Timothy Jaggi is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 21 years of experience in the industry, with a career spanning roles at NYLIFE Securities Inc. and New York Life insurance since 2004. In addition to his advisory work, he is involved in insurance brokering and holds a shareholder role at NYLARC Holding Company, Inc., which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers a range of advisory services such as financial planning, retirement plan consulting, and investment management, with an emphasis on tailored solutions and primarily non-discretionary asset management.

Colin Steinberg is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Kingswood Capital Partners, Schechter Investment Advisers, Merrill, and Bank of America. Steinberg is also a partner at Institutional Architects, where he advises and sells insurance products. Integrity Alliance is a large advisory and brokerage firm serving individual investors, businesses, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, and a variety of investment programs with both discretionary and non-discretionary approaches.

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.

Jack Griffin Jr. is a Series 66-licensed financial advisor with 28 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and also operates Griffin Tax & Investment Services, LLC, where he provides tax preparation and consulting services. Griffin has worked with the Martin Worley Group for over a decade and has been involved in his own tax and investment business since 1998. Sequoia Financial Advisors, LLC offers 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 employs a blend of model and custom portfolio management strategies, utilizing various investment vehicles and conducting ongoing research and due diligence.

Kiri Pullan is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has eight years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. In addition to her advisory work, she operates a freelance wedding and portrait photography business. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services tailored to individual investors, institutional clients, and plan sponsors.

Tyrell Marchant is a financial advisor at Corient with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Zions Direct. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension 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, utilizing risk management tools and may incorporate alternative investments and private fund allocations.

Jason Howard is a CFP® with 24 years of experience in financial advising. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Wells Fargo in various advisory and banking roles from 2000 to 2022. Outside of his advisory work, he has involvement in a separate business entity, ZiWiFi Enterprises LLC, which is not related to investment activities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives using both proprietary and third-party strategies.

Michael Reese is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he serves as the public announcer for Lone Peak High School Football and is a volunteer bishop for a local church ward. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a significant focus on retirement investors.

David Collette is a financial advisor at SPC with a Series 66 designation and four years of industry experience. His prior work includes roles at Parkland Securities LLC and managing his own financial services business, Collette Financial Group. Outside of finance, he has worked as a high school referee. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a structure that supports fiduciary and non-fiduciary retirement services alongside formal succession and compliance protocols.

Trenton Stoddard is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his career in 2025. His prior work experience includes roles at Key Bank and various retail and service positions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts, emphasizing client-directed investment choices with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

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.

Larry Macfarlane is a financial advisor with CWM, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Carson Wealth, Cetera Wealth Services, and Fidelity Investments. Outside of his advisory work, he also sells fixed insurance products as an insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an Investment Committee, combining multiple investment approaches and offering various retirement-plan services.

Elliot Lewis is a financial advisor at VALIC Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at VALIC Financial Advisors since 2006. Outside of his advisory role, he participates as an independent consultant for BIOGEN, speaking about his family’s experience with Spinal Muscular Atrophy at the CureSMA National Conference, and he also sells collectibles on eBay. 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, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting optional tax and ESG overlay services.

Chad Horne is a financial advisor with Stratos Wealth Partners, Ltd. in Holladay, UT, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he owns and operates outdoor recreation and RV camp businesses in Utah and Idaho. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering financial planning, portfolio management, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party investment strategies through a large network of investment adviser representatives.

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.

Terra Thurgood is a CFP® and Series 66-registered advisor with 17 years of industry experience. She is currently affiliated with Sequoia Financial Group, L.L.C. and has worked with The Martin Worley Group since 2013. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

G Eads is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Their prior work includes positions at Transamerica Life Insurance Company, Equitable, and AXA Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management to provide tailored asset allocation and retirement guidance, serving approximately 212,700 clients.

Travis Cornett is a financial advisor with Centaurus Financial, Inc. in Holladay, Utah, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2012. Cornett is also president of Out of Egress, Inc., a firm involved in financial planning and related activities. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, with both discretionary and non-discretionary management arrangements.

Kristin Anderson is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*TRADE Capital Management, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.