Brett Bunker is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 11 years of industry experience, including nine years at Rocky Mountain Nanotechnology, LLC. His current role includes independent contractor work involving life insurance and fixed annuities. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, businesses, and institutional clients. The firm offers a range of financial planning, discretionary management, and advisory solutions, integrating proprietary programs and third-party platforms.

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 six years of industry experience and currently advises clients at Mercer Global Advisors Inc. Her prior experience includes roles 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, and non-profits by providing discretionary and non-discretionary investment advisory services along with comprehensive financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, supported by client education programs and integrated affiliated service lines.

Traci Carrion is a financial advisor with TIAA-CREF in Salt Lake City, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior firms include Raymond James, Allstate Financial Advisors, and Morgan Stanley Smith Barney. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers model and customized portfolios through its managed account programs and acts as adviser to a donor-advised fund sponsored by Charityvest.

Thomas Hall is a financial advisor at Carson Wealth with over 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Securities America Advisors Inc and Thom K Hall Financial Group. In addition to his advisory role, Hall is the owner and founder of Advisor Metrix LLC, a software application company, and serves as a board member for multiple organizations such as the Entrepreneurs' Organization Utah chapter and Sentience Retreats, a nonprofit. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process that incorporates both fundamental and technical analysis and provides tailored portfolio solutions.

Thomas Sautel is a Series 66 registered financial advisor with Valic Financial Advisors in Salt Lake City, UT, with six years of industry experience. He has held roles at Agia, The Prudential Insurance Company of America, Pruco Securities LLC, Grubhub, Concordia University Nebraska, and Wambolt & Associates. Outside of his advisory work, Sautel competes as a professional disc golfer in local tournaments. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and consulting services using discretionary unified managed accounts and overlays, operating at scale with approximately 1,260 advisors and leveraging centralized technology and model solutions.

Zachary Ford is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial, CUSO Financial Services, America First Credit Union, and OSF International. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans.

Kristine Maxfield is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has held roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and Sovereign Financial Group since 2015. Prior to that, she spent 15 years at Charles Schwab. Outside of her advisory role, she also serves as a senior vice president and wealth advisor with Sovereign Financial Group, where she is involved in fixed insurance policy recommendations. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, with access to multiple program platforms and third-party technology.

Samuel Gentry is a CFP® professional with 25 years of industry experience, currently serving as an investment advisor at Kestra Advisory since 2016. He has prior experience with Kestra Investment Services, LLC and Firstwest Benefit Solutions. Gentry also works as a retirement consultant through NFP, focusing on helping retirement plan participants achieve their goals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

Kevin Glad is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 designations and 25 years of industry experience. He has held roles including adjunct instructor at Neumont College of Computer Science and Salt Lake Community College, and serves on the board of No Small Dreams, a nonprofit that provides educational grants and scholarships in the Philippines. Glad is also involved in accounting and business strategy for Complete Wealth Care, a medical billing firm. Transamerica Financial Advisors serves a broad range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program choices.

Dallin Schwendiman is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds a Series 65 credential and has worked at multiple firms including AE Wealth Management and Heritage Wealth Management. Schwendiman maintains an active role at Heritage Wealth Management focusing on investment planning and advising. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Gregory Wise is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 registrations. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Fidelity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates rather than short-term forecasts.

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 at Stratos Wealth Partners, Ltd with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing before joining Stratos and LPL Financial in 2022. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

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 one year of industry experience. Prior to his advisory role, he worked at LPL Financial LLC and has experience in education and community service, including positions at Utah Valley University and the Church of Jesus Christ of Latter-day Saints. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering customized portfolio management through an open-architecture platform integrating multiple third-party managers.

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.