Sean Hoffecker is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network and Sterling Financial Group since 2022. His prior roles include positions at Ameriprise Financial Services, Avantra Family Wealth, Bank of America, and Merrill. Hoffecker is also involved in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support, enabling advisors to deliver customized portfolio solutions under Commonwealth’s supervision.

Bradley Hansen is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. He has been with D.A. Davidson since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a general partner at Hansen Hollow LLC, which involves managerial duties outside of market trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory services under fiduciary standards and is also active in municipal advisory and underwriting, which differentiates it within the enterprise advisory space.

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 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he serves as president of a family office consulting business through JSH Consulting, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides discretionary model portfolios managed by its Investment Management and Research team.

John Raybould is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he owns and operates JR Consulting, Inc., a privately held securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, compliance, and technology, enabling affiliated advisors to offer customized investment solutions under Commonwealth’s supervision.

Elliott Back is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often serving clients with prior relationships through TIAA-administered employer retirement plans. The firm offers model- and customized-portfolio management options and acts as adviser to a donor-advised fund.

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.

Jonathan Mckenzie is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd in Salt Lake City, UT. He has worked at Stratos Wealth Partners and LPL Financial since 2021, with prior experience at CUSO Financial Services and Financial Network. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, 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.

Diggaj Chapagain is a financial advisor at Mercer Global Advisors Inc. based in Salt Lake City, UT. He holds a Series 65 designation and has one year of industry experience, including prior roles at Fidelity Investments, Wilson Wealth Management Inc., Crewe Advisors, and Zions Bancorporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and private funds, offering both discretionary and non-discretionary solutions.

Brandon Mann is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameritas Advisory Services, Ameritas Investment Corp, and D.A. Davidson & Co. Outside of his advisory role, he manages an insurance brokerage focused on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Eric Williams is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding a Series 66 designation and 23 years of industry experience. He has been associated with Sterling Financial Group since 2002, where he is also a co-owner. Outside of his advisory role, he owns EDW Management, LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm acts as a back-office and platform provider, offering support in operations, trading, technology, investment management, compliance, and practice management.

Troy Walker is a financial advisor with Centaurus Financial, Inc. based in Draper, Utah, holding Series 65, 63, and 66 licenses and five years of industry experience. He also practices law as an attorney focusing on criminal defense, trust and estates, and civil litigation through his own firm, Troy K. Walker, P.C. Additionally, he serves as the mayor of Draper City, 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 financial planning, portfolio management through the CLASSIC Plus platform, and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Robert Merrill is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Cetera Wealth Services, LPL Financial, and Financial Network Asset Management. Merrill operates his own business entity, Robert Merrill, LLC, for tax and investment purposes. 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 its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

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.

Andrew Morin is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including ALPS Distributors, Wasatch Advisors, and GE Healthcare. Outside of his advisory role, he co-owns and creates content for several YouTube channels focused primarily on entertainment and education. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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.

Andrew Mathis is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds the Series 66 designation. Prior to joining D.A. Davidson, he worked in various roles including finance clerk for the Church of Jesus Christ of Latter Day Saints and has experience as a piano teacher. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Shauni Young is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Young is based in Holladay, UT, and has been with Stratos Wealth Partners and LPL Financial since 2022. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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.