Eric Keith is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including his current role at Park Avenue Securities since 2025. Prior to his financial services career, he worked at Texas Roadhouse for seven years. Keith also acts as an independent contractor offering insurance products other than Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Bradley Barker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with multiple organizations including Managed Wealth Financial and WealthWave, and serves as president of Huntington Estates Water, overseeing neighborhood irrigation scheduling. Barker also provides social security analysis through the National Association of Registered Social Security Analysts. Transamerica Financial Advisors 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 to deliver investment advisory, brokerage, and retirement-plan services through multiple program platforms.

Kai Granados is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. He joined Empower in 2026 and has prior experience at Morgan Stanley. 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’s integrated model connects planning and managed accounts with Empower’s recordkeeping and administrative platforms.

Robert Sandberg is a CFP® with 28 years of industry experience and is currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors and Verus Capital Partners, among others. He is the president and owner of Freedom Point Financial, which provides branding, marketing, and business consulting services to insurance agents and registered representatives. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a variety of clients, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Clinton Stosich is a financial advisor with Eagle Strategies (NY Life) in South Jordan, UT, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at Eagle Strategies, Ethington Financial Group, Nylife Securities LLC, and New York Life Insurance Company. He is also involved in brokering non-registered insurance products through Ethington Financial Group. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Johansson is a financial advisor with TIAA-CREF in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at LPL Financial LLC, Zions Bancorporation, and Lincoln Financial Advisors Corporation. Outside of advising, he is a member of Johansson Holdings LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory services include both point-in-time planning and ongoing portfolio management, utilizing model portfolios or customized strategies managed under a fiduciary standard.

Bradford Sawyer is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, U.S. Bancorp Investments, and American Century Advisory Services. He is also involved with Fredrickson and Associates, Inc., managing an advisory business outside of his primary role. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Hale Mc Cullough is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Ameritas and Ameritas Investment Company since 2022 and is also an Associate Financial Planner with Boom Planning/Canvas Financial since 2020. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a range of investment products and program platforms.

Melisa Portillo Leonardi is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Primerica Financial Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers both point-in-time planning and ongoing portfolio management through a range of model and customized portfolios.

Kaitlin Cochran is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and has previous experience at Sterling Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Scott Martineau is a financial advisor at Creative Planning with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2021, following roles at Reilly Financial Advisors and Gwfs Equities Inc/Great West Life & Annuity Insurance Company. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tactical and private market investment options.

Paul Mathewson is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has been with Commonwealth since 2002, having previously worked at Signator Investors, Inc. Mathewson owns a window cleaning business outside of his advisory role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Rodrigo Garay is a financial advisor at Carson Wealth with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Wells Fargo Clearing. Outside of his advisory work, he serves as adjunct faculty for the Business and Humanities Department at Salt Lake Community College and the University of Utah, teaching business and language courses. CWM, LLC operates an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee-driven approach and tailored portfolio solutions that integrate multiple custodial and technology partnerships.

Mckay Sobotka is a financial advisor at Equity Services, Inc. with one year of industry experience and holds the Series 65 designation. Prior to joining Equity Services, he worked at National Life Group and LiveView Technologies, and has experience in education and community roles including Utah Valley University and The Church of Jesus Christ of Latter Day Saints. He is also an insurance agent with Cambridge Financial Network. Equity Services, Inc., doing business 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, uses third-party asset managers, and blends long-term strategies with options for shorter-term trading.

Steven Cox is a CFP® with seven years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2019. He also maintains a role with Scott D. Phillips, where he has been involved since 2016. Outside of advisory work, Cox provides life coaching services through Sound Coaching, Inc., focusing on individual, family, and business clients. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of analytical approaches and provides both discretionary and non-discretionary portfolio management, as well as specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Kendra Burgon is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and three years of industry experience. She serves as president of the Silver Mesa PTA and is involved as a referral partner with Beach Boss Influencers. Kendra's prior roles include marketing positions with WealthWave and Managed Wealth Financial. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a range of advisory and broker-dealer services including fee-based wrap programs, model portfolios, and access to third-party money managers. The firm provides discretionary and non-discretionary investment programs and operates as both a registered broker-dealer and registered investment adviser.

Andrew Burdick is a financial advisor at Empower Advisory Group based in Salt Lake City, UT. He holds a Series 66 designation and has been active in the industry since 2026. Prior to joining Empower, he worked at The Investor's Edge from 2024 to 2026 and has experience in education and nonprofit sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Michael Ewing is a financial advisor with Transamerica Financial Advisors in South Jordan, UT. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at Super Saver Media, World Financial Group, Inc., Valpak, and Dealdvisor. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party model portfolios that can be discretionary or non-discretionary.

Kelly Zitting is a CFP® with 24 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. He has held prior roles at firms including Equitable Advisors, Arbor Point Advisors, and Strategic Advisers, Inc. In addition to his advisory work, he serves in the U.S. Army Reserve as a Resource Manager and operates a health insurance and annuities business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and nonprofit entities. The firm provides investment management, financial planning, and retirement consulting through multiple program models and uses a combination of proprietary and third-party platforms.

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.