Quinn Campbell is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at J. W. Cole Advisors, Inc. since 2019 and previously at Cambridge Investment Research Advisors. He also owns CQ Financial, a separate investment-related business. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm employs a mix of fundamental and technical analysis along with discretionary and non-discretionary account management.

Timothy Jaggi is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 21 years of experience in the industry, with a career spanning roles at NYLIFE Securities Inc. and New York Life insurance since 2004. In addition to his advisory work, he is involved in insurance brokering and holds a shareholder role at NYLARC Holding Company, Inc., which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers a range of advisory services such as financial planning, retirement plan consulting, and investment management, with an emphasis on tailored solutions and primarily non-discretionary asset management.

Colin Steinberg is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Kingswood Capital Partners, Schechter Investment Advisers, Bank of America, and Merrill. Outside of his advisory role, he is a partner at Institutional Architects, where he advises on and sells insurance products. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple investment programs, utilizing a range of allocation strategies and third-party managers across various platforms.

Michelle Whitlock is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and three years of industry experience. In addition to her advisory role, she teaches private voice lessons and is involved with the Wasatch Music Coaching Academy and Dean Voice Studio, where she offers vocal instruction and occasional performances. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary investment options.

Jack Griffin Jr. is a wealth advisor at Sequoia Financial Group, L.L.C. with 28 years of industry experience. He holds a Series 66 designation and previously worked with the Martin Worley Group for nine years. Griffin also operates Griffin Tax & Investment Services LLC, providing tax preparation and consulting. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm utilizes model and custom portfolio management approaches supported by an Investment Policy Committee and employs a range of investment vehicles and third-party managers.

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.

Tyrell Marchant is a financial advisor at Corient with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Zions Direct. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, utilizing risk management tools and may incorporate alternative investments and private fund allocations.

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® professional with 24 years of industry experience. He is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Wells Fargo and its affiliates for over two decades. Outside of advisory services, he is associated with ZiWiFi Enterprises LLC, a business entity unrelated to investment management. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser that serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with an open-architecture approach, integrating multiple third-party platforms and managers to provide customized portfolio management and a range of financial planning services.

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.

Trenton Stoddard is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. His work history includes roles at Key Bank and World Wide Golf Shops. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and offers multiple wrap programs with custodial and trade execution services in partnership with Pershing.

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 in South Jordan, UT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His career includes roles at multiple firms, including Jackman Financial Inc., Managed Wealth Financial, and Stonehill National. Outside of investment advisory, he is involved in health insurance sales through Stonehill National. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Larry Macfarlane is a financial advisor at CWM, LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Carson Wealth, Cetera Wealth Services, and Fidelity Investments. Outside of his advisory role, he is also licensed as an insurance agent, selling fixed insurance 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 more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Elliot Lewis is a financial advisor at VALIC Financial Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked at VALIC Financial Advisors since 2006. Outside of his advisory role, he participates as an independent consultant for BIOGEN, speaking about his family’s experience with Spinal Muscular Atrophy at the CureSMA National Conference, and he also sells collectibles on eBay. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting optional tax and ESG overlay services.

Chad Horne is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 15 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2022, and previously spent six years at Wells Fargo Clearing and five years at Wells Fargo Advisors, LLC. Outside of financial advising, he owns Big Horne Back Country Guiding, an outdoor recreation guiding business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm serving a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions. The firm employs an independent advisor model with an open-architecture investment platform that integrates multiple third-party managers and provides discretionary and non-discretionary portfolio management tailored to client goals.

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.

G Eads is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Their prior work includes positions at Transamerica Life Insurance Company, Equitable, and AXA Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary software and model portfolios developed with Morningstar Investment Management to provide tailored asset allocation and retirement guidance, serving approximately 212,700 clients.