Jonathan Mckenzie is a CFP® certificant with 19 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has worked at firms including Morgan Stanley & Co. LLC and LPL Financial LLC. Mckenzie operates out of Salt Lake City, UT. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management, financial planning, and outsourced CIO solutions through an open-architecture platform with multiple third-party managers.

Diggaj Chapagain is a financial advisor at Mercer Global Advisors Inc. based in Salt Lake City, UT. He holds a Series 65 designation and has one year of industry experience, including prior roles at Fidelity Investments, Wilson Wealth Management Inc., Crewe Advisors, and Zions Bancorporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and private funds, offering both discretionary and non-discretionary solutions.

Brandon Mann is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameritas Advisory Services, Ameritas Investment Corp, and D.A. Davidson & Co. In addition to his advisory role, he manages an insurance brokerage focusing on life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing substantial discretionary and non-discretionary assets through a platform that includes third-party asset managers and various account options.

Eric Williams is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding a Series 66 designation and 23 years of industry experience. He has been associated with Sterling Financial Group since 2002, where he is also a co-owner. Outside of his advisory role, he owns EDW Management, LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm acts as a back-office and platform provider, offering support in operations, trading, technology, investment management, compliance, and practice management.

Troy Walker is a financial advisor at Centaurus Financial, Inc. with five years of experience in the industry. He holds Series 63, 65, and 66 licenses and has been practicing as an attorney since 1996, specializing in criminal defense, trust and estates, and civil litigation. Additionally, he serves as the mayor of Draper City, Utah, a position he has held since 2014. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management, employing a variety of analytical approaches and both discretionary and non-discretionary arrangements.

Robert Merrill is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Cetera and LPL Financial, along with operating his own advisory business since 2000. Stratos Wealth Partners is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture model driven by independent advisory representatives, integrating multiple third-party platforms and offering customized portfolio management, financial planning, and outsourced CIO solutions.

Timothy Kovalchick is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and two years of industry experience. His prior work includes roles at K&R Holdings and Thriv Nutraceuticals, as well as employment supporting office operations at Katz Metzner Financial, LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, managing assets of approximately $4.07 billion through a large network of advisors and various portfolio programs.

Jeron Collins is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley, Thrivent Financial, and Harrisdirect LLC. Outside of his financial advisory role, he serves as the Elders Quorum President in his local congregation of The Church of Jesus Christ of Latter Day Saints. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Andrew Morin is a financial advisor with D.A. Davidson & Co. based in Salt Lake City, UT. He holds a Series 66 designation and has 12 years of industry experience, including prior roles at GE Healthcare, the University of Utah, ALPS Distributors, and Wasatch Advisors. Outside of his advisory role, he co-owns and creates content for multiple YouTube channels focused on entertainment and occasional investment-related topics. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse clientele, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Bryce Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at multiple firms, including World Financial Group and Managed Wealth Financial, where he is an owner. Outside of his advisory work, he is a partner in a part-time houseboat partnership and is involved with Eventbrite as a vendor for ticket sales. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, utilizing model portfolios and third-party money managers to implement its advisory services. The firm operates a large advisor network and offers multiple program platforms, integrating retirement plan services and affiliated product distributions.

Andrew Mathis is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, with three years of industry experience. Before entering the financial industry, he worked at Under Armour and served as a finance clerk for a local congregation of the Church of Jesus Christ of Latter Day Saints. Outside of his advisory role, he has several years of experience as a piano teacher. 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 adheres to fiduciary standards and offers a range of services such as ERISA plan advisory, financial planning, equity research, and a specialized Private Wealth program for high-net-worth clients.

Shauni Siddoway is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach supported by an IAR-driven model, integrating multiple third-party platforms and offering customized portfolio management and specialized planning services.

Mary Gubler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She previously worked at Securities America Advisors and OSAIC before joining Commonwealth and Synergy Financial Advisors in 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Martin Olson is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in South Jordan, UT, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He has been with Equity Services since 1999. Outside of his advisory role, Olson serves as a second counselor in the bishopric of his local Church of Jesus Christ of Latter-day Saints ward and handles financial duties related to charitable donations. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that frequently incorporate third-party asset managers and model portfolios.

Melody Ream is a financial advisor with D.A. Davidson & Co. in South Jordan, UT, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining D.A. Davidson, she worked at Wealth Management CPAs, LLC and Pearson Butler, PLLC. She is also the owner of Mark My Words, LLC, a paralegal document preparation service, and serves as an outdoor guide for Powder Trout Adventure Company, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides both fiduciary advisory services and municipal advisory activities, employing quantitative and qualitative analysis to support investment recommendations and financial planning.

Jeffrey Smith is a CFP® professional with 20 years of experience in the financial industry. He currently works at Schwab Wealth Advisory, where he has been since 2019, and previously held roles at Bank of America and Merrill. His background includes various positions at LPL Financial, 1st Global Advisors, Mony Securities Corporation, and Trusted Securities Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with at-least-annual reviews and a focus on client authorization for all trades.

Tyler Jones is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including North Capital, Sterling Financial Group, and Matix Labs LLC. Outside of advisory work, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody/clearing services.

Patricia Marlow is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. She holds the Series 66 designation and has worked at Centaurus Financial since 2006. Outside of her advisory role, she is involved in estate planning services utilizing the Deferred Sales Trust and serves as a part-time bookkeeper at Yelm Prairie Christian Center. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a combination of fundamental, technical, and top-down analysis.

Federico Martin is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at KeyBank NA, Silicon Valley Bank, SVB Investment Services Inc, and Zions Direct. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model and offers multiple wrap-fee programs with custodial and trade execution services, integrating KeyCorp affiliates for additional advisory and investment capabilities.

Stephanie Mickelsen is a Series 66-licensed financial advisor at D.A. Davidson & Co. with four years of industry experience. She has worked at D.A. Davidson since 2021 and has held various roles outside the financial sector, including front desk work at an indoor cycling studio, notary services, barista duties, and baking and delivery for a local business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations, operating under fiduciary standards with a range of planning and portfolio management solutions.