Shandon Johnson is a CFP® with seven years of industry experience, currently serving as a wealth advisor at Sequoia Financial Group, L.L.C. He has previously worked at The Martin Worley Group, Cabela's, and Utah Valley University. 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, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Steven Kingrey is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Transamerica, he was affiliated with World Financial Group, Inc. Since 2025, he has also worked as a CrossFit coach and trainer at Rock Canyon CrossFit. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Kenneth Gibson is a financial advisor at Integrity Alliance, LLC with 42 years of industry experience. He holds the ChFC® and Series 66 designations. His career includes roles at Lion Street Advisors and Lion Street Financial, as well as longstanding involvement with Visionlink Corporate Insurance Services and The VisionLink Advisory Group, where he also serves as Senior Vice President managing marketing and client meetings. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, and retirement plan consulting utilizing various portfolio management approaches and multiple custodial platforms.

Christy Roe is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Securities America Advisors, Inc. and OSAIC. Outside of advisory work, she is involved in fixed insurance sales and is a co-owner of WCM Holdings, LLC, a commercial real estate management entity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and multiple program structures, while acting as a back-office and platform provider.

Tyler Pettit is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 19 years of industry experience. He has worked at D.A. Davidson since 2010. 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 offers ERISA retirement plan advisory services, modular and comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Julie Abrams is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at several firms including Accurate Wealth Management, Secure Investment Management, and J.D. Mellberg Financial, and has been president and owner of Abrams Financial Group since 2005, where she is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Mitchell Simkins is a financial advisor at Farther with 18 years of industry experience. He holds a Series 66 designation and has worked at Farther Finance Advisors since 2023. His prior experience includes roles at Goldman Sachs Personal Financial Management and Miller Financial Inc. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

John Forsgren is a financial advisor with GWN Securities Inc. in South Jordan, Utah, holding a Series 66 designation and 20 years of industry experience. He previously worked at Interactive Financial Advisors from 2013 to 2017. Outside of his advisory role, Forsgren is part owner of Blackridge Financial Group LLC and is involved in managing the office property where his firm operates. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Andrew Wellner is a financial advisor with Transamerica Financial Advisors in Orem, Utah, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He is also involved in several business ventures, including ownership of Oakleaf Farms LLC, which is engaged in honey production. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services. The firm primarily uses model portfolios and third-party managers to implement its advisory approach and supports a large advisor network through multiple program platforms.

Dalton Place is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Transamerica, he has worked at Pack Tax and NIAX, and he is also the owner of The Sweet Place LLC, which operates co-branded Cold Stone Creamery and Rocky Mountain Chocolate Factory franchise locations. Dalton participates in managerial decisions and occasional store operations for these food service businesses. 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 utilizes model portfolios and third-party managers across multiple platforms to implement its advisory services.

Garrett Niles is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Lido Advisors, Morgan Stanley Private Bank, Morgan Stanley, and E*TRADE Capital Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Marshall Nielson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes sales roles outside the financial sector, such as door-to-door sales of home improvement products and sports equipment, as well as co-ownership of a property management company. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, and charitable organizations. The firm employs a model portfolio approach, leveraging third-party managers and platform providers, and supports an integrated retirement plan ecosystem with affiliated entities.

Jayci Jolley is a financial advisor at J. W. Cole Advisors, Inc. She holds a Series 66 designation and has been with J.W. Cole Financial since 2024. Prior to her advisory role, she has diverse experience including positions in education and healthcare, and she has operated Jo Jewelry since 2019. J.W. Cole Advisors operates a large network of independent advisors and offers a range of services including portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients.

Benjamin Pettit is a financial advisor with Eagle Strategies (NY Life) in South Jordan, UT, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His career includes roles at Ettington Financial Group, Nylife Securities LLC, and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

John Bingham is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having six years of industry experience. He is also the author of the book *Starting Over Starting Late or Both*, available through major retailers. His work history includes roles at WealthWave, Managed Wealth Financial, and World Financial Group, all concurrent with his tenure at Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm manages a mix of discretionary and non-discretionary programs, with over $2 billion in assets under management as of late 2025.

David Anderson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Integrated Trust Systems and involvement with several entrepreneurial ventures, including Salt Hydration and Wellness, where he serves as a licensed physician providing medical education and consultations. He is also a member of DA Anderson LLC, a family-owned holding company. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and businesses. The firm delivers advisory services through a large network of advisors using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Roger Merrill is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 51 years of industry experience, including over 19 years at Merrill Financial Associates and more than 19 years with Commonwealth Financial Network. Outside of his advisory work, he manages several family-owned private entities related to estate planning and is a part owner of a private entity holding a houseboat. 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 provides a range of advisory programs and services, including model portfolios and wealth management, while supporting advisors with operations, trading, technology, and compliance.

Jonathan Larsen is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Cetera and involvement with Renaissance Financial, a separate financial services business where he serves as a financial advisor. Outside of finance, Larsen also operates a freelance photography business. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Richard Phillips is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has six years of industry experience. He has held roles at WealthWave, Managed Wealth Financial, World Financial Group, and WFG Direct since 2018 and has worked at PCC Aerostructures Klune-Spanish Fork in aerospace manufacturing since 1982. Phillips also engages in sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Jordan Grow is a financial advisor with Equity Services, Inc. holding a Series 65 designation and two years of industry experience. His prior work includes roles at MDRN Capital LLC, Cambridge Financial, and National Life Group. Outside of advising, he is co-owner of Grow Financial LLC, an insurance agency, and JH Grow LLC, a marketing and home renovation business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a combination of long-term strategies and options for shorter-term trading, utilizing third-party asset managers and model portfolios.