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. Her prior roles include positions at Jackman Financial and Widdison Enterprises, Inc. Outside of her advisory work, she has been involved with the AGA Northern Utah Chapter for seven years and has entrepreneurial experience through Footzoning and DoTerra. Transamerica Financial Advisors serves a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

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, 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.

Joshua Ericksen is a financial advisor at Stratos Wealth Partners, Ltd with two years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC and Pattern. Ericksen has also been involved with Utah Youth Soccer for over a decade. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who utilize both proprietary and third-party strategies.

Mark Fellows is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and 24 years of industry experience. His career includes roles at Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Waddell & Reed. He is also commissioned as a notary in Sandy, Utah. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and provides a broad range of services including OCIO and institutional 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 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.

Jonathan Upham is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sageview Private Client Group and Cetera Wealth Services. Outside of his advisory roles, he is a partner at Powder Capital, LLC, a real estate business focused on buying and selling residential and commercial properties. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

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 in Holladay, UT. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at LPL Financial, Cetera, and State Farm. Merrill is also the owner of Artistry in Motion LLC, a business unrelated to investment advisory. Stratos Wealth Partners serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of financial services through a large network of investment adviser representatives, combining individualized asset allocation and active monitoring with access to proprietary and third-party investment strategies.

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.

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.

Jack Feldman Jr. is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Peterson and Associates and Managed Wealth Financial. In addition to his advisory work, he operated small businesses in photography and woodworking. Transamerica Financial Advisors serves a diverse client base with both advisory and broker-dealer services, offering proprietary and third-party investment models with discretionary and non-discretionary management options.

Bradley Stout is a financial advisor with Empower Advisory Group in Saratoga Springs, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Fidelity Brokerage Services, Morgan Stanley, and Empower Financial Services. Outside of financial services, he is involved with Logo Apparel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

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.