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.

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.

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 28 years of industry experience. He has been with Commonwealth since 2002, following a year at Signator Investors, Inc. Horner is also president of a family office consulting business, JSH Consulting Inc. 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, managing around $213 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

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.

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® certificant with 19 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has worked at firms including Morgan Stanley & Co. LLC and LPL Financial LLC. Mckenzie operates out of Salt Lake City, UT. 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 range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management, financial planning, and outsourced CIO solutions through an open-architecture platform with multiple third-party managers.

Diggaj Chapagain is a financial advisor at Mercer Global Advisors Inc. based in Salt Lake City, UT. He holds a Series 65 designation and has one year of industry experience, including prior roles at Fidelity Investments, Wilson Wealth Management Inc., Crewe Advisors, and Zions Bancorporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and private funds, offering both discretionary and non-discretionary solutions.

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.

Eric Williams is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding a Series 66 designation and 23 years of industry experience. He has been associated with Sterling Financial Group since 2002, where he is also a co-owner. Outside of his advisory role, he owns EDW Management, LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm acts as a back-office and platform provider, offering support in operations, trading, technology, investment management, compliance, and practice management.