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 at Transamerica Financial Advisors with two years of industry experience. She holds the Series 65 and Series 63 designations. Her work history includes roles at Widdison Enterprises, Inc. and Jackman Financial. Outside of advisory work, she has experience with DoTerra since 2012 and has been involved with the AGA Northern Utah Chapter since 2019. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering a range of fee-based wrap programs, model portfolios, and access to third-party money managers.

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) located in Sandy, Utah. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including prior roles at Morgan Stanley and E*TRADE. Outside of finance, he serves as a timing official for high school cycling races with the Utah High School Cycling League. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Barrett Ethington is a financial advisor with Eagle Strategies (NY Life) based in South Jordan, Utah. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Barrett has worked with NYLife Securities LLC and New York Life Insurance Company since 2013 and operates Ettington Financial Group. Outside of advisory work, he owns Elevated Design Homes LLC, a company focused on buying and remodeling real estate for sale or lease. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Crowley is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor Townsend & Kent since 2017. Outside of his advisory role, Crowley serves as a council member on the Utah Developmental Disabilities Council, where he participates in budget decisions and policy review for programs supporting individuals with developmental disabilities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Christa Barardo is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BNY Mellon and LPL Financial. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through affiliated and independent advisers using a customized, open-architecture investment approach.

Joshua Ericksen is a CFP® with two years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at LPL Financial LLC and has held a variety of roles outside the financial sector, including positions at Brooks Pest Control and The Church of Jesus Christ of Latter-day Saints. Ericksen is also associated with JE Group LLC, a business entity for tax and investment purposes. 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 a diverse client base—including individuals, retirement plans, corporations, nonprofits, and institutional clients—offering customized portfolio management, financial planning, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers and proprietary strategies.

Mark Fellows is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities, Chase Investment Services Corp., and Waddell & Reed. He is also commissioned as a notary in Sandy, Utah. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients using a model that emphasizes independent advisory representatives, open-architecture portfolio management, and a range of financial planning and outsourced CIO solutions.

Carter Colton is a financial advisor at Eagle Strategies (NY Life) with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Nathaniel Kidd is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with Principal Securities Inc. since 2001. Outside of his advisory role, he works as a ski instructor for Salt Lake County Parks & Recreation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Taynia Vakapuna is a CFP® professional with three years of industry experience. She is currently with Cerity Partners LLC, having joined in 2026, and previously worked at Austin Private Wealth LLC and Aegis Wealth Group LLC. Her background also includes two years at the University of Utah. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of 2025. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.

Matthew Johnson is a financial advisor with Carson Wealth and holds a Series 65 designation. He has two years of industry experience and previously worked at Signal Wealth Advisors and Thom K Hall Financial Group. In addition to his advisory role, he is licensed to sell life, health, disability insurance, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 partner offices. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, retirement plan services, and tailored investment solutions managed by an Investment Committee.

Keegan Clark is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Transamerica, he worked at Fidelity Investments and Wells Fargo Clearing Services. Outside of finance, Keegan is involved in modeling and acting, participating in related jobs through Urban Talent. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and investment education with a focus on asset allocation, contribution rates, and retirement age guidance. The firm leverages proprietary software and model portfolios from Morningstar Investment Management to provide personalized advice across various programs.

James Winokur is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds the Series 65 and Series 63 designations. He has nine years of industry experience, including prior roles at Nationallife Group, CreativeOne Wealth, and ARS Investment Advisors. In addition to his advisory work, he is principal of Win Retirement Solutions and is involved in the sale of life and health insurance, annuities, and Medicare products. 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 SEC-registered investment adviser, offering multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments.

Robert Merrill is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Cetera, and State Farm. Outside of his advisory work, he is the owner of Artistry in Motion LLC, a business unrelated to investments. Stratos Wealth Partners, Ltd is an SEC-registered enterprise investment advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, employing an open-architecture model that integrates multiple third-party platforms and offers both discretionary and non-discretionary portfolio management.

Steven Kapsimalis is a financial advisor at Centaurus Financial, Inc. in Draper, UT, holding Series 63 and Series 65 registrations with 43 years of industry experience. He has been with Centaurus Financial since 2012. Outside of his advisory role, he is also an insurance agent selling universal life insurance through Crump Insurance Agency. Centaurus Financial serves a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary strategies alongside a variety of analytical approaches.

Nathan Woodbury is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at Centaurus Financial since 2012, following previous roles at Kovack Advisors and Ameriprise. Outside of financial advising, Woodbury operates a woodworking business creating and selling custom bookshelves and mantles. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of investment analysis approaches.

Anthony Taylor is a financial advisor with Eagle Strategies (NY Life) based in Sandy, Utah. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Taylor has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1998 and operates under the DBA Taylor’d Financial, brokering non-registered insurance products. He also invests personally in cryptocurrency and holds passive investment roles in NYLARC Holding Company Inc. and Reef Capital Partners LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm delivers tailored advice across multiple program types, with a significant focus on non-discretionary assets and relationships with various institutional sponsors within an integrated New York Life structure.

Barry Watson is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He is currently a wealth advisor at Sequoia Financial Group, L.L.C. and has previously worked at Martin Worley Group and Pittenger & Anderson Inc. Outside of his advisory role, he provides consulting services to small businesses focused on accounting, internal controls, and financial analysis. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse range of clients, including individuals, family offices, corporations, and charitable organizations. The firm utilizes a mix of model and custom portfolio management strategies, with investment oversight from an Investment Policy Committee and employs a variety of securities and third-party managers to meet client objectives.