worked in various roles including at Texas Instruments and has entrepreneurial experience through his involvement with The Sweet Place LLC. 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 a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary 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.

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.

Austin Fields is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Eide Bailly Financial Services and Eide Bailly Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management with research-driven allocation strategies, and it offers a range of services such as private fund management and trustee support.

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.