Travis Cornett is a financial advisor with Centaurus Financial, Inc. in Holladay, Utah, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2012. Cornett is also president of Out of Egress, Inc., a firm involved in financial planning and related activities. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, with both discretionary and non-discretionary management arrangements.

Kristin Anderson is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, E*TRADE Capital Management, and Fidelity Brokerage Services. 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 uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Marie Seabury is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. Her prior experience includes roles at Arbor Point Advisors, Securities America Inc, Verus Capital Partners LLC, SagePoint Financial, and Keeler Thomas Inc. Outside of her advisory work, she owns a business that makes handmade hair bows. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, and nonprofits. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to build and monitor client portfolios.

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.

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 with AE Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with AE Wealth Management since 2019 and previously worked at Gradient Advisors, LLC. Schoenrock is also involved with KTS Financial Group, where he engages in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio and direct asset management approach, utilizing fundamental, technical, and cyclical analysis methods across various investment strategies.

Jennifer Evans is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Transamerica Financial Advisors since 2024 and is also involved with Widdison Enterprises, Inc. and Jackman Financial. Outside of her advisory roles, she has long-term involvement with DoTerra and the AGA Northern Utah Chapter. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers, managing over $2 billion in assets under management.

Matthew Johnson is a CFP® and CFA® with 26 years of industry experience. He is currently an advisor at Corient in Salt Lake City, UT, having previously worked at LPL Financial, Zions Direct, and other firms. Outside of his advisory role, he holds a passive ownership interest in Subway sandwich franchises. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and specialized offerings, supported by continuous portfolio monitoring and risk management tools.

Jason Castillo is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the CFA® charter and Series 66 license. His prior work includes roles at Kovitz Investment Group Partners, Kovitz Securities, and Nuveen Securities. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients by offering wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized portfolio tools.

Stephen Campbell is a financial advisor with Eagle Strategies (New York Life) based in Sandy, Utah. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he serves as a timing official for the Utah High School Cycling League. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Barrett Ethington is a financial advisor with Eagle Strategies (NY Life) based in South Jordan, Utah. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Barrett has worked with NYLife Securities LLC and New York Life Insurance Company since 2013 and operates Ettington Financial Group. Outside of advisory work, he owns Elevated Design Homes LLC, a company focused on buying and remodeling real estate for sale or lease. 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 offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Crowley is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor Townsend & Kent since 2017. Outside of his advisory role, Crowley serves as a council member on the Utah Developmental Disabilities Council, where he participates in budget decisions and policy review for programs supporting individuals with developmental disabilities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Alma Frandsen is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Foundations, she worked at Heritage Wealth Management and AE Wealth Management, among other firms. She is also involved in life and annuity sales through Heritage Wealth Management. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and investment adviser representatives.

Christa Barardo is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at BNY Mellon and LPL Financial. Stratos Wealth Partners is an SEC-registered enterprise adviser 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, delivering services through affiliated and independent advisers using a customized, open-architecture investment approach.

Joshua Ericksen is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and two years of industry experience. His prior work includes positions at LPL Financial LLC, Pattern, and Lakeshore Partners LLC. Ericksen has also been involved with Utah Youth Soccer over a thirteen-year period. 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 a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering financial planning and portfolio management through an open-architecture platform that integrates multiple third-party managers and includes specialized services such as outsourced CIO solutions and niche planning.

Mark Fellows is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 designations and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Waddell & Reed. In addition to his advisory work, he is a commissioned notary in Sandy, Utah. Stratos Wealth Partners, Ltd. is an enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse range of individual, retirement plan, corporate, nonprofit, and institutional clients. The firm offers a variety of services including advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions, utilizing an open-architecture model that integrates multiple third-party platforms and managers.

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 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.