Barrett Ethington is a financial advisor with Eagle Strategies (NY Life) based in South Jordan, Utah, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been affiliated with Eagle Strategies and New York Life entities since 2013 and operates the Ettington Financial Group. Outside of advisory work, he is involved in real estate remodeling and cryptocurrency investing. 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 emphasizes tailored advice delivered through multiple program types and manages a substantial majority of its assets on a non-discretionary basis.

John Crowley is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hornor, Townsend & Kent since 2017. Outside of his advisory role, Crowley serves as a council member for the Utah Developmental Disabilities Council, where he participates in policy review and budget allocation to support programs for individuals with developmental disabilities. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, focusing primarily on non-discretionary asset management and client-directed implementation. The firm offers access to third-party asset managers and emphasizes diversified investment approaches alongside retirement plan consulting.

Joshua Ericksen is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 designation and one year of industry experience. His prior work history includes roles at LPL Financial LLC, Pattern, and Lakeshore Partners LLC. Outside of finance, he has been involved with Utah Youth Soccer for over a decade. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving more than 24,000 clients through about 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager access, and various financial planning services, operating with an open-architecture investment approach that integrates multiple external platforms and resources.

Mark Fellows is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of advisory work, he is a commissioned notary public in Sandy, Utah. 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 an open-architecture platform that supports both advisor-managed and model-based portfolios.

Carter Colton is a financial advisor at Eagle Strategies (NY Life) with Series 63 and Series 65 credentials. He has one year of industry experience and has held roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Prior to his advisory career, he worked at Rookie Road and served in other capacities including at BYU and Sandra Day O’Connor. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice and solutions across multiple program types and manages a majority of 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 two years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at Austin Private Wealth LLC and Aegis Wealth Group LLC. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse range of clients, including individuals, families, trusts, corporations, and institutional investors, offering services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Matthew Johnson is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Carson Wealth, Signal Wealth Advisors, and Thom K Hall Financial Group. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Keegan Clark is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 credentials and three years of industry experience. His prior firms include Fidelity Investments and Wells Fargo Clearing Services LLC. Outside of his advisory work, Clark is involved in modeling and acting through Urban Talent in Salt Lake City. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with personalized asset allocation and retirement guidance services, utilizing proprietary software and Morningstar Investment Management’s model portfolios to support both managed and non-discretionary advice programs.

James Winokur is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in South Jordan, UT, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Nationallife Group, CreativeOne Wealth, ARS Investment Advisors, and OneAmerica Securities. Outside of his advisory work, he is a principal of Win Retirement Solutions, a separate investment-related business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Robert Merrill is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has five years of industry experience. Prior to joining Stratos Wealth Partners, Ltd., Merrill worked at firms including LPL Financial LLC, Cetera, and State Farm. Outside of his advisory work, he is a business owner of Artistry in Motion LLC in Herriman, Utah. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, financial planning services, and retirement plan consulting, operating with an open-architecture approach that integrates various external platforms and tools.

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 21 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2012. Outside of his advisory role, he pursues woodworking as a hobby, creating and selling custom bookshelves and mantles. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of platforms and employs a mix of fundamental and technical investment analysis.

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-registered advisor with 13 years of industry experience. He is currently a wealth advisor at Sequoia Financial Group, L.L.C. and has held roles at Martin Worley Group and Ridgehorn Consulting, LLC. Watson also provides consulting services to small businesses 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 client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and customized portfolios overseen by an Investment Policy Committee, utilizing a variety of investment vehicles and approaches supported by fundamental, technical, and cyclical analysis.

Joshua Black is an investment advisor with Kestra Advisory Services and holds Series 63 and Series 65 credentials. He has 19 years of industry experience and has held previous roles with LPL Financial, Woodbury Financial Services, and operates Black Crest Investments. Outside of advisory work, he is a co-owner of Innovative Tax and Financial Solutions LLC, where he helps evaluate real estate properties. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers comprehensive fiduciary services, plan design, and investment management supported by extensive due diligence and serves large institutional clients including sovereign wealth funds.

Connor Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to his current role, he worked at Fidelity Investments and Sterling Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad advisor-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Bret Andrus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend and Kent since 2000. Andrus is also active as an insurance agent with Cambridge Financial Group and 1847 Financial, focusing on multi-line and life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and non-discretionary client-directed investment oversight. The firm combines traditional investment approaches with financial and retirement plan consulting.

Oscar Borja is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase and various positions within the Empower Financial Services network. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administration platforms, delivering both point-in-time financial plans and optional managed account solutions.

Stockton Enger is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and in roles related to education and sports organizations. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary-standard advice, retirement plan management options, comprehensive financial planning, and specialized wealth management programs for high-net-worth clients.