Robert Merrill is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and 45 years of industry experience. His career includes roles at Cetera, LPL Financial, and operating as a sole proprietor through Robert Merrill, LLC. Stratos Wealth Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, and specialized consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Dan Roberts is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Commonwealth since 2012 and has been affiliated with The Financial Resource Group since 1988. Roberts also serves as president and sole owner of Financial & Estate Strategists, Inc., an insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers various portfolio management options and distinct program structures, including discretionary model portfolios managed by its Investment Management and Research team.

Bryce Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at multiple firms, including World Financial Group and Managed Wealth Financial, where he is an owner. Outside of his advisory work, he is a partner in a part-time houseboat partnership and is involved with Eventbrite as a vendor for ticket sales. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, utilizing model portfolios and third-party money managers to implement its advisory services. The firm operates a large advisor network and offers multiple program platforms, integrating retirement plan services and affiliated product distributions.

Shauni Siddoway is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 19 years of experience in the industry. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments, LLC. 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, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Nathan Diede is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses. He has been with Empower Advisory Group and Empower Financial Services since 2026, following a year at Morgan Stanley. 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 account holders. The firm’s integrated approach leverages its recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

Mary Gubler is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 designations. She has 16 years of industry experience, including ten years at Securities America Advisors. Outside of her advisory role, she is involved as a co-owner of entities managing commercial and residential real estate in Utah. 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 roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

Martin Olson is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in South Jordan, UT, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He has been with Equity Services since 1999. Outside of his advisory role, Olson serves as a second counselor in the bishopric of his local Church of Jesus Christ of Latter-day Saints ward and handles financial duties related to charitable donations. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that frequently incorporate third-party asset managers and model portfolios.

Melody Ream is a financial advisor with D.A. Davidson & Co. in South Jordan, UT, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining D.A. Davidson, she worked at Wealth Management CPAs, LLC and Pearson Butler, PLLC. She is also the owner of Mark My Words, LLC, a paralegal document preparation service, and serves as an outdoor guide for Powder Trout Adventure Company, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides both fiduciary advisory services and municipal advisory activities, employing quantitative and qualitative analysis to support investment recommendations and financial planning.

Jeffrey Smith is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, where he has worked since 2021. Prior to that, he spent 10 years at Bank of America and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Patricia Marlow is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. She holds the Series 66 designation and has worked at Centaurus Financial since 2006. Outside of her advisory role, she is involved in estate planning services utilizing the Deferred Sales Trust and serves as a part-time bookkeeper at Yelm Prairie Christian Center. 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 financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a combination of fundamental, technical, and top-down analysis.

James Duke is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Edward Jones, Keeler Thomas, and SagePoint Financial. In addition to his advisory work, he serves as an adjunct professor teaching the CFA Level 1 course to graduate students at the University of Utah. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, using both proprietary guidance and third-party platforms.

Jacob Hansell is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Northwestern Mutual, among other firms. 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 model selection while providing ongoing monitoring and due diligence on third-party advisory products.

Peter Nelson is a financial advisor with Primerica Advisors, holding a Series 66 designation and nine years of industry experience. He has worked with Park Avenue Securities since 2016 and Guardian Life Insurance Company of America since 2015. Outside of his advisory role, he serves as a trustee and executor for a family trust. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies, supporting a wide range of account types and investment options.

Tyler Ferguson is a financial advisor with GWN Securities Inc. in Layton, Utah, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, Ferguson is involved in selling Medicare supplemental insurance and offers fixed and fixed index annuities to clients through various business entities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm provides discretionary managed accounts, financial planning, and access to third-party sub-advisers through a large network of advisors, employing a range of investment programs from traditional asset allocation to legacy market-timing and momentum-based strategies.

Wesley Shields is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network and Synergy Financial Advisors. He has a long tenure at Securities America Advisors, Inc., spanning 16 years. Outside of his advisory work, Shields is involved in fixed insurance sales and is a co-owner of a commercial real estate management entity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers investment management, compliance, technology, and practice-management resources, enabling advisors to deliver customized portfolio solutions and model-based strategies.

Tiffany Bodell is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Ailsa Capital, Inc for eight years. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jan Christensen is a financial advisor with Eagle Strategies (NY Life) based in Draper, Utah, holding Series 63 and 65 licenses and with 36 years of industry experience. He has been affiliated with New York Life Insurance Company and its related entities since 1989 and has operated Christensen Financial and Insurance Services since 2011. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a wide network of representatives. The firm offers a range of advisory programs and focuses on tailored recommendations, managing a substantial majority of its assets on a non-discretionary basis.

Tyler Liechty is a financial advisor with GWN Securities Inc. in Lehi, Utah, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he owns West Jordan Ace Hardware, a retail business where he manages finances and inventory. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a variety of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Ryan Serr is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2015 and is also affiliated with several other financial services firms. Outside of advisory activities, he refers business for Sword & Shield Estate Planning. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Quinn Campbell is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at J. W. Cole Advisors, Inc. since 2019 and previously at Cambridge Investment Research Advisors. He also owns CQ Financial, a separate investment-related business. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm employs a mix of fundamental and technical analysis along with discretionary and non-discretionary account management.