Trenton Stoddard is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his career in 2025. His prior work experience includes roles at Key Bank and various retail and service positions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts, emphasizing client-directed investment choices with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

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 who holds Series 63 and Series 65 licenses and has 22 years of industry experience. His career includes roles at multiple firms such as Stonehill National, Managed Wealth Financial, and Jackman Financial Inc., where he serves as president. He is also involved with LSPN Pro, LLC and inheritguard, LLC. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm uses a model portfolio approach implemented through third-party managers and multiple program platforms, managing regulatory assets of approximately $1.7 billion.

Larry Macfarlane is a financial advisor with CWM, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Carson Wealth, Cetera Wealth Services, and Fidelity Investments. Outside of his advisory work, he also sells fixed insurance products as an insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an Investment Committee, combining multiple investment approaches and offering various retirement-plan services.

Elliot Lewis is a financial advisor at VALIC Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at VALIC Financial Advisors since 2006. Outside of his advisory role, he participates as an independent consultant for BIOGEN, speaking about his family’s experience with Spinal Muscular Atrophy at the CureSMA National Conference, and he also sells collectibles on eBay. 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 UMA models and supporting optional tax and ESG overlay services.

Chad Horne is a financial advisor with Stratos Wealth Partners, Ltd. in Holladay, UT, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he owns and operates outdoor recreation and RV camp businesses in Utah and Idaho. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions, offering financial planning, portfolio management, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party investment strategies through a large network of investment adviser representatives.

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® and Series 66-registered advisor with 17 years of industry experience. She is currently affiliated with Sequoia Financial Group, L.L.C. and has worked with The Martin Worley Group since 2013. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

G Eads is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Their prior work includes positions at Transamerica Life Insurance Company, Equitable, and AXA Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management to provide tailored asset allocation and retirement guidance, serving approximately 212,700 clients.

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.

Kristin Anderson is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*TRADE Capital Management, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Marie Seabury is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. Her prior experience includes roles at Arbor Point Advisors, Securities America Inc, Verus Capital Partners LLC, SagePoint Financial, and Keeler Thomas Inc. Outside of her advisory work, she owns a business that makes handmade hair bows. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, and nonprofits. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to build and monitor client portfolios.

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.

Michael Lowder is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Harrisdirect LLC, E*TRADE Capital Management, Wells Fargo Clearing Services, J.P. Morgan, and Fidelity. He is based in Salt Lake City, UT. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, using a combination of model and customized portfolios managed under client-approved investment policies.

Kade Schoenrock is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with AE Wealth Management since 2019 and previously worked at Gradient Advisors, LLC. Schoenrock is also involved with KTS Financial Group, where he engages in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio and direct asset management approach, utilizing fundamental, technical, and cyclical analysis methods across various investment strategies.

Jennifer Evans is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Jackman Financial and Widdison Enterprises, Inc. Outside of her advisory work, she has been involved with the AGA Northern Utah Chapter for seven years and has entrepreneurial experience through Footzoning and DoTerra. Transamerica Financial Advisors serves a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Matthew Johnson is a financial advisor at Corient with 26 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including LPL Financial and Zions Bancorporation. Outside of finance, he is a passive owner of Subway franchise businesses in Southeast Idaho. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house management with third-party solutions and offers specialized services through affiliates such as family office and corporate trustee services.

Jason Castillo is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the CFA® charter and Series 66 license. His prior work includes roles at Kovitz Investment Group Partners, Kovitz Securities, and Nuveen Securities. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized portfolio tools.

Stephen Campbell is a financial advisor with Eagle Strategies (New York Life) based in Sandy, Utah. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he serves as a timing official for the Utah High School Cycling League. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.