Brett Bunker is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 11 years of industry experience, including nine years at Rocky Mountain Nanotechnology, LLC. His current role includes independent contractor work involving life insurance and fixed annuities. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, businesses, and institutional clients. The firm offers a range of financial planning, discretionary management, and advisory solutions, integrating proprietary programs and third-party platforms.

Nathan Jackson is a financial advisor at J.W. Cole Advisors, Inc. with 10 years of industry experience. He holds the Series 66 credential and previously worked at Cambridge Investment Research Advisors from 2016 to 2021. Outside of his advisory role, he serves as a caregiver and acts as successor trustee for a family trust. J.W. Cole Advisors serves individuals, high-net-worth clients, and institutional accounts through an extensive network of independent Investment Adviser Representatives. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to various third-party investment platforms, employing both discretionary and non-discretionary management strategies.

Victoria Ferguson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Salt Lake City, UT. Her prior experience includes roles at Northstar Investment Advisory LLC, Dentist Advisors, SECFI, Ellevest, and Robert W. Baird. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing comprehensive advisory services including investment, financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, and other investment vehicles, while also offering educational content and specialized services through an integrated platform.

Thomas Hall is a financial advisor at Carson Wealth with over 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Securities America Advisors Inc and Thom K Hall Financial Group. In addition to his advisory role, Hall is the owner and founder of Advisor Metrix LLC, a software application company, and serves as a board member for multiple organizations such as the Entrepreneurs' Organization Utah chapter and Sentience Retreats, a nonprofit. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process that incorporates both fundamental and technical analysis and provides tailored portfolio solutions.

Kristine Maxfield is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has held roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and Sovereign Financial Group since 2015. Prior to that, she spent 15 years at Charles Schwab. Outside of her advisory role, she also serves as a senior vice president and wealth advisor with Sovereign Financial Group, where she is involved in fixed insurance policy recommendations. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, with access to multiple program platforms and third-party technology.

Samuel Gentry is a CFP® professional with 25 years of industry experience, currently serving as an investment advisor at Kestra Advisory since 2016. He has prior experience with Kestra Investment Services, LLC and Firstwest Benefit Solutions. Gentry also works as a retirement consultant through NFP, focusing on helping retirement plan participants achieve their goals. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base, including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

Kevin Glad is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 designations and 25 years of industry experience. He has held roles including adjunct instructor at Neumont College of Computer Science and Salt Lake Community College, and serves on the board of No Small Dreams, a nonprofit that provides educational grants and scholarships in the Philippines. Glad is also involved in accounting and business strategy for Complete Wealth Care, a medical billing firm. Transamerica Financial Advisors serves a broad range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program choices.

Gregory Wise is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 registrations. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Fidelity. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates rather than short-term forecasts.

William Cottrell is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has worked with multiple firms including WealthWave and Debt America, and is also the owner and president of Calm Choice, a software-related business. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through a range of proprietary and third-party investment programs.

Mathew Meservy is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing before joining Stratos and LPL Financial in 2022. 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 a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions.

Jakob Barker is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Transamerica, he worked at Managed Wealth Financial and Wfgia. He is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Isaac Rasmussen is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, he worked at LPL Financial LLC and has experience in education and community service, including positions at Utah Valley University and the Church of Jesus Christ of Latter-day Saints. 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 institutions, offering customized portfolio management through an open-architecture platform integrating multiple third-party managers.

Landon Eatough is a Series 65-licensed financial advisor with Sequoia Financial Group, L.L.C., bringing two years of industry experience. He has previously worked at Eide Bailly Advisors, LLC and Eide Bailly LLP. Outside of finance, his background includes roles at UTV Warehouse and service with The Church of Jesus Christ of Latter Day Saints. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model portfolios and customized solutions, using a range of investment vehicles and research methods overseen by an Investment Policy Committee.

Sean Hoffecker is a CFP®-designated financial advisor with 14 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Sterling Financial Group, and has previously worked at Ameriprise Financial Services, Avantra Family Wealth, Bank of America, and Merrill. Hoffecker also engages in fixed insurance sales as a minor business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform that includes managed-account programs, third-party asset manager access, and custody services.

Fred Scheffner is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is president of Fred Scheffner, Inc., an entity created to process operating expenses related to his securities practice. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Connor Santry is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential. He has gained one year of industry experience with roles at Managed Wealth Financial, World Financial Group Insurance Agency, and Bankers Life and Casualty Company. Outside of finance, he has been involved with Assisted Living Locators West CT for two years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Jared Horner is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and bringing 28 years of industry experience. He has been with Commonwealth since 2002, following a year at Signator Investors, Inc. Horner is also president of a family office consulting business, JSH Consulting Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients, managing around $213 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

John Raybould is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is president and owner of JR Consulting, Inc., a privately held company operating a securities business. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Miller is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in South Jordan, UT, and has one year of industry experience. Before joining Transamerica, he worked in mortgage lending and has been involved with Smokin' Fire Productions LLC since 2018. He has also served as a rescue technician for Provo Fire and Rescue. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through a variety of fee-based and commission-based programs, with access to proprietary and third-party investment models.

Brandon Mann is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameritas Advisory Services, Ameritas Investment Corp, and D.A. Davidson & Co. In addition to his advisory role, he manages an insurance brokerage focusing on life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing substantial discretionary and non-discretionary assets through a platform that includes third-party asset managers and various account options.