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.

Connor Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to his current role, he worked at Fidelity Investments and Sterling Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad advisor-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody 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 and Kent since 2000. Andrus is also active as an insurance agent with Cambridge Financial Group and 1847 Financial, focusing on multi-line and life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and non-discretionary client-directed investment oversight. The firm combines traditional investment approaches with financial and retirement plan consulting.

Oscar Borja is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase and various positions within the Empower Financial Services network. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administration platforms, delivering both point-in-time financial plans and optional managed account solutions.

Bryan Ball is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Valic Financial Advisors since 2010 and is also an agent with Agia, where he is involved in non-securities insurance products. 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-developed UMA models for portfolio construction.

Stockton Enger is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and in roles related to education and sports organizations. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary-standard advice, retirement plan management options, comprehensive financial planning, and specialized wealth management programs for high-net-worth clients.

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.

Jaclyn Lui is a financial advisor at D.A. Davidson & Co. in Salt Lake City, UT, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has worked at D.A. Davidson since 2018 and previously at Alpine Securities Corporation from 2014 to 2018. Outside of her advisory role, she is a licensed notary and is involved in publishing videos on YouTube, as well as selling merchandise online through eBay and another e-commerce venture. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and serves clients under fiduciary standards, with a notable presence in municipal advisory and underwriting activities.

Mark Hansen is a financial advisor at D.A. Davidson & Co. in Salt Lake City, UT, with 29 years of industry experience. He has been with D.A. Davidson since 2007 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Hansen is involved in managing investment partnerships, including serving as general partner of KEN & KAYE HANSEN GRANDCHILDREN LTD and overseeing the investment portfolio for HANSEN FAMILY HOLDINGS. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Jack Feldman Jr. is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Peterson and Associates since 2022 and has been affiliated with Transamerica Financial Advisors since 2012. Outside of his advisory work, he operated two small businesses, Into the Wild Photography and Jack's Woodworking, from 2022 to 2024. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers to implement investment strategies.

Benjamin Hewlett is a CFP®-credentialed financial advisor with seven years of industry experience. He is affiliated with CWM, LLC and has previously worked with firms including Carson Wealth and Cetera Advisor Networks. Outside of advising, he is also an insurance agent selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary management approach using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement plan services alongside portfolio management and financial planning.

Jill Pettijohn is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including E*TRADE Capital Management and Transamerica Financial Advisors. Outside of her advisory roles, she has experience with technology companies such as Lyft and Uber. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers both direct individual plans and corporate financial planning solutions.

Hidi Schuyler is the Vice President and Branch Leader at Fidelity Investments, where she currently leads a team of financial associates focused on developing customized wealth strategies and fostering long-term client relationships. Since joining Fidelity Investments in 2005, she has held various roles including Regional Planning Consultant, Managed Solutions Consultant, Portfolio Specialist, Assigned Relationship Manager, Self Directed Brokerage Associate, and Fidelity Service Associate. Her career in financial services spans over a decade and a half, with prior experience as an Associate and Trainer at Discovercard from 1996 to 2005. Hidi holds a California Insurance License, supporting her work in financial planning and client service. Outside of her professional responsibilities, Hidi has interests in art, cooking and baking, fitness, social events with friends, hiking, and music.

Joshua Beard is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with three years of industry experience. Prior to joining Fidelity, he worked at Nike, Inc. for four years and Footlocker for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its formal advisory roles to multiple registered investment companies and use of advanced technologies such as AI in its investment process.

David Wright is a financial advisor with Ameriprise Financial Services in Draper, Utah, holding Series 63 and Series 65 credentials and seven years of industry experience. His background includes roles at Ameriprise Financial and The Vanguard Group, as well as employment with BlenderBottle and Brigham Young University. Outside of financial advising, he owns a tart cherry juice company called CherriON. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools, with implementation conducted on a non-discretionary basis by clients or their advisors.

Brandon Nelson is a CFP® and ChFC® credentialed financial advisor with 27 years of industry experience. He has worked at OSAIC since 2025 and previously spent 24 years at Lincoln Financial Advisors. Outside his advisory role, he serves as a finance assistant clerk for his local church, managing financial records and budgets. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, leveraging asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a range of investment products.

Haley Cate is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2023, following roles at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios for intermediary platforms.