Chuk Che is a financial advisor with Transamerica Financial Advisors in Orem, UT, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes positions at Fidelity Brokerage Services, Morgan Stanley, and various insurance and service firms. Outside of advising, he has been involved in entrepreneurial activities such as operating Chuk's Kitchen and managing other private ventures. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Connor Santry is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential. He has gained one year of industry experience with roles at Managed Wealth Financial, World Financial Group Insurance Agency, and Bankers Life and Casualty Company. Outside of finance, he has been involved with Assisted Living Locators West CT for two years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Christopher Miller is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in South Jordan, UT, and has one year of industry experience. Before joining Transamerica, he worked in mortgage lending and has been involved with Smokin' Fire Productions LLC since 2018. He has also served as a rescue technician for Provo Fire and Rescue. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through a variety of fee-based and commission-based programs, with access to proprietary and third-party investment models.

Willard Scott is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group dating back to 2001. Outside of his advisory work, Scott operates Elite Mobile Grooming, a business renting a heated grooming trailer for show horses, and serves as a trophy big game hunting and fishing guide through Hightop Outfitters. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with regulatory assets under management around $1.7 billion.

Braxton Hatch is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Morgan Stanley, E*Trade Securities LLC, and Keller Williams Realty. Outside his advisory work, he is renewing his Utah real estate license to practice real estate in his spare time. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Troy Walker is a financial advisor with Centaurus Financial, Inc. based in Draper, Utah, holding Series 65, 63, and 66 licenses and five years of industry experience. He also practices law as an attorney focusing on criminal defense, trust and estates, and civil litigation through his own firm, Troy K. Walker, P.C. Additionally, he 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, and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Robert Merrill is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Cetera Wealth Services, LPL Financial, and Financial Network Asset Management. Merrill operates his own business entity, Robert Merrill, LLC, for tax and investment purposes. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

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.

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.

Shauni Young is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Young is based in Holladay, UT, and has been with Stratos Wealth Partners and LPL Financial since 2022. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Nathan Diede is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 licenses. He has been with Empower Advisory Group and Empower Financial Services since 2026, following a year at Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach leverages its recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

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 at D.A. Davidson & Co. with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wealth Management CPAs, LLC, and Pearson Butler, PLLC. Outside of finance, she owns Mark My Words, LLC, which provides paralegal document preparation services, and is involved with Powder Trout Adventure Company, LLC, an outdoor activity guide business. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, and charitable and corporate clients. The firm operates under fiduciary standards, providing services such as ERISA retirement plan advisory, wrap fee programs, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

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.

James Duke is a financial advisor at OSAIC Advisory Services, LLC with 15 years of industry experience. He has worked at Edward Jones, SAGEPOINT FINANCIAL, Keeler Thomas, Inc., and Arbor Point Advisors prior to his current role. Duke also serves as an adjunct professor, teaching the CFA Level 1 course to graduate students at the University of Utah. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through multiple program models and utilizes a mix of proprietary and third-party platforms.

Jacob Hansell is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch Pierce Fenner & Smith, Apollon Insurance Group, and Northwestern Mutual. 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 model selection with advisory recommendations and ongoing monitoring, while providing access to third-party discretionary managers and oversight services.

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.

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.