Robert Shelton is a financial advisor with J.W. Cole Advisors, Inc. in American Fork, UT, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc. Shelton serves as chairman of the board and executive committee member for Make A Wish Utah and is also involved in book publishing and local news through Axio Publishing. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and various managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Brett Bunker is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he was involved with Rocky Mountain Nanotechnology, LLC for nine years. Guardian Life’s subsidiary, Park Avenue Securities LLC, is a dually registered broker-dealer and investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including proprietary and third-party investment programs.

Nathan Jackson is a financial advisor at J.W. Cole Advisors, Inc. with 10 years of industry experience. He holds the Series 66 credential and previously worked at Cambridge Investment Research Advisors from 2016 to 2021. Outside of his advisory role, he serves as a caregiver and acts as successor trustee for a family trust. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through an extensive network of independent Investment Adviser Representatives. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms, employing both discretionary and non-discretionary management strategies.

Victoria Ferguson is a CFP® with five years of industry experience, currently advising at Mercer Global Advisors Inc. Prior to joining Mercer, she worked at Northstar Investment Advisory LLC, Dentist Advisors, SECFI, Ellevest, Robert W. Baird, and the University of Utah. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and other strategies.

Thomas Hall is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently with CWM, LLC and has previously worked at Carson Wealth, Cetera Wealth Services, Signal Wealth, Thom K Hall Financial Group, and Securities America. Outside of advisory work, he is the founder and president of Advisor Metrix LLC, a software application company, and serves on the board of the Entrepreneurs' Organization Utah chapter as well as on the board of the non-profit Sentience Retreats. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, with a discretionary investment approach that combines model portfolios, third-party sub-advisors, and customized indexing tools.

Kristine Maxfield is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 33 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and previously held roles at Charles Schwab from 2000 to 2015. In addition to her advisory role, she serves as a senior vice president and wealth advisor with Sovereign Financial Group, where she also acts as a resident producer of insurance sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs, fee-based variable annuity and life insurance subaccount management, and utilizes various custodial platforms and third-party tools to support portfolio construction and ongoing client management.

Samuel Gentry is a CFP® with 25 years of industry experience, currently serving as an investment advisor at Kestra Advisory. He has been with Kestra Advisory since 2016 and also holds roles related to retirement consulting through Kestra Investment Services and Firstwest Benefit Solutions. His professional activities include working as a retirement consultant, meeting with plan participants to assist with retirement goals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving clients ranging from individual investors to sovereign wealth funds.

Kevin Glad is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has served in roles including instructor at Salt Lake Community College and board member for the nonprofit No Small Dreams, which provides educational grants and scholarships in the Philippines. His background also includes partnerships in medical billing and software engineering. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages significant discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and RIA.

Gregory Wise is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

William Cottrell is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has worked with multiple firms including WealthWave and Debt America, and is also the owner and president of Calm Choice, a software-related business. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through a range of proprietary and third-party investment programs.

Mathew Meservy is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Stratos Wealth Partners and LPL Financial in 2022. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, and retirement plan consulting through its network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party investment strategies.

Jakob Barker is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Transamerica, he worked at Managed Wealth Financial and Wfgia. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC 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 across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Isaac Rasmussen is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Stratos Wealth Partners, he worked at LPL Financial LLC and has experience working in education and community roles, including positions at Utah Valley University and the Church of Jesus Christ of Latter-day Saints. Stratos Wealth Partners serves a diverse group of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Landon Eatough is a financial advisor at Sequoia Financial Group, L.L.C. He holds a Series 65 credential and has two years of industry experience. His prior work includes roles at Eide Bailly Advisors, LLC and Eide Bailly LLP, as well as experience outside finance with UTV Warehouse and The Church of Jesus Christ of Latter Day Saints. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm offers both model and customized portfolio management using various investment vehicles, guided by an Investment Policy Committee with ongoing research and due diligence.

Connor Santry is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential. He has gained one year of industry experience with roles at Managed Wealth Financial, World Financial Group Insurance Agency, and Bankers Life and Casualty Company. Outside of finance, he has been involved with Assisted Living Locators West CT for two years. Transamerica Financial Advisors serves a diverse 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

James Cecchini II is a CFP®-designated financial advisor with 35 years of industry experience. He has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is involved in buying and selling automobiles through his business, Unique Car Guy, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Christopher Miller is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in South Jordan, UT, and has one year of industry experience. Before joining Transamerica, he worked in mortgage lending and has been involved with Smokin' Fire Productions LLC since 2018. He has also served as a rescue technician for Provo Fire and Rescue. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through a variety of fee-based and commission-based programs, with access to proprietary and third-party investment models.

Braxton Hatch is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Morgan Stanley, E*Trade Securities LLC, and Keller Williams Realty. Outside his advisory work, he is renewing his Utah real estate license to practice real estate in his spare time. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.

Troy Walker is a financial advisor with Centaurus Financial, Inc. based in Draper, Utah, holding Series 65, 63, and 66 licenses and five years of industry experience. He also practices law as an attorney focusing on criminal defense, trust and estates, and civil litigation through his own firm, Troy K. Walker, P.C. Additionally, he serves as the mayor of Draper City, Utah. 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, and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.