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.

Daniel Whittenburg is a CFP® professional with 35 years of experience in the financial services industry. He currently serves as an advisor at Stratos Wealth Partners, Ltd and LPL Financial, having previously worked at Lincoln Financial Advisors Corporation for 21 years. Whittenburg is based in Salt Lake City, UT. 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 customized portfolio management through an open-architecture approach that incorporates multiple third-party platforms and managers.

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.

Connor Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he has worked at Sterling Financial Group and Fidelity Investments, among other positions. He is also involved in fixed insurance sales as a side business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing 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 & Kent since 2000. Outside of his advisory role, Andrus is active as an insurance agent operating under the local business name 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing a significant portfolio of discretionary and non-discretionary assets.

Oscar Borja is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and four years of industry experience. He previously worked at JPMorgan Chase and America First Credit Union before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its financial planning, serving a large participant base with a higher client-to-advisor ratio.

Stockton Enger is a financial advisor with D.A. Davidson & Co. He holds Series 63 and Series 65 credentials and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Fidelity Investments and held roles in education and with the Utah Jazz. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of advisory services under fiduciary standards, utilizing qualitative and quantitative analysis, and includes programs such as ERISA retirement plan advisory and a Private Wealth program for clients with significant assets.

Paul Merck is a financial advisor with Empower Advisory Group in Salt Lake City, UT, holding Series 63 and Series 66 registrations and possessing 17 years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, Solium Financial Services, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing, operating within Empower’s broader administrative and recordkeeping platforms.

Damon Rice is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and E*TRADE Capital Management LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated approach tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.