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.

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 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.

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.

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. His prior work includes roles at North Capital, Matix Labs LLC, Black Diamond Equipment, and Liberty Mountain Sports. Jones also spends a small portion of his time conducting fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, allowing advisors to tailor portfolios using both internal models and external platforms.

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 Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Key Investment Services LLC and has previously worked at KeyBank NA, Silicon Valley Bank, SVB Investment Services Inc, and Zions Direct. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection and ongoing monitoring while providing access to third-party discretionary managers and maintaining supervisory oversight.

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 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.

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 at CWM, LLC with 23 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior work includes roles at Carson Wealth, Cetera Advisor Networks, Pantheon Wealth Advisors, and Cambridge Investment Research Advisors. Outside of advising, Toney engages in tax consulting as a CPA and is involved in entrepreneurial and leadership roles, including managing Plan Your Succession, LLC and serving as an EOS Community Network Leader. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory solutions, employing a discretionary model portfolio approach supported by an in-house Investment Committee and diverse tools for customization and monitoring.

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.

Travis Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he serves as president of TWN I, Inc., an entity created for securities business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers extensive operational, trading, and compliance support while allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.