Jannah Devine is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for nine years before joining Rockefeller Financial. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Tyler Liechty is a financial advisor with GWN Securities Inc. in Lehi, Utah, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he owns West Jordan Ace Hardware, a retail business where he manages finances and inventory. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a variety of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Carrie Hughes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. In addition to her advisory role, she is involved in several outside activities, including serving as a State Central Committee Member for the Utah County Republican Party and participating on the advisory board of Crofter Market, LLC, a software company for direct sales. She also provides estate planning services through Intervivios, PLLC. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Ryan Serr is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2015 and is also affiliated with several other financial services firms. Outside of advisory activities, he refers business for Sword & Shield Estate Planning. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Michelle Whitlock is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and three years of industry experience. In addition to her advisory role, she teaches private voice lessons and is involved with the Wasatch Music Coaching Academy and Dean Voice Studio, where she offers vocal instruction and occasional performances. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment options.

John Martindale is a CFP® professional with 28 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2023. He previously worked at Ailsa Capital, Inc for 12 years. Outside of his advisory role, he owns and provides administrative assistance for Ailsa Capital Management, a non-investment related business. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach utilizing third-party independent managers and formal due diligence processes, and is noted for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

Matthew Enger is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Creative Planning since 2013. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Rosalie Cox is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has been with Transamerica Financial Advisors since 2020 and is also involved with WealthWave, Managed Wealth Financial, and Wfgia. Outside of finance, she owns Oquirrhberg Kennels LLC, where she trains police and military dogs, including those for explosive and bed bug detection. 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 utilizes a model portfolio and third-party manager approach to investment management and supports its advisors through multiple program platforms.

Nathan Jackman is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. His career includes roles at multiple firms such as Stonehill National, Managed Wealth Financial, and Jackman Financial Inc., where he serves as president. He is also involved with LSPN Pro, LLC and inheritguard, LLC. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm uses a model portfolio approach implemented through third-party managers and multiple program platforms, managing regulatory assets of approximately $1.7 billion.

Parker Spencer is a Series 66 licensed advisor with approximately three years of industry experience. He is currently with Independent Financial Group, LLC and has previously worked at Summit Concepts Wealth Management and LPL Financial. Outside of his advisory role, he is involved with Multiserve Insurance, focusing on property and casualty insurance. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to create tailored investment strategies, blending passive and active exposures across multiple risk profiles.

Todd Mons is a financial advisor at Creative Planning with 19 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. In addition to his advisory role, he is co-owner of podmonsters, LLC, a drop shipping and print-on-demand business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Gary Davis is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and having eight years of industry experience. His career includes roles at UpKeep LLC, LSPN Pro, LLC, WealthWave, and leadership positions in Impact Leadership Development, LLC, and The Impact Group Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, trusts, and corporations, offering both advisory and broker-dealer services with a combination of proprietary and third-party investment models to meet various client needs.

Marie Seabury is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. Her prior experience includes roles at Arbor Point Advisors, Securities America Inc, Verus Capital Partners LLC, SagePoint Financial, and Keeler Thomas Inc. Outside of her advisory work, she owns a business that makes handmade hair bows. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, and nonprofits. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to build and monitor client portfolios.

Melissa Thurber is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 66 licenses. She has 23 years of industry experience, including over a decade at Transamerica Financial Advisors and a concurrent role at Wfgia. As part of her role at Transamerica, she may perform home office functions for other business units. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

Logan Reid Reynoso is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing seven years of industry experience. His background includes roles at Weightless Financial and various entrepreneurial ventures such as ReidReynoso Enterprises LLC and LSPN Pro, LLC. He is also involved in mortgage lending through Innovative Mortgage Alliance and participates in business networking with Business Network International. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers for portfolio management and offers integrated retirement plan solutions and affiliated product distributions.

Jennifer Evans is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Jackman Financial and Widdison Enterprises, Inc. Outside of her advisory work, she has been involved with the AGA Northern Utah Chapter for seven years and has entrepreneurial experience through Footzoning and DoTerra. Transamerica Financial Advisors serves a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Barrett Ethington is a financial advisor with Eagle Strategies (NY Life) based in South Jordan, Utah, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been affiliated with Eagle Strategies and New York Life entities since 2013 and operates the Ettington Financial Group. Outside of advisory work, he is involved in real estate remodeling and cryptocurrency investing. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages a substantial majority of its assets on a non-discretionary basis.

Kevin Grenko is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 designations. He has 21 years of industry experience, including roles at Transamerica Financial Advisors since 2012, Grenko Financial LLC from 2009 to 2024, and Wfgia since 2004. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach implemented through various program platforms and third-party managers, with regulatory assets under management of approximately $1.7 billion.

Jonathan Upham is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sageview Private Client Group and Cetera Wealth Services. Outside of his advisory roles, he is a partner at Powder Capital, LLC, a real estate business focused on buying and selling residential and commercial properties. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

James Winokur is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in South Jordan, UT, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Nationallife Group, CreativeOne Wealth, ARS Investment Advisors, and OneAmerica Securities. Outside of his advisory work, he is a principal of Win Retirement Solutions, a separate investment-related business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.