Dennis Larson is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Ogden, UT. He holds a Series 65 designation and has five years of industry experience. Prior to joining B.O.S.S. Retirement Advisors in 2021, Dennis worked at Kinghorn Financial, LLC and spent 21 years at International Business Machines (IBM). B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, utilizing model portfolios and external managers to construct diversified allocations while offering client oversight and coordination.

Devin Choules is a financial advisor at Triad Wealth Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Visionary Wealth Management and Fusion Capital Management. Outside of his advisory role, he owns The Slice, a business involved in payroll and tax services. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm offers model-driven investment management, operational support, and financial planning, focusing on serving other RIAs through a dedicated TAMP platform.

Derek Checketts is a financial advisor at Kovack Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors and Kovack Securities since 2022. Prior to his advisory career, he was involved with Desert Rain Sprinklers LLC and Walmart DC 6090. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions through a nationwide network. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party asset manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

Sheldon Walker is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and nine years of industry experience. His background includes roles at Northrop Grumman as a systems engineer and service in the United States Air Force. Outside of financial advising, he develops software for warehousing and material handling through his independent contracting work. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms, including Transamerica ONE and TFA365, with regulatory assets under management reported at approximately $1.7 billion.

John Allan Taylor Brinkerhoff is a financial advisor at Centaurus Financial, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he has worked at Gravitate Wealth and held positions in various sectors including nonprofit and technology. Outside of his advisory work, he is involved as an insurance agent focusing on property and casualty and Medicare insurance, and serves as a notary public for the State of Utah. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management solutions utilizing both discretionary and non-discretionary approaches, supported by fundamental and technical analysis.

Craig Adams is a CFP® professional with 42 years of industry experience. He has been with Stratos Wealth Partners, Ltd. and LPL Financial since 2012 and previously worked at Morgan Stanley and Citigroup Global Markets. Adams holds securities licenses including the Series 63 and Series 65. He is also licensed to sell fixed insurance products such as fixed annuities and various types of life and health insurance. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, and retirement consulting through a large network of investment advisor representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Myron Bouwhuis is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2013. He is also the owner of MY & RA Holdings Inc, which provides tax planning and preparation services. Outside of his advisory work, Bouwhuis holds a leadership role as a bishop in his local church, where he assists in managing charitable contributions. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs a variety of investment strategies, including discretionary and non-discretionary portfolio management, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Jessica Brooks is a financial advisor with Stratos Wealth Partners, Ltd in Ogden, UT, holding a Series 66 license and seven years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2018, and previously spent 18 years at Walmart. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple platforms and custodians.

Kenneth Richey is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 19 years of industry experience and has been affiliated with New York Life and its related entities since 2006. Outside of his advisory role, he serves as a member of the Ogden City Council representing District 3, a position he has held since 2022. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to meet client objectives and plan sponsor requirements.

Joseph Hill is a financial advisor with Planmember Securities Corporation in Kaysville, Utah, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes roles at Planmember Securities since 2014 and involvement with multiple related businesses focused on financial education, retirement planning, and insurance services. Outside of advising, he is also engaged in land development through a family LLC. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while offering education and support services to plan sponsors and participants.

John Stevens is a financial advisor with Hornor, Townsend & Kent, LLC, holding a ChFC® designation and Series 63 license, and has 52 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2001, and operates his own insurance brokerage under J. Michael Stevens & Associates. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform with both discretionary and non-discretionary account options and reported over $8 billion in discretionary assets under management as of 2025.

Justin Arnold is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has nine years of industry experience with prior roles at Kovack Advisors, John Hancock, Charles Schwab, and Uber. From 2021 to 2023, he was also involved with Detail Doc LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Kris Stevenson is a financial advisor with Transamerica Financial Advisors in Layton, UT, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held multiple roles in estate planning and mortgage referral services through affiliated entities such as LSPN Pro LLC and KL Marketing LLC. Stevenson is also president of Dream Builders Financial Group, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Royal Kennard is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. His work history includes roles at WealthWave, Regence Blue Cross Blue Shield, and Wfgia. Outside of advising, he owns Royal's Promotional Marketing, a non-investment related business based in Farmington, Utah. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, employing proprietary and third-party investment models with both discretionary and non-discretionary program options.

Andrew Weese is a financial advisor at NewEdge Advisors with a Series 65 designation and three years of industry experience. Prior to joining NewEdge Advisors in 2023, he worked in finance management and reporting for Hunter Douglas from 2018 to 2023. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services, utilizing a combination of in-house manager selection and third-party model portfolios supported by technology tools and ongoing manager due diligence.

Kimberly Robinson is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Herdt Brinkerhoff and Navigate Private Wealth. Kimberly is also involved with SolelyCustom LLC, an entrepreneurial venture she has been part of since 2023. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm offers various financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements and a mix of fundamental and technical analysis.

Andrew Galeazzi is a financial advisor with Empower Advisory Group in Ogden, Utah. He holds Series 63 and Series 66 designations and has 19 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm employs an integrated service model focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Steven Garside is a financial advisor with Transamerica Financial Advisors in Layton, Utah, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles with The Church of Jesus Christ of Latter-Day Saints, O. C. Tanner, and WealthWave, alongside his ongoing service as a police officer with Weber State University. In addition to his advisory work, he manages marketing automation software projects at the church. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Timothy Pearson is a financial advisor with SPC in Ogden, Utah, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at SPC since 2002 and has been with Parkland Securities, LLC since 2014. Outside of his advisory role, he owns Wasatch Financial & Insurance Group, Inc., which involves the sale of life, long-term care, group health insurance, and fixed index annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers, delivering strategies that include discretionary and nondiscretionary management options.

La Dawn Coburn is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Inc and Capital Concepts Financial. La Dawn has been with Key Investment Services since 2017. Key Investment Services LLC serves individuals—including high-net-worth clients—as well as trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while offering ongoing monitoring, rebalancing, and supervisory oversight.