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.

Collin Porter is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*Trade Securities. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary management through various managed account programs.

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.

Diana George is a financial advisor with D.A. Davidson & Co. based in Salt Lake City, UT, holding Series 63, 65, and 66 credentials and 18 years of industry experience. Her prior roles include positions at Merrill, Key Bank NA, and Key Investment Services LLC. She serves on the board of the Girl Scouts of Utah as Finance Committee Chair and Treasurer. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporate clients. The firm offers fiduciary-based advisory services, retirement plan management, comprehensive financial planning, and specialized wealth management programs.

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.

Peter Vars is a CFA® charterholder with 25 years of industry experience. He has been with Oppenheimer and Oppenheimer Investment Management Inc. since 2005. Based in Salt Lake City, UT, he holds the Series 66 designation. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

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.

Sean Hoffecker is a CFP®-designated financial advisor with 14 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Sterling Financial Group, and has previously worked at Ameriprise Financial Services, Avantra Family Wealth, Bank of America, and Merrill. Hoffecker also engages in fixed insurance sales as a minor business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform that includes managed-account programs, third-party asset manager access, and custody services.

Bradley Hansen is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with D.A. Davidson & Co. for 29 years since 1997. Outside of his advisory role, Hansen is a general partner in Hansen Hollow LLC, an investment-related business. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Fred Scheffner is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is president of Fred Scheffner, Inc., an entity created to process operating expenses related to his securities practice. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

Jared Horner is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and bringing 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he serves as president of a family office consulting business through JSH Consulting, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides discretionary model portfolios managed by its Investment Management and Research team.

John Raybould is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is president and owner of JR Consulting, Inc., a privately held company operating a securities business. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Elliott Back is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers model- and customized-portfolio management options and acts as adviser to a donor-advised fund.

Miles Harkleroad is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been with Lincoln Investment since 2012 and is also affiliated with Financial Integrity Group, where he has worked since 1993. Outside of his advisory role, he participates in the Heritage Study Group, an educational study group focused on sharing ideas semiannually. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various advisor- and firm-managed portfolios, utilizing a mix of strategic and dynamic investment approaches overseen by its 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.

Jonathan Mckenzie is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd in Salt Lake City, UT. His prior work includes roles at Morgan Stanley & Co. LLC and Financial Network. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, managed wrap and non-wrap programs, access to model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with proprietary and third-party strategies across multiple platforms and custodians.