Sivakrupa Sukavaneshvar is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Goldman, Sachs & Co. from 2017 to 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Brooke Smith is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with 32 years of industry experience. She has been with TIAA-CREF since 2015. 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 with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

Stephen Kovalscik III is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes roles at Managed Wealth Financial, Transamerica Financial Advisors, the Defense Contract Management Agency, and World Financial Group. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. 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’s advisory model primarily relies on model portfolios and third-party managers, with execution authority often delegated to platform providers such as Betterment, Fidelity, and Goldman Sachs.

Charles Newton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His prior roles include positions at Responsible Asset Management and NPB Financial Group LLC, as well as operating Advanced Financial Strategies since 2008. He serves on the board of the Utah Chapter of Financial Planning Associates, having previously held leadership roles within the organization. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, delivering advice through diverse platforms and combining in-house and third-party model portfolios with both discretionary and non-discretionary strategies.

Christopher Miller is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has held roles at Allegis Advisors Group, Townsquare Capital LLC, and DFPG Investments, among others. Miller also serves as president of Allegis Advisors Group, a role in which he oversees strategy and agent recruitment. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Jeffrey Johansen is a financial advisor with Equity Services, Inc. in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His previous work includes roles at National Life Group, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. In addition to his advisory work, he is involved with several insurance agencies. Equity Services, Inc., operating as ESI Financial Advisors, 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Blair Wilding is a financial advisor with GWN Securities Inc. in Layton, Utah, holding a Series 66 credential and over 21 years of industry experience. He has been with GWN Securities since 2012. Outside of advisory work, he is involved in health insurance through Stone Hill National and operates a retirement planning business under the DBA BlackRidge Wealth Management. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Jason Tenney is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has been with AE Wealth Management since 2020. Tenney also serves as Managing Director of Sales at KTS Financial Group, where he has worked since 2003, focusing on insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a broad client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services.

Joseph Paul is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial since 2019, following positions at Axiom Capital Management Inc. and HighTower Securities, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions alongside broker-dealer capabilities and alternative investment placement.

Timothy Blackham is a ChFC® with over 21 years of industry experience, currently serving with Equity Services, Inc. He has held positions at firms including National Life Group, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Outside of his advisory roles, Mr. Blackham is co-founder and COO of the Gift of Glove Foundation, a nonprofit focused on collecting equipment for donation. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms featuring third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Barclay Emery II is a financial advisor at SPC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities since 2014. Outside of his advisory role, he is a 33% partner in Emery Insurance Group, a call center focused on final expense life insurance and Medicare telesales, and is involved in the sale of non-variable insurance products through Emery Financial Group. SPC serves a broad client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a service model that includes discretionary management, co-advisor arrangements, and integrated non-fiduciary retirement services.

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 in Draper, UT, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2026, he worked at Cetera Wealth Services and related entities from 2023 to 2026. Outside of advisory roles, he has been involved with Renaissance Financial and has experience in insurance sales. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms for portfolio construction and management.

Samuel Nielson is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Valic Financial Advisors, CapitalRock LLC, and MWA Financial Services Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring and due diligence of third-party advisory products.

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 experience in the financial services industry. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Wells Fargo in various capacities from 2006 to 2022. Outside of his advisory role, Kunz is involved with K45 Enterprises LLC, a non-investment-related business entity. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform supporting both advisor-managed and model-based portfolios.

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 financial advisor at Osaic Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience with firms including Cetera and Renaissance Financial. Outside of advisory work, he is a limited partner in a family cattle grazing ranch. Osaic Advisory Services, LLC serves a broad client base including individuals, pension plans, corporations, and nonprofits, providing investment management, financial planning, and retirement plan consulting. The firm offers multiple advisory program models and access to alternative investments, with custody and execution typically arranged through Schwab and Fidelity.

Brian Worley is a CFP® with 20 years of industry experience, currently serving as a wealth advisor at Sequoia Financial Group, L.L.C. He has been with The Martin Worley Group since 2014. Outside of his advisory role, Worley is involved with nonprofit organizations, including serving on the investment committee for the National Ability Center and participating in the Back to Our Roots Scholarship Committee, which awards scholarships to local high school seniors. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by a dedicated Investment Policy Committee and extensive research resources.