Tyson Peterson is a financial advisor with Transamerica Financial Advisors in South Jordan, Utah, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been associated with Transamerica Financial Advisors since 2012 and manages Managed Wealth Financial. Outside of his advisory work, he owns and operates Mastery LLC dba Truknow, an online mentoring and training platform focused on relationship building. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers to implement investment strategies.

Ryan Duncan is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Fidelity Investments and the Church of Jesus Christ of Latter-Day Saints. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Joshua Reynolds is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and no prior industry experience. His background includes roles at Brigham Young University and the Utah Glass Association. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Kyle Sutton is a financial advisor with SPC in Sandy, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2012. Outside of his advisory work, he serves as governor of Sandy Lake Trucking, LLC, which provides trucking services for agricultural products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management approaches.

Michael Ball is a CFP® with 26 years of industry experience and currently advises at Focus Partners Wealth, LLC. His previous experience includes long tenures at Weatherstone Capital Management and roles at Transform Wealth and Kovitz Investment Group Partners. Outside of financial advising, he owns residential real estate under a separate business activity. Focus Partners Wealth serves individuals, families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with both internal and third-party resources.

Ryan Collette is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has been with Parkland Securities since 2014. In addition to his advisory role, he is president and sole shareholder of Collette Financial Planning and operates Collette Financial Group, offering financial services. He is also an independent insurance agent handling fixed insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Teancum Stafford is a financial advisor at Lido with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Empower Advisory Group, among other firms. Stafford has also been affiliated with Brigham Young University. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and charitable organizations, providing investment management, financial planning, and family office services. The firm employs an integrated wealth management approach with diversification across multiple asset classes and implements options-based strategies both directly and through pooled vehicles.

Zachary Nielson is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Park Avenue Securities since 2018, Guardian Life Insurance Company since 2017, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is involved in managing the ZB Family Trust for his wife. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Richard Steinberg is a CFA® charterholder with over 31 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bart Place is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked in technology and entrepreneurial ventures, including roles at Texas Instruments and ownership of The Sweet Place LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios.

Christopher Apgar is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Private Bank and Wells Fargo Advisors. He serves on the design review committee for the Deer Crest Association in Park City, UT. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and investment banking services through a Private Advisor model and a consolidated investment platform.

Matthew Stewart is a financial advisor with Eagle Strategies (NY Life) based in Sandy, Utah. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance. He has invested as a lender in a short-term promissory note for Element Solar LLC. Eagle Strategies serves a broad client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Scott Fortney is a financial advisor at Mariner with 25 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Mariner in 2022, he spent 17 years at Reilly Financial Advisors, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and family office services alongside customized portfolio strategies.

Garth Driggs is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Stone Hill and Snowbird Ski and Summer Resort, alongside a long-term association with Advantage Financial. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm’s advisory approach relies primarily on model portfolios and third-party managers, serving individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Timothy Lesko is a financial advisor at Mariner Wealth Advisors with 25 years of industry experience. He previously worked at Granite Investment Advisors, Inc. for 12 years before joining Mariner in 2021. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Lesko serves as Board Chair of the nonprofit Education for All Children. Mariner Wealth Advisors serves a diverse clientele including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for firms of its size.

Phillip Barbaria is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Principal-affiliated firms since 2007. Outside of his advisory work, he owns a rental property managed by a third party. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 bringing 30 years of industry experience. He has held roles at Independent Financial Group since 2022 and previously worked at Responsible Asset Management and NPB Financial Group. Newton serves on the board of the Utah chapter of Financial Planning Associates, focusing on government affairs. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm uses a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to implement client strategies through both firm- and third-party models.

Austin Fields is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has prior experience at Eide Bailly Financial Services, LLC and Eide Bailly Advisors, LLC. 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, and family offices. 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.

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.