Troy Walker is an advisor at Centaurus Financial, Inc. with five years of experience in the financial industry. He holds Series 65, Series 63, and Series 66 credentials. In addition to his advisory role, he is a practicing attorney specializing in criminal defense, estate planning, and civil litigation, and 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, retirement-plan consulting, and specialized advisory services, using a mix of fundamental and technical analysis across both discretionary and non-discretionary arrangements.

Robert Merrill is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Cetera and LPL Financial, along with operating his own advisory business since 2000. Stratos Wealth Partners is an SEC-registered enterprise advisor 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 open-architecture model driven by independent advisory representatives, integrating multiple third-party platforms and offering customized portfolio management, financial planning, and outsourced CIO solutions.

Timothy Kovalchick is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and two years of industry experience. His prior work includes roles at K&R Holdings and Thriv Nutraceuticals, as well as employment supporting office operations at Katz Metzner Financial, LLC. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, managing assets of approximately $4.07 billion through a large network of advisors and various portfolio programs.

Jeron Collins is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley, Thrivent Financial, and Harrisdirect LLC. Outside of his financial advisory role, he serves as the Elders Quorum President in his local congregation of The Church of Jesus Christ of Latter Day Saints. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model-based and customized portfolio management under a fiduciary standard.

Andrew Morin is a financial advisor with D.A. Davidson & Co. based in Salt Lake City, UT. He holds a Series 66 designation and has 12 years of industry experience, including prior roles at GE Healthcare, the University of Utah, ALPS Distributors, and Wasatch Advisors. Outside of his advisory role, he co-owns and creates content for multiple YouTube channels focused on entertainment and occasional investment-related topics. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse clientele, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

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 Series 66 licensed financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, with three years of industry experience. Before entering the financial industry, he worked at Under Armour and served as a finance clerk for a local congregation of the Church of Jesus Christ of Latter Day Saints. Outside of his advisory role, he has several years of experience as a piano teacher. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards and offers a range of services such as ERISA plan advisory, financial planning, equity research, and a specialized Private Wealth program for high-net-worth clients.

Shauni Siddoway is a financial advisor with Stratos Wealth Partners, Ltd. She holds a Series 66 designation and has 19 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Investments. 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 individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent advisor representatives delivering discretionary and non-discretionary portfolio management with an open-architecture approach integrating multiple third-party platforms and managers.

Mary Gubler is a financial advisor with Commonwealth Financial Network and holds Series 65 and Series 63 licenses. She has 16 years of industry experience and previously worked at Securities America Advisors and OSAIC. Mary is a co-owner of WCM Holdings, LLC, a commercial real estate management entity. 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 over $212 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office 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 CFP® professional with 20 years of experience in the financial industry. He currently works at Schwab Wealth Advisory, where he has been since 2019, and previously held roles at Bank of America and Merrill. His background includes various positions at LPL Financial, 1st Global Advisors, Mony Securities Corporation, and Trusted Securities Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with at-least-annual reviews and a focus on client authorization for all trades.

Tyler Jones is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including North Capital, Sterling Financial Group, and Matix Labs LLC. Outside of advisory work, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody/clearing services.

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.

Federico Martin is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at KeyBank NA, Silicon Valley Bank, SVB Investment Services Inc, and Zions Direct. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model and offers multiple wrap-fee programs with custodial and trade execution services, integrating KeyCorp affiliates for additional advisory and investment capabilities.

Stephanie Mickelsen is a Series 66-licensed financial advisor at D.A. Davidson & Co. with four years of industry experience. She has worked at D.A. Davidson since 2021 and has held various roles outside the financial sector, including front desk work at an indoor cycling studio, notary services, barista duties, and baking and delivery for a local business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations, operating under fiduciary standards with a range of planning and portfolio management solutions.

Peter Nelson is a Series 66-credentialed financial advisor with 10 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2016. Outside of his advisory work, Nelson serves as a trustee and executor for a family trust. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.

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.

Nathan Siegal is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors since 2011. He also holds an agent position at Agia, focusing on non-securities insurance products. Additionally, he acts as trustee for an educational savings trust established for a family beneficiary. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Duane Toney is a financial advisor with Carson Wealth, holding the PFS™ designation and Series 66 license, with 23 years of industry experience. His career includes roles at several firms such as Cambridge Investment Research and Pantheon Wealth Advisors. Outside of advisory work, he serves as a managing member of Plan Your Succession, LLC, leads EOS Mastermind Groups as an EOS Community Network Leader, and is involved in sales and coaching for the Capitaliz Value Acceleration system. CWM, LLC, the firm behind Carson Wealth, manages approximately $50.6 billion through a network of over 650 advisors. The firm offers a broad range of services including discretionary asset management and financial planning, supported by an Investment Committee that constructs model portfolios and provides tailored investment solutions.