Paul Mathewson is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 28 years of industry experience. He has been with Commonwealth since 2002, having previously worked at Signator Investors, Inc. Mathewson owns a window cleaning business outside of his advisory role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Rodrigo Garay is a financial advisor at Carson Wealth with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Wells Fargo Clearing. Outside of his advisory work, he serves as adjunct faculty for the Business and Humanities Department at Salt Lake Community College and the University of Utah, teaching business and language courses. CWM, LLC operates an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee-driven approach and tailored portfolio solutions that integrate multiple custodial and technology partnerships.

Mckay Sobotka is a financial advisor at Equity Services, Inc. with one year of industry experience and holds the Series 65 designation. Prior to joining Equity Services, he worked at National Life Group and LiveView Technologies, and has experience in education and community roles including Utah Valley University and The Church of Jesus Christ of Latter Day Saints. He is also an insurance agent with Cambridge Financial Network. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, uses third-party asset managers, and blends long-term strategies with options for shorter-term trading.

Kendra Burgon is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and three years of industry experience. She serves as president of the Silver Mesa PTA and is involved as a referral partner with Beach Boss Influencers. Kendra's prior roles include marketing positions with WealthWave and Managed Wealth Financial. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a range of advisory and broker-dealer services including fee-based wrap programs, model portfolios, and access to third-party money managers. The firm provides discretionary and non-discretionary investment programs and operates as both a registered broker-dealer and registered investment adviser.

Michael Ewing is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with firms including World Financial Group, Inc., Valpak, and Dealdvisor. In addition to his advisory role, he has been involved with Super Saver Media. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, supporting discretionary and non-discretionary investment approaches.

Kelly Zitting is a CFP® professional with 24 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His career includes roles at firms such as Equitable Advisors, Arbor Point Advisors, and Fidelity. In addition to his advisory work, he serves as a Resource Manager with the United States Army Reserve and is the owner and president of a corporation providing health insurance, life insurance, and annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, combining fundamental and technical analysis with access to alternative investments and integrated platform relationships.

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.