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.

Michael Lowder is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, Harrisdirect LLC, E*TRADE Capital Management, Wells Fargo Clearing Services, J.P. Morgan, and Fidelity. He is based in Salt Lake City, UT. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, using a combination of model and customized portfolios managed under client-approved investment policies.

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.

Matthew Johnson is a financial advisor at Corient with 26 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including LPL Financial and Zions Bancorporation. Outside of finance, he is a passive owner of Subway franchise businesses in Southeast Idaho. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house management with third-party solutions and offers specialized services through affiliates such as family office and corporate trustee services.

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.

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.

Daniel Whittenburg is a CFP® with 34 years of industry experience, currently serving as an advisor at LPL Financial and Stratos Wealth Partners. He previously worked for Lincoln Financial Advisors Corporation for 21 years. Whittenburg is also involved with Whittenburg Capital, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

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.