Clinton Stosich is a financial advisor with Eagle Strategies (NY Life) in South Jordan, UT, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at Eagle Strategies, Ethington Financial Group, Nylife Securities LLC, and New York Life Insurance Company. He is also involved in brokering non-registered insurance products through Ethington Financial Group. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages a majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Johansson is a financial advisor with TIAA-CREF in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at LPL Financial LLC, Zions Bancorporation, and Lincoln Financial Advisors Corporation. Outside of advising, he is a member of Johansson Holdings LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory services include both point-in-time planning and ongoing portfolio management, utilizing model portfolios or customized strategies managed under a fiduciary standard.

Bradford Sawyer is a financial advisor with D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, U.S. Bancorp Investments, and American Century Advisory Services. He is also involved with Fredrickson and Associates, Inc., managing an advisory business outside of his primary role. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Hale Mc Cullough is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He has worked at Ameritas and Ameritas Investment Company since 2022 and is also an Associate Financial Planner with Boom Planning/Canvas Financial since 2020. 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, utilizing a range of investment products and program platforms.

Melisa Portillo Leonardi is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Primerica Financial Services. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers both point-in-time planning and ongoing portfolio management through a range of model and customized portfolios.

Kaitlin Cochran is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds the Series 66 designation and has previous experience at Sterling Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Scott Martineau is a financial advisor at Creative Planning with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Creative Planning since 2021, following roles at Reilly Financial Advisors and Gwfs Equities Inc/Great West Life & Annuity Insurance Company. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tactical and private market investment options.

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.

John Broderick is a financial advisor at Rockefeller Financial LLC with 38 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Stifel for 10 years. Outside of advising, he serves as Vice President on the board of the HR Mutual Water Company, which manages maintenance of neighborhood water systems. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating as both an investment adviser and a registered broker-dealer with capabilities in placement and investment banking.

Steven Cox is a CFP® with seven years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2019. He also maintains a role with Scott D. Phillips, where he has been involved since 2016. Outside of advisory work, Cox provides life coaching services through Sound Coaching, Inc., focusing on individual, family, and business clients. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of analytical approaches and provides both discretionary and non-discretionary portfolio management, as well as specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

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.

Andrew Burdick is a financial advisor at Empower Advisory Group based in Salt Lake City, UT. He holds a Series 66 designation and has been active in the industry since 2026. Prior to joining Empower, he worked at The Investor's Edge from 2024 to 2026 and has experience in education and nonprofit sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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.

Isaac Gwinn is a financial advisor at Corient in Salt Lake City, holding the CFP® designation and Series 65 license with four years of industry experience. Prior to joining Corient in 2025, he worked at WCG Wealth Advisors, LLC, and V Wealth Advisors LLC. Outside of his advisory role, he serves as a referee for recreational soccer and volleyball. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and offers specialized services such as family office and corporate trustee offerings.

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.