Tiffany Morgan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has worked with Managed Wealth Financial since 2018 and has been affiliated with Transamerica Financial Advisors and Perpetual Legacy Financial LLC since 2012. Outside of advisory work, she is involved in sales of insurance and non-insurance products related to her firm affiliations. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

Nathan Anderson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His career includes roles at Cetera Wealth Services, Renaissance Financial, and Goldman Sachs. Outside of his advisory work, he has experience with Utah State University’s Center for Entrepreneurship and Fisher Home Furnishings. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform relationships with Fidelity, Schwab, Envestnet, and CAIS.

Samuel Nielson is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Valic Financial Advisors, CapitalRock LLC, and MWA Financial Services Inc. Key Investment Services LLC is an SEC-registered investment adviser 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 utilizes a multi-provider platform with discretionary and non-discretionary model portfolios and integrates services from KeyCorp affiliates, including investment-banking and municipal advisory capabilities.

Logan Johnson is a Series 65-licensed financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. Prior to joining Sequoia Financial Group in 2026, he worked at Wealth Enhancement Group, Charles Schwab & Co., and Fidelity Investments, among other roles. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers.

Shane Kunz is a CFP® professional with 20 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He has worked at LPL Financial LLC since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank from 2006 to 2022. Kunz is also involved with K45 Enterprises LLC, a non-investment-related business entity. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment and planning services through an IAR-driven, open-architecture platform.

Trevor Wetzel is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Breck Fullmer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 26 years of industry experience. He has worked at John Hancock Mutual Life, Signator Investors, and Huntsman Cancer Institute since 1999. Outside of his advisory work, he is involved in several business ventures, including ownership interests in financial and real estate entities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.

Preston Bailey is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Cetera, Renaissance Financial, and UMB Fund Services. Outside of his advisory work, he is a limited partner in a family cattle grazing ranch. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse range of clients, including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers various investment programs and consulting services, utilizing a combination of fundamental and technical analysis, tactical trading, and alternative investment strategies.

Brian Worley is a Certified Financial Planner (CFP®) with 20 years of industry experience. He currently works as a wealth advisor at Sequoia Financial Group, L.L.C. His prior experience includes roles at The Martin Worley Group, Cambridge Investment Research Advisors, and Cetera Wealth Services, LLC. Outside of his advisory work, he serves on the investment committee of the National Ability Center, a nonprofit supporting disabled children, and participates in a local scholarship committee that awards funds to graduating high school seniors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model portfolios and customized solutions, employing various investment vehicles and regular portfolio reviews to meet client objectives.

Jerod Andersen is a financial advisor with SPC based in Cottonwood Heights, UT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Parkland Securities since 2014 and serves as president of Andersen Retirement & Insurance Concepts Inc. and managing member of Legacy Financial Group LLC, where he sells health, life, fixed annuities, and fixed index annuities through various insurance companies. SPC serves a diverse client base including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and a range of ERISA-related retirement plan services, delivering primarily discretionary management with options for nondiscretionary arrangements and direct-at-fund management.

Reuben Rowley is a CFP® professional with six years of experience, currently affiliated with Eagle Strategies (a New York Life company). He has held roles at Mountain Sage Financial, LLC and NYLIFE Securities LLC, among others. In addition to his advisory work, he owns a business that brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across multiple program types and manages a significant portion of assets on a non-discretionary basis.

Devon Widdison is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Transamerica since 2012 and has held roles at WealthWave and DebtMerica. Outside of finance, he operates Silver Reflections Photography, a part-time photography business he has run since 2004. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple platform programs. The firm’s advisory approach primarily uses model portfolios and third-party managers while offering a range of investment and retirement services.

Shandon Johnson is a CFP® and Series 65–licensed financial advisor with eight years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2025 and previously spent eight years with The Martin Worley Group. Prior to his advisory career, he held positions at Cabela's and Utah Valley University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and custom portfolio management overseen by an Investment Policy Committee, utilizing a range of investment vehicles and research methodologies.

Kenneth Gibson is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the ChFC® and Series 66 designations. Gibson has held roles at Visionlink Financial Advisors, Inc., The VisionLink Advisory Group, Inc., M HOLDINGS SECURITIES, Inc., and Lion Street Financial. He also serves as Senior Vice President at The Visionlink Advisory Group, where he consults for middle market businesses and manages marketing activities. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services through various platforms and employs diverse investment approaches including strategic, tactical, and adaptive allocation.

Christy Roe is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc. and OSAIC. Outside of advisory work, she is involved in fixed insurance sales and is a co-owner of WCM Holdings, LLC, a commercial real estate management entity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, while acting as a back-office and platform provider.

Tyler Pettit is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He has been with D.A. Davidson since 2010 and holds the Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Julie Abrams is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at several firms including Accurate Wealth Management, Secure Investment Management, and J.D. Mellberg Financial, and has been president and owner of Abrams Financial Group since 2005, where she is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Zachary Bitner is a CFP® with eight years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and previously worked at Alta Capital Management for eleven years. Bitner is co-owner of Roni Ranch, LLC, a commercial real estate management entity in Utah. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed account programs, third-party asset manager access, and comprehensive back-office support.

Mitchell Simkins is a financial advisor at Farther with 18 years of industry experience. He holds a Series 66 designation and has worked at Farther Finance Advisors since 2023. His prior experience includes roles at Goldman Sachs Personal Financial Management and Miller Financial Inc. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

John Forsgren is a financial advisor with GWN Securities Inc. in South Jordan, Utah, holding a Series 66 designation and 20 years of industry experience. He previously worked at Interactive Financial Advisors from 2013 to 2017. Outside of his advisory role, Forsgren is part owner of Blackridge Financial Group LLC and is involved in managing the office property where his firm operates. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.