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.

Parker Spencer is a Series 66 licensed advisor with approximately three years of industry experience. He is currently with Independent Financial Group, LLC and has previously worked at Summit Concepts Wealth Management and LPL Financial. Outside of his advisory role, he is involved with Multiserve Insurance, focusing on property and casualty insurance. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to create tailored investment strategies, blending passive and active exposures across multiple risk profiles.

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.

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.