Michael Ewing is a financial advisor with Transamerica Financial Advisors and holds Series 65 and Series 63 licenses. He has four years of industry experience and has worked at Transamerica Financial Advisors since 2021. Outside of his advisory role, he has involvement with Super Saver Media and World Financial Group, Inc. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.

Isaac Gwinn is a financial advisor at Corient in Salt Lake City, holding the CFP® designation and Series 65 license with four years of industry experience. Prior to joining Corient in 2025, he worked at WCG Wealth Advisors, LLC, and V Wealth Advisors LLC. Outside of his advisory role, he serves as a referee for recreational soccer and volleyball. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and offers specialized services such as family office and corporate trustee offerings.

Brett Bunker is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he was involved with Rocky Mountain Nanotechnology, LLC for nine years. Guardian Life’s subsidiary, Park Avenue Securities LLC, is a dually registered broker-dealer and investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including proprietary and third-party investment programs.

Nathan Jackson is a financial advisor at J.W. Cole Advisors, Inc. with 10 years of industry experience. He holds the Series 66 credential and previously worked at Cambridge Investment Research Advisors from 2016 to 2021. Outside of his advisory role, he serves as a caregiver and acts as successor trustee for a family trust. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through an extensive network of independent Investment Adviser Representatives. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms, employing both discretionary and non-discretionary management strategies.

Victoria Ferguson is a CFP® with five years of industry experience, currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, she worked at Northstar Investment Advisory LLC, Dentist Advisors, SECFI, Ellevest, Robert W. Baird, and the University of Utah. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and other strategies.

Traci Carrion is a financial advisor with TIAA-CREF in Salt Lake City, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior firms include Raymond James, Allstate Financial Advisors, and Morgan Stanley Smith Barney. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model and customized portfolios through its managed account programs and acts as adviser to a donor-advised fund sponsored by Charityvest.

Thomas Hall is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently with CWM, LLC and has previously worked at Carson Wealth, Cetera Wealth Services, Signal Wealth, Thom K Hall Financial Group, and Securities America. Outside of advisory work, he is the founder and president of Advisor Metrix LLC, a software application company, and serves on the board of the Entrepreneurs' Organization Utah chapter as well as on the board of the non-profit Sentience Retreats. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, with a discretionary investment approach that combines model portfolios, third-party sub-advisors, and customized indexing tools.

Thomas Sautel is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding a Series 66 credential and five years of industry experience. His work history includes positions at Agia and The Prudential Insurance Company of America. Outside of his advisory role, he competes as a professional disc golfer in local tournaments. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts and multiple wrap programs through a large network of investment advisor representatives.

Zachary Ford is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial, CUSO Financial Services, America First Credit Union, and OSF International. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

Kristine Maxfield is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 33 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and previously held roles at Charles Schwab from 2000 to 2015. In addition to her advisory role, she serves as a senior vice president and wealth advisor with Sovereign Financial Group, where she also acts as a resident producer of insurance sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based variable annuity and life insurance subaccount management, and utilizes various custodial platforms and third-party tools to support portfolio construction and ongoing client management.

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 at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has served in roles including instructor at Salt Lake Community College and board member for the nonprofit No Small Dreams, which provides educational grants and scholarships in the Philippines. His background also includes partnerships in medical billing and software engineering. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages significant discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and RIA.

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.

Collin Porter is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*Trade Securities. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management through various managed account programs.

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.

Mathew Meservy is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Stratos Wealth Partners and LPL Financial in 2022. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, and retirement plan consulting through its network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party investment strategies.

Diana George is a financial advisor with D.A. Davidson & Co. based in Salt Lake City, UT, holding Series 63, 65, and 66 credentials and 18 years of industry experience. Her prior roles include positions at Merrill, Key Bank NA, and Key Investment Services LLC. She serves on the board of the Girl Scouts of Utah as Finance Committee Chair and Treasurer. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers fiduciary-based advisory services, retirement plan management, comprehensive financial planning, and specialized wealth management 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.

Peter Vars is a CFA® charterholder with 25 years of industry experience. He has been with Oppenheimer and Oppenheimer Investment Management Inc. since 2005. Based in Salt Lake City, UT, he holds the Series 66 designation. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Isaac Rasmussen is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Stratos Wealth Partners, he worked at LPL Financial LLC and has experience working in education and community roles, including positions at Utah Valley University and the Church of Jesus Christ of Latter-day Saints. Stratos Wealth Partners serves a diverse group of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.