David Millheim is a financial advisor with Axxcess Wealth Management, LLC in Ogden, UT. He holds Series 63, 65, and 66 licenses and has five years of industry experience. Prior to joining Axxcess, he worked at Lifetime Wealth Solutions and has a background as a self-employed insurance agent. Millheim maintains an active insurance agency focusing on life and accident & health insurance. Axxcess Wealth Management offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, businesses, and government entities. The firm employs a customized, multi-asset investment approach and provides a TAMP platform that supports other registered investment advisers through consolidated portfolio management and reporting.

Tovey Allen is a financial advisor with Gibbs Wealth Management, LLC in Salt Lake City, UT. He holds a Series 65 license and has six years of industry experience, including prior roles at Allen Financial and Mitchell Intl. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and advisory services through advisor-directed models and sub-advisory arrangements, utilizing third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm emphasizes a mix of analytical approaches and risk management strategies tailored to client goals.

David Andersen is a financial advisor at Trek Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Purshe Kaplan Sterling Investments and World Equity Group. Outside of his advisory role, Andersen owns and operates a pecan farm and serves as a board member of the Lake Proctor Water Authority. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial-intelligence tools, multiple systematic strategies, and alternative investment platforms.

Richard Roethel is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Foundations since 2015. In addition to his advisory role, he operates as an independent insurance agent specializing in life and health insurance and annuities. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Adam Woolston is a financial advisor at Vanderbilt Advisory Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Guardian Life Insurance Company, Park Avenue Securities, and Wells Fargo. Outside of his advisory work, he is also involved with Bowman's Market in a stocking role. Vanderbilt Advisory Services serves a diverse client base, including individuals, charities, trusts, estates, businesses, and retirement plans. The firm offers various management and consulting services, emphasizing strategic asset allocation and integrating retirement-plan and benefits firms to provide combined advisory and plan-administration solutions.

Scott Nelson is a financial advisor at AlphaStar Capital Management with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with AlphaStar since 2013. Nelson is also the owner and president of Mountain Star Financial, where he focuses on the sale of insurance products and related services. Additionally, he serves as a speaker and teacher for the Society For Financial Awareness, educating on various financial topics. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a strategic asset-allocation approach combined with quantitative analysis and third-party research.

Kim Checketts is a financial advisor with Kovack Advisors, Inc. in Ogden, Utah, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2007. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm focuses on diversified asset-class exposure through mutual funds, ETFs, and other vehicles, and offers discretionary and non-discretionary asset management along with financial planning and third-party manager recommendations.

Scott Smith is a CFP® and PFS™ credentialed advisor at Composition Wealth, LLC with nine years of industry experience. His prior roles include positions at Alloy Accounting, Alloy Financial Services, and Smith, Kunz & Associates, PLLC. He also worked with The Church of Jesus Christ of Latter-day Saints. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and employs both fundamental and technical analysis to manage portfolios.

David Edwards is a financial advisor at Concorde Asset Management, LLC with a Series 66 designation and experience in the industry since 2019. His prior roles include positions at Bridgepoint Capital, BPI Midstream, and BOH Inc. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers and wrap fee programs. The firm builds customized portfolios through asset allocation and model-based strategies, using proprietary and third-party platforms while also offering ERISA retirement-plan advisory services.

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.

Zachary Nelson is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2024. Prior to this, he worked at RH Advisors, LLC and Rock House Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

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 41 years of experience in the financial industry. He has been with Stratos Wealth Partners, Ltd. and affiliated with LPL Financial since 2012. Adams is licensed to sell fixed insurance products, including annuities and various types of life and health insurance. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

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.

Robert Aamodt is a CFP® professional with 27 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, and has prior experience with firms including RH Advisors, Rock House Financial, and United Planners Financial Services. He also serves as an adjunct instructor at the University of Utah. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment process combines strategic asset allocation with passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Jessica Brooks is a financial advisor at Stratos Wealth Partners, Ltd in Ogden, UT, holding a Series 66 credential with seven years of industry experience. She has worked at LPL Financial and Walmart, combining roles in financial services and retail. Brooks also provides administrative support within Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm employs an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, with active monitoring and asset allocation across multiple 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.