Scott Phillips is a financial advisor with Centaurus Financial, Inc. in Salt Lake City, UT, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including nearly two decades with Centaurus Financial and over 45 years operating Phillips Financial. Outside his advisory role, he consults with specialized professionals on business risk reduction and tax strategies and provides services related to cash flow, business succession, and employee benefit planning. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary approaches with a combination of fundamental, technical, bottom-up, and top-down analysis.

Ryan Duncan is a financial advisor with D.A. Davidson & Co. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments and World Financial Group. 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 both discretionary and non-discretionary retirement plan advisory services, modular and comprehensive financial planning, and a private wealth program for high-net-worth clients.

Jonathan Pinnock is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is a co-owner of entities related to recreational assets, including a boat and an airplane. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, allowing advisors discretion in portfolio construction and providing managed model portfolios through its Investment Management and Research team.

Shane Roghaar is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2000. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both one-time planning services and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Arthur Leo is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, having worked at Valic Financial Advisors since 1999 and also serving as an agent with Agia since 2022. Outside of his advisory role, he is involved with non-securities insurance products through his position at Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Joshua Reynolds is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and no prior industry experience. His background includes roles at Brigham Young University and the Utah Glass Association. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Jeffrey Hansen is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. He is based in Salt Lake City, UT. Outside of his advisory role, Hansen is involved in welder and metal design work. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs combining proprietary and third-party strategies.

Kyle Sutton is a financial advisor with SPC in Sandy, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2012. Outside of his advisory work, he serves as governor of Sandy Lake Trucking, LLC, which provides trucking services for agricultural products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management approaches.

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 with 25 years of industry experience, currently serving at NorthCoast Asset Management LLC. His prior work includes long tenures at Weatherstone Capital Management and Transform Wealth, as well as roles at Kovitz Investment Group Partners and Focus Partners Wealth. Outside of advisory work, he is involved in managing a residential real estate business on a limited basis. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach utilizing proprietary models and offers a broad range of portfolio management strategies.

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 at Transamerica Financial Advisors with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked in technology and entrepreneurial ventures, including roles at Texas Instruments and ownership of The Sweet Place LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios.

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. with a Series 66 credential and one year of industry experience. Prior to joining D.A. Davidson, she held roles at Utah State University and worked with the FJ Management Center for Student Success. She also has experience with The Church of Jesus Christ of Latter-Day Saints and has been involved with Crave Cookies. 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 advisory services, including retirement plan advice, financial planning, and a private wealth program for high-net-worth clients.