Quinn Campbell is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at J. W. Cole Advisors, Inc. since 2019 and previously at Cambridge Investment Research Advisors. He also owns CQ Financial, a separate investment-related business. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm employs a mix of fundamental and technical analysis along with discretionary and non-discretionary account management.

Timothy Jaggi is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 21 years of experience in the industry, with a career spanning roles at NYLIFE Securities Inc. and New York Life insurance since 2004. In addition to his advisory work, he is involved in insurance brokering and holds a shareholder role at NYLARC Holding Company, Inc., which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers a range of advisory services such as financial planning, retirement plan consulting, and investment management, with an emphasis on tailored solutions and primarily non-discretionary asset management.

Michelle Whitlock is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and three years of industry experience. In addition to her advisory role, she teaches private voice lessons and is involved with the Wasatch Music Coaching Academy and Dean Voice Studio, where she offers vocal instruction and occasional performances. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment options.

Jack Griffin Jr. is a wealth advisor at Sequoia Financial Group, L.L.C. with 28 years of industry experience. He holds a Series 66 designation and previously worked with the Martin Worley Group for nine years. Griffin also operates Griffin Tax & Investment Services LLC, providing tax preparation and consulting. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm utilizes model and custom portfolio management approaches supported by an Investment Policy Committee and employs a range of investment vehicles and third-party managers.

Kiri Pullan is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has eight years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. In addition to her advisory work, she operates a freelance wedding and portrait photography business. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services tailored to individual investors, institutional clients, and plan sponsors.

John Martindale is a CFP® professional with 28 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2023. He previously worked at Ailsa Capital, Inc for 12 years. Outside of his advisory role, he owns and provides administrative assistance for Ailsa Capital Management, a non-investment related business. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach utilizing third-party independent managers and formal due diligence processes, and is noted for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

Jason Howard is a CFP® with 24 years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He previously worked at Wells Fargo Bank and Wells Fargo Clearing before joining Stratos and LPL Financial LLC in 2022. Outside of his advisory role, he is involved with ZiWiFi Enterprises LLC, a non-investment-related business entity. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm uses an IAR-driven, open-architecture model integrating multiple third-party platforms and managers to deliver customized portfolio management and a range of financial planning and outsourced CIO solutions.

Michael Reese is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory work, he serves as the public announcer for Lone Peak High School Football and is a volunteer bishop for a local church ward. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a significant focus on retirement investors.

David Collette is a financial advisor at SPC with a Series 66 designation and four years of industry experience. His prior work includes roles at Parkland Securities LLC and managing his own financial services business, Collette Financial Group. Outside of finance, he has worked as a high school referee. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a structure that supports fiduciary and non-fiduciary retirement services alongside formal succession and compliance protocols.

Trenton Stoddard is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His work history includes roles at Key Bank and World Wide Golf Shops. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and offers multiple wrap programs with custodial and trade execution services in partnership with Pershing.

Rosalie Cox is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has been with Transamerica Financial Advisors since 2020 and is also involved with WealthWave, Managed Wealth Financial, and Wfgia. Outside of finance, she owns Oquirrhberg Kennels LLC, where she trains police and military dogs, including those for explosive and bed bug detection. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach to investment management and supports its advisors through multiple program platforms.

Nathan Jackman is a financial advisor with Transamerica Financial Advisors in South Jordan, UT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at multiple firms, including Jackman Financial Inc., Managed Wealth Financial, and Stonehill National. Outside of investment advisory, he is involved in health insurance sales through Stonehill National. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Larry Macfarlane is a financial advisor with Carson Wealth in Murray, Utah, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and Dorman & Macfarlane, Wealth Advocates. Outside of advisory work, he is an insurance agent selling fixed insurance products. CWM, LLC is an enterprise platform managing approximately $50.6 billion through over 650 advisors, offering services such as discretionary asset management, financial planning, and retirement plan management. The firm employs an Investment Committee to construct model portfolios and provides tailored solutions including custom indexing and access to alternative investments.

Chad Horne is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and 15 years of industry experience. He previously worked at Wells Fargo Clearing before joining Stratos Wealth Partners and LPL Financial in 2022. Outside of his advisory role, he owns and operates an outdoor recreation guiding business and an aesthetics LLC in Utah. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services including financial planning and outsourced CIO solutions. Its model is advisor-driven, providing discretionary and non-discretionary portfolio management through a multi-platform, open-architecture approach.

Todd Mons is a financial advisor at Creative Planning with 19 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. In addition to his advisory role, he is co-owner of podmonsters, LLC, a drop shipping and print-on-demand business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Terra Thurgood is a CFP® with 18 years of industry experience and is currently a wealth advisor at Sequoia Financial Group, L.L.C. Prior to joining Sequoia, Terra worked at The Martin Worley Group for over a decade, as well as at Knox Capital Advisors, LLC and UNITED PLANNERS' FINANCIAL SERVICES of AMERICA. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse clientele, including individuals, family offices, corporations, charitable organizations, and retirement plans. The firm employs a combination of model and custom portfolio management strategies and utilizes a range of investment vehicles overseen by an Investment Policy Committee.

Travis Cornett is a financial advisor with Centaurus Financial, Inc. in Holladay, Utah, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2012. Cornett is also president of Out of Egress, Inc., a firm involved in financial planning and related activities. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, with both discretionary and non-discretionary management arrangements.

Marie Seabury is a CFP® professional with 19 years of industry experience, currently serving with Osaic Advisory Services, LLC. Her prior experience includes roles at Arbor Point Advisors, Securities America Inc, Verus Capital Partners LLC, SagePoint Financial, Inc, and Keeler Thomas Inc. Outside of her advisory work, she owns SweetKnotBows, a handmade hair bows business, and provides consulting services to financial firms. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers various managed programs and consulting services, employing diverse investment strategies and maintaining extensive platform relationships that support both institutional and alternative investment solutions.

Orlando Walters is a Planning Consultant at Fidelity Investments. He has held various roles at Fidelity, progressing from Investment Solutions Representative I in 2020 to Planning Consultant in 2024. Throughout his tenure, he has gained experience working with financial markets and has developed skills in simplifying complex financial concepts for clients. Mr. Walters holds insurance licenses in Arkansas and California. His professional background includes roles as Financial Consultant and Investment Solutions Representative. Outside of work, he has interests in baseball, football, outdoor adventures, and culinary experiences.

Michael Simmons is a financial advisor with Principal Financial Services in Murray, UT, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior work history includes roles at Mutual of Omaha, MassMutual, and Transamerica Investors Securities Corporation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.