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.

Zane Brandt is a financial advisor at Empower Advisory Group with Series 63 and 66 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley, E*Trade Securities LLC, Tesla Inc., and Zaniac Learning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, with services linked closely to Empower’s recordkeeping and administrative platforms.

Samuel Paget is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group and Albertson's. Outside of his advisory role, he serves as a substitute bus driver for Davis County School District and assists with cemetery and park maintenance for Kaysville City. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm operates through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement investment strategies.

Deanne Argyle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. She has held roles at NetLaw, Juice Plus, Infinitus Capital Management, and Business Network International. Argyle serves as president of her local Business Network International chapter, where she leads meetings focused on financial education. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, trusts, and employer-sponsored plans. The firm delivers services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Kevin Larsen is a financial advisor with Transamerica Financial Advisors in Clearfield, UT, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Transamerica Financial Advisors for 14 years and has held roles at several mortgage and lending firms, including Guild Mortgage Company, Ultimate Home Lending LLC, and Alliance Lending Services. Outside of advisory work, Larsen is involved in mortgage lending as a licensed loan officer and provides estate planning education through an affiliated service. Transamerica Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Vaclav Vlcek is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 13 years of industry experience. He has worked with various entities within the Steward Partners family since 2016 and previously served at Raymond James Financial Services, Inc. until 2022. Vlcek is also the owner of Washington Wealth Group, a non-investment-related support business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

David Isaacs is a financial advisor with Key Investment Services LLC in Ogden, UT. He holds Series 63 and Series 66 designations and has 20 years of industry experience, including over a decade with Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, while leveraging relationships within the KeyCorp group to offer a broad range of financial services.

Chelsea Adams is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds a Series 66 designation and has worked at Stratos Wealth Partners and LPL Financial since 2021. Adams also serves as an adjunct instructor at Weber State University and is co-owner of Salt City Blues, L.L.C., a dance business. 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, model portfolios, and retirement consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, delivering services through a large network of investment adviser representatives.

Christopher Bumanlag is a financial advisor with Empower Advisory Group in Clearfield, UT, holding Series 63 and Series 65 designations and seven years of industry experience. His previous roles include positions at Empower Retirement – GWFS Equities, Inc., First Republic Securities Corp/Bank, LPL Financial, and CUSO Financial Services, LP. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Levi Port is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with CWM, LLC and has worked at Crest Financial Partners, ARS Investment Advisors, and FirstPurpose Wealth. Levi also holds a licensed insurance agent role, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

John Brinkerhoff is a CFP® and ChFC® with 27 years of industry experience. He has been with Centaurus Financial, Inc. since 2015 and also serves at the University of Utah since 2010. Outside of his advisory role, he is the managing member of Brinkerhoff Financial Group, LLC, which conducts fixed insurance and Medicare supplement business, and he acts as principal agent for an independent property and casualty agency. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches.

Jeffrey Bunderson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several other business activities, including providing estate planning services through Net Law Group, Inc., and serving as a referee for high school and little league sports with the Utah High School Athletics Association. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach. The firm serves individual investors, employer-sponsored plans, trusts, and charitable organizations through a large advisor network and multiple program platforms.

Jackson Winget is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Mountain America Credit Union, and LPL Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in selecting investment strategies while providing ongoing monitoring and due diligence of third-party advisory products.