Gregory Wise is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 registrations. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Fidelity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates rather than short-term forecasts.

William Cottrell is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has worked with multiple firms including WealthWave and Debt America, and is also the owner and president of Calm Choice, a software-related business. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through a range of proprietary and third-party investment programs.

Jakob Barker is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Transamerica, he worked at Managed Wealth Financial and Wfgia. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Landon Eatough is a Series 65-licensed financial advisor with Sequoia Financial Group, L.L.C., bringing two years of industry experience. He has previously worked at Eide Bailly Advisors, LLC and Eide Bailly LLP. Outside of finance, his background includes roles at UTV Warehouse and service with The Church of Jesus Christ of Latter Day Saints. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model portfolios and customized solutions, using a range of investment vehicles and research methods overseen by an Investment Policy Committee.

Chuk Che is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 credentials and 11 years of industry experience. His background includes roles at Fidelity Brokerage Services, Morgan Stanley, and other financial and service companies. Outside of advisory work, he has been involved in entrepreneurial ventures such as Chuk's Kitchen and other business activities. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Connor Santry is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential. He has gained one year of industry experience with roles at Managed Wealth Financial, World Financial Group Insurance Agency, and Bankers Life and Casualty Company. Outside of finance, he has been involved with Assisted Living Locators West CT for two years. 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 both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

James Cecchini II is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2017. His prior experience includes eight years at Legend Advisory Corporation and 23 years at Legend Equities Corporation. Outside of his advisory work, he is involved in buying and selling interesting automobiles through his business, Unique Car Guy, LLC. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, access to third-party managers, and both wrap and non-wrap platform options, supported by an in-house Investment Management & Research team.

Christopher Miller is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in South Jordan, UT, and has one year of industry experience. Before joining Transamerica, he worked in mortgage lending and has been involved with Smokin' Fire Productions LLC since 2018. He has also served as a rescue technician for Provo Fire and Rescue. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through a variety of fee-based and commission-based programs, with access to proprietary and third-party investment models.

Willard Scott is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Transamerica since 2012 and has prior experience with World Financial Group. Outside of financial advising, he operates a guided trophy big game hunting and fishing business and owns a mobile grooming service for show horses. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios, discretionary and non-discretionary programs, and a range of insurance and brokerage products.

Braxton Hatch is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, E*Trade Securities LLC, and Empower Financial Services, among other firms. Outside of financial advising, he is involved in delivery work for DoorDash and maintains an active real estate license for practice during his off time. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach is tied to its administrative platforms, offering point-in-time financial plans and optional managed account solutions.

William Black is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 registrations and bringing eight years of industry experience. His prior engagements include roles with Revolution Financial Management, Legacy Shield, and Business Network International, where he participates as a chapter member focused on referral generation. He also has involvement with Legacy Shield, facilitating estate planning referrals through a subscription-based platform. Transamerica Financial Advisors serves a wide range of clients, including individual investors, high-net-worth individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Troy Walker is a financial advisor at Centaurus Financial, Inc. with five years of experience in the industry. He holds Series 63, 65, and 66 licenses and has been practicing as an attorney since 1996, specializing in criminal defense, trust and estates, and civil litigation. Additionally, he serves as the mayor of Draper City, Utah, a position he has held since 2014. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management, employing a variety of analytical approaches and both discretionary and non-discretionary arrangements.

Dan Roberts is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Commonwealth since 2012 and has been affiliated with The Financial Resource Group since 1988. Roberts also serves as president and sole owner of Financial & Estate Strategists, Inc., an insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers various portfolio management options and distinct program structures, including discretionary model portfolios managed by its Investment Management and Research team.

Bryce Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at multiple firms, including World Financial Group and Managed Wealth Financial, where he is an owner. Outside of his advisory work, he is a partner in a part-time houseboat partnership and is involved with Eventbrite as a vendor for ticket sales. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, utilizing model portfolios and third-party money managers to implement its advisory services. The firm operates a large advisor network and offers multiple program platforms, integrating retirement plan services and affiliated product distributions.

Nathan Diede is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses. He has been with Empower Advisory Group and Empower Financial Services since 2026, following a year at Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages its recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

Mary Gubler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She previously worked at Securities America Advisors and OSAIC before joining Commonwealth and Synergy Financial Advisors in 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Martin Olson is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in South Jordan, UT, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He has been with Equity Services since 1999. Outside of his advisory role, Olson serves as a second counselor in the bishopric of his local Church of Jesus Christ of Latter-day Saints ward and handles financial duties related to charitable donations. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that frequently incorporate third-party asset managers and model portfolios.

Melody Ream is a financial advisor with D.A. Davidson & Co. in South Jordan, UT, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining D.A. Davidson, she worked at Wealth Management CPAs, LLC and Pearson Butler, PLLC. She is also the owner of Mark My Words, LLC, a paralegal document preparation service, and serves as an outdoor guide for Powder Trout Adventure Company, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides both fiduciary advisory services and municipal advisory activities, employing quantitative and qualitative analysis to support investment recommendations and financial planning.

James Duke is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Edward Jones, Keeler Thomas, and SagePoint Financial. In addition to his advisory work, he serves as an adjunct professor teaching the CFA Level 1 course to graduate students at the University of Utah. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, using both proprietary guidance and third-party platforms.

Jacob Hansell is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Northwestern Mutual. His career also includes roles in wealth management and insurance at Apollon Insurance Group and Apollon Wealth Management. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary implementation by Envestnet and strategic portfolio design by the Key Wealth Chief Investment Office and third-party managers.