Marie Seabury is a CFP®-designated financial advisor with 19 years of industry experience. She currently works at Osaic Advisory Services, LLC and has prior experience with firms including Arbor Point Advisors, Securities America Inc, Verus Capital Partners LLC, SagePoint Financial, and Keeler Thomas Inc. Outside of her advisory role, she owns Sweetknotbows, a business that creates handmade hair bows. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Melissa Thurber is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 66 licenses. She has 23 years of industry experience, including over a decade at Transamerica Financial Advisors and a concurrent role at Wfgia. As part of her role at Transamerica, she may perform home office functions for other business units. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

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.

Logan Reid Reynoso is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing seven years of industry experience. His background includes roles at Weightless Financial and various entrepreneurial ventures such as ReidReynoso Enterprises LLC and LSPN Pro, LLC. He is also involved in mortgage lending through Innovative Mortgage Alliance and participates in business networking with Business Network International. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through a large network of advisors and multiple program platforms. The firm utilizes model portfolios and third-party managers for portfolio management and offers integrated retirement plan solutions and affiliated product distributions.

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.

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.

Kevin Grenko is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 designations. He has 21 years of industry experience, including roles at Transamerica Financial Advisors since 2012, Grenko Financial LLC from 2009 to 2024, and Wfgia since 2004. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm uses a model portfolio approach implemented through various program platforms and third-party managers, with regulatory assets under management of approximately $1.7 billion.

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.

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.

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.