Garrett Vanamen is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He has been with Centaurus Financial since 2018 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages a part-time sales business specializing in plastic countertops. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services across both discretionary and non-discretionary arrangements.

Joshua Schmidt is a financial advisor at Transamerica Retirement Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide guidance focused on asset allocation, contribution rates, and retirement timing.

Adam Stewart is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at E*TRADE Securities, Morgan Stanley, and LPL Financial. He is based in Lehi, Utah. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Bradley Barker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with multiple organizations including Managed Wealth Financial and WealthWave, and serves as president of Huntington Estates Water, overseeing neighborhood irrigation scheduling. Barker also provides social security analysis through the National Association of Registered Social Security Analysts. Transamerica Financial Advisors 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 to deliver investment advisory, brokerage, and retirement-plan services through multiple program platforms.

Robert Sandberg is a CFP® professional with 28 years of experience in the financial services industry. He is currently with OSAIC Advisory Services, LLC and has held previous roles at Arbor Point Advisors, Verus Capital Partners, and Securities America. Outside of his advisory work, Sandberg is president and owner of Freedom Point Financial, a consulting business that provides marketing and business practice support to insurance agents and registered representatives. OSAIC Advisory Services, LLC serves a diverse client base including individuals, retirement plans, corporations, and nonprofits, offering investment management, financial planning, and related services. The firm delivers advisory services through multiple program models and utilizes a combination of proprietary guidance and third-party platforms to build and monitor client portfolios.

Clinton Stosich is a financial advisor with Eagle Strategies (NY Life) in South Jordan, UT, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at Eagle Strategies, Ethington Financial Group, Nylife Securities LLC, and New York Life Insurance Company. He is also involved in brokering non-registered insurance products through Ethington Financial Group. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Wilson is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing Services and Fidelity Brokerage Services. He also receives trail commissions on health insurance contracts written before 2016 when he operated as an independent insurance agent. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Peck is a financial advisor with Commonwealth Financial Network in Provo, UT, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Royal Alliance Associates Inc. He has conducted fixed insurance sales as a secondary business activity. 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 $200 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, and various investment options.

Scott Martineau is a financial advisor at Creative Planning with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2021, following roles at Reilly Financial Advisors and Gwfs Equities Inc/Great West Life & Annuity Insurance Company. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tactical and private market investment options.

Mckay Sobotka is a financial advisor at Equity Services, Inc. with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at National Life Group and LiveView Technologies. He has been an insurance agent with Cambridge Financial Network since 2025. Equity Services, Inc. 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, frequently utilizes third-party asset managers and model portfolios, and operates with both discretionary and non-discretionary client programs.

Kendra Burgon is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and three years of industry experience. She serves as president of the Silver Mesa PTA and is involved as a referral partner with Beach Boss Influencers. Kendra's prior roles include marketing positions with WealthWave and Managed Wealth Financial. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a range of advisory and broker-dealer services including fee-based wrap programs, model portfolios, and access to third-party money managers. The firm provides discretionary and non-discretionary investment programs and operates as both a registered broker-dealer and registered investment adviser.

Michael Ewing is a financial advisor with Transamerica Financial Advisors based in South Jordan, Utah. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Super Saver Media, World Financial Group, Inc., Valpak, and Dealdvisor. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Kelly Zitting is a financial advisor with OSAIC Advisory Services, LLC in Draper, UT, holding CFP® certification and Series 63 and 66 licenses. He has 24 years of industry experience and has previously worked with firms including Equitable Advisors, Arbor Point Advisors, and Fidelity. In addition to his advisory career, he serves as a Resource Manager for the U.S. Army Reserve and is the owner and president of a corporation providing health insurance, life insurance, and annuities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, and retirement consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.

Robert Shelton is a financial advisor with J.W. Cole Advisors, Inc. in American Fork, UT, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. Shelton serves as chairman of the board and executive committee member for Make A Wish Utah and is also involved in book publishing and local news through Axio Publishing. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Samuel Gentry is a CFP® with 25 years of industry experience, currently serving as an investment advisor at Kestra Advisory. He has been with Kestra Advisory since 2016 and also holds roles related to retirement consulting through Kestra Investment Services and Firstwest Benefit Solutions. His professional activities include working as a retirement consultant, meeting with plan participants to assist with retirement goals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving clients ranging from individual investors to sovereign wealth funds.

Kevin Glad is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held various roles including adjunct instructor at Neumont College of Computer Science and Salt Lake Community College, where he teaches computer-related topics. Glad also serves on the board of directors for No Small Dreams, a nonprofit providing educational grants and scholarships in the Philippines. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large network of advisors and multiple program platforms.

Gregory Wise is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

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 financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 65 credential and has two years of industry experience. His prior work includes roles at Eide Bailly Advisors, LLC and Eide Bailly LLP, as well as experience outside finance with UTV Warehouse and The Church of Jesus Christ of Latter Day Saints. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm offers both model and customized portfolio management using various investment vehicles, guided by an Investment Policy Committee with ongoing research and due diligence.