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 23 years of industry experience, currently serving at LPL Financial since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is involved with ZiWiFi Enterprises LLC, a business entity unrelated to investment activities. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

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.

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.

Chad Horne is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he owns Big Horne Back Country Guiding, an outdoor recreation guiding business. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, 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.

Parker Spencer is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Summit Concepts Wealth Management and LPL Financial, among other roles. Spencer also has involvement in property and casualty insurance through Multiserve Insurance. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a mix of in-house and third-party managed portfolios, operating under both registered investment adviser and broker-dealer capacities.

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.

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®-designated financial advisor with 19 years of industry experience. She currently works at Osaic Advisory Services, LLC and has prior experience with firms including Arbor Point Advisors, Securities America Inc, Verus Capital Partners LLC, SagePoint Financial, and Keeler Thomas Inc. Outside of her advisory role, she owns Sweetknotbows, a business that creates handmade hair bows. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Melissa Thurber is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 66 licenses. She has 23 years of industry experience, including over a decade at Transamerica Financial Advisors and a concurrent role at Wfgia. As part of her role at Transamerica, she may perform home office functions for other business units. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

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.

Kade Schoenrock is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2019. Prior to that, he was with Gradient Advisors, LLC from 2017 to 2019, and he is also involved with KTS Financial Group, where he engages in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed models, third-party strategists, and advisor-managed portfolios, along with services such as financial planning, direct asset management, and ERISA plan support.

Jennifer Evans is a financial advisor at Transamerica Financial Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with Widdison Enterprises, Inc. and Jackman Financial. Outside of her advisory work, she has been involved with Foot Zoning since 2016 and doTerra since 2012. 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 a range of advisory and broker-dealer services featuring proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Jason Castillo is a CFA® charterholder and holds the Series 66 designation, with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, LLC, Nuveen Securities, and Eze Software Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing tax- and fee-sensitivity.