Bradley Barker is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with multiple organizations including Managed Wealth Financial and WealthWave, and serves as president of Huntington Estates Water, overseeing neighborhood irrigation scheduling. Barker also provides social security analysis through the National Association of Registered Social Security Analysts. Transamerica Financial Advisors 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 to deliver investment advisory, brokerage, and retirement-plan services through multiple program platforms.

Kai Granados is a financial advisor with Empower Advisory Group in Murray, Utah. He holds Series 66 and Series 63 licenses and has been with Empower since 2026. Prior to that, he worked briefly at Morgan Stanley and has professional experience in various roles including military service in the U.S. Air Force. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as retail IRA and brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Robert Sandberg is a CFP® professional with 28 years of experience in the financial services industry. He is currently with OSAIC Advisory Services, LLC and has held previous roles at Arbor Point Advisors, Verus Capital Partners, and Securities America. Outside of his advisory work, Sandberg is president and owner of Freedom Point Financial, a consulting business that provides marketing and business practice support to insurance agents and registered representatives. OSAIC Advisory Services, LLC serves a diverse client base including individuals, retirement plans, corporations, and nonprofits, offering investment management, financial planning, and related services. The firm delivers advisory services through multiple program models and utilizes a combination of proprietary guidance and third-party platforms to build and monitor client portfolios.

Clinton Stosich is a financial advisor with Eagle Strategies (NY Life) in South Jordan, UT, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at Eagle Strategies, Ethington Financial Group, Nylife Securities LLC, and New York Life Insurance Company. He is also involved in brokering non-registered insurance products through Ethington Financial Group. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kaitlin Cochran is a Series 66-credentialed financial advisor with Commonwealth Financial Network, based in Salt Lake City, UT. She has one year of industry experience and has been with Commonwealth Financial Network and Sterling Financial Group in overlapping roles since 2015. 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 individual and institutional clients. The firm offers a range of managed-account programs and access to third-party asset managers, supporting clients with a comprehensive platform that includes discretionary and nondiscretionary portfolio options and custody services.

Scott Martineau is a financial advisor at Creative Planning with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2021, following roles at Reilly Financial Advisors and Gwfs Equities Inc/Great West Life & Annuity Insurance Company. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tactical and private market investment options.

Paul Mathewson is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he owns a window cleaning business. 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 operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and specialized program options.

Mckay Sobotka is a financial advisor at Equity Services, Inc. with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at National Life Group and LiveView Technologies. He has been an insurance agent with Cambridge Financial Network since 2025. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and operates with both discretionary and non-discretionary client programs.

Kendra Burgon is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and three years of industry experience. She serves as president of the Silver Mesa PTA and is involved as a referral partner with Beach Boss Influencers. Kendra's prior roles include marketing positions with WealthWave and Managed Wealth Financial. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a range of advisory and broker-dealer services including fee-based wrap programs, model portfolios, and access to third-party money managers. The firm provides discretionary and non-discretionary investment programs and operates as both a registered broker-dealer and registered investment adviser.

Michael Ewing is a financial advisor with Transamerica Financial Advisors based in South Jordan, Utah. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Super Saver Media, World Financial Group, Inc., Valpak, and Dealdvisor. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Kelly Zitting is a financial advisor with OSAIC Advisory Services, LLC in Draper, UT, holding CFP® certification and Series 63 and 66 licenses. He has 24 years of industry experience and has previously worked with firms including Equitable Advisors, Arbor Point Advisors, and Fidelity. In addition to his advisory career, he serves as a Resource Manager for the U.S. Army Reserve and is the owner and president of a corporation providing health insurance, life insurance, and annuities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, and retirement consulting, utilizing multiple program models and a combination of proprietary and third-party platforms.

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 credentials and bringing 32 years of industry experience. She has been with Ameritas Advisory Services since 2021 and is also affiliated with Ameritas Life Insurance Corp, Ameritas Investment Corp, and Sovereign Financial Group. In addition to her advisory role, she serves as Senior Vice President and Wealth Advisor at Sovereign Financial Group, where she is involved in recommending fixed insurance policies. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

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 with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held various roles including adjunct instructor at Neumont College of Computer Science and Salt Lake Community College, where he teaches computer-related topics. Glad also serves on the board of directors for No Small Dreams, a nonprofit providing educational grants and scholarships in the Philippines. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large network of advisors and multiple program platforms.

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.