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.

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® with seven years of industry experience, currently serving as a wealth advisor at Sequoia Financial Group, L.L.C. He has previously worked at The Martin Worley Group, Cabela's, and Utah Valley University. 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, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kenneth Gibson is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the ChFC® and Series 66 designations. His career includes roles at Lion Street Advisors and Lion Street Financial, as well as longstanding involvement with Visionlink Corporate Insurance Services and The VisionLink Advisory Group, where he also serves as Senior Vice President managing marketing and client meetings. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, and retirement plan consulting utilizing various portfolio management approaches and multiple custodial platforms.

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 with D.A. Davidson & Co., holding a Series 66 designation and 19 years of industry experience. He has worked at D.A. Davidson since 2010. 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 ERISA retirement plan advisory services, modular and comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

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® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network. His prior work includes over a decade at Alta Capital Management. Outside of his advisory role, he is co-owner of Roni Ranch, LLC, an entity involved in managing commercial real estate in Utah. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and support services that include investment management, technology, and compliance, enabling advisors to offer tailored portfolio solutions under the firm’s supervision.

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.

Dalton Place is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Transamerica, he has worked at Pack Tax and NIAX, and he is also the owner of The Sweet Place LLC, which operates co-branded Cold Stone Creamery and Rocky Mountain Chocolate Factory franchise locations. Dalton participates in managerial decisions and occasional store operations for these food service businesses. 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 model portfolios and third-party managers across multiple platforms to implement its advisory services.

Justin Bitner is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including 24 years with Commonwealth. Bitner is president and owner of JGB Financial Services, Inc., and part owner of Sterling Financial Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering access to a broad range of securities and insurance products.

Nick Bapis is a financial advisor with Rockefeller Financial LLC based in Salt Lake City, UT. He holds a Series 63 designation and has 52 years of industry experience. His prior roles include positions at Hightower Advisors, Hightower Securities, Axiom Capital Management, and Rock & Co LLC. Outside of his advisory work, he serves as an uncompensated Trustee or Co-Trustee for several client-related trusts, including those involving family members and longtime family friends. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative investments through a combination of in-house and third-party managers.

Benjamin Pettit is a financial advisor with Eagle Strategies (NY Life) in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His career includes roles at Ettington Financial Group, Nylife Securities LLC, and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Tracy Kennard is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining TIAA-CREF in 2023, Kennard worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of advising, Kennard and his wife own a long-term rental property currently occupied by family. TIAA-CREF Individual & Institutional Services provides 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 distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolio options under a fiduciary standard.

John Bingham is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having six years of industry experience. He is also the author of the book *Starting Over Starting Late or Both*, available through major retailers. His work history includes roles at WealthWave, Managed Wealth Financial, and World Financial Group, all concurrent with his tenure at Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages a mix of discretionary and non-discretionary programs, with over $2 billion in assets under management as of late 2025.

Andrew Ellis is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Key Investment Services and affiliated KeyBank since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions combined with ongoing monitoring and due diligence, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Kara Weston is a financial advisor with Valic Financial Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Valic Financial Advisors since 2017 and also holds a position with Agia focused on non-securities insurance products. Outside of her advisory work, she and her husband produce and sell baked goods as a hobby. Valic Financial Advisors 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-developed UMA models and providing options such as Tax Overlay and Impact (ESG) Overlay services.

Landon De Coursey is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Carson Wealth, Ullrich Insurance, Dick Brown & Associates, American Family Insurance, and Perry Construction. He is also affiliated with Brigham Young University. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions using a discretionary, model-portfolio approach governed by an in-house investment committee.

Richard Gallacher is a financial advisor with LPL Financial and holds a Series 66 designation. He has eight years of industry experience, including roles at Stratos Wealth Partners, Ltd and Lincoln Financial Advisors, as well as PricewaterhouseCoopers, LP. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.