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 financial advisor with Stratos Wealth Partners, Ltd., holding the CFP® designation and securities licenses Series 63 and Series 65. He has 42 years of industry experience, including roles at Morgan Stanley and Citigroup Global Markets prior to joining Stratos Wealth Partners and LPL Financial in 2012. Adams is also licensed to sell and service fixed insurance products such as fixed annuities, life, health, and disability insurance. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model offering discretionary and non-discretionary portfolio management through customized and model portfolios, utilizing an open-architecture platform integrating multiple third-party managers and sub-advisors.

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 with seven years of industry experience. She has held roles at LPL Financial and Walmart prior to her current position. Brooks holds the Series 66 designation and is based in Ogden, Utah. 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 customized portfolio management through an open-architecture platform integrating multiple third-party managers.

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.

Edward Kinsey is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Foundations since 2015. Outside of his advisory role, Kinsey is an independent insurance agent specializing in life insurance and fixed annuities. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.

La Dawn Coburn is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Key Investment Services LLC since 2017 and previously held roles at Cambridge Investment Research Inc and Capital Concepts Financial. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary options, offering custody and trade execution services through Pershing and affiliated insurance products.