Zachary Bitner is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network. His prior work includes over a decade at Alta Capital Management. Outside of his advisory role, he is co-owner of Roni Ranch, LLC, an entity involved in managing commercial real estate in Utah. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and support services that include investment management, technology, and compliance, enabling advisors to offer tailored portfolio solutions under the firm’s supervision.

Justin Bitner is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including 24 years with Commonwealth. Bitner is president and owner of JGB Financial Services, Inc., and part owner of Sterling Financial Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering access to a broad range of securities and insurance products.

Virgil Wimberly is a financial advisor at Mariner with 19 years of industry experience and holds a Series 66 designation. He has worked at Mariner Wealth Advisors since 2022 and previously spent multiple years at Financial Engines Advisors L.L.C. and Beaumont Financial Partners, LLC. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and family office services, utilizing both in-house research and third-party managers across various asset classes and strategies.

Cody Barrus is a CFP® and Series 65-licensed advisor at EP Wealth Advisors with one year of industry experience. He previously worked at Aquire Wealth Advisors, LLC d/b/a Dentist Advisors, among other firms, and spent six years at Brigham Young University. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a blend of fundamental, technical, and cyclical analysis.

Kaitlin Cochran is a Series 66-credentialed financial advisor with Commonwealth Financial Network, based in Salt Lake City, UT. She has one year of industry experience and has been with Commonwealth Financial Network and Sterling Financial Group in overlapping roles since 2015. 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 individual and institutional clients. The firm offers a range of managed-account programs and access to third-party asset managers, supporting clients with a comprehensive platform that includes discretionary and nondiscretionary portfolio options and custody services.

Paul Mathewson is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he owns a window cleaning business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and specialized program options.

John Broderick is a financial advisor at Rockefeller Financial LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel for 10 years before joining Rockefeller in 2025. Outside of his advisory role, he serves as Vice President on the board of the HR Mutual Water Company, which manages the maintenance of local water infrastructure. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Perry Laulu is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at JPMorgan Chase Bank and Bank of America. Outside of finance, he is involved in several entrepreneurial ventures including an event planning business and an RV trailer rental service. Key Investment Services LLC provides advisory and brokerage services to individuals, high-net-worth clients, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment profiles and offers access to a variety of wrap-fee programs, model portfolios, and third-party discretionary managers.

Mathew Meservy is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Isaac Rasmussen is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Stratos Wealth Partners, he worked at LPL Financial LLC and held various roles including positions at Utah Valley University and Alpine School District. He also managed Alpine Peaks Window Washing, indicating experience in entrepreneurial activities. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and a variety of financial planning and retirement consulting services through an open-architecture investment approach.

Sean Hoffecker is a CFP®-designated financial advisor with 14 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Sterling Financial Group, and has previously worked at Ameriprise Financial Services, Avantra Family Wealth, Bank of America, and Merrill. Hoffecker also engages in fixed insurance sales as a minor business activity. 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 offers a broad platform that includes managed-account programs, third-party asset manager access, and custody services.

Fred Scheffner is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is president of Fred Scheffner, Inc., an entity created to process operating expenses related to his securities practice. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jared Horner is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and bringing 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he serves as president of a family office consulting business through JSH Consulting, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides discretionary model portfolios managed by its Investment Management and Research team.

John Raybould is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is president and owner of JR Consulting, Inc., a privately held company operating a securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Eric Williams is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding a Series 66 designation and 23 years of industry experience. He has been associated with Sterling Financial Group since 2002, where he is also a co-owner. Outside of his advisory role, he owns EDW Management, LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm acts as a back-office and platform provider, offering support in operations, trading, technology, investment management, compliance, and practice management.

Hans Maentz is a financial advisor at Rockefeller Capital Management with 23 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial Services since 2021. Prior to that, he spent over a decade at Morgan Stanley in various roles. Maentz serves on the Board of Trustees for The Hill School, an educational institution, a role he has held since 2001. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering comprehensive wealth management services to high-net-worth individuals and families.

Robert Merrill is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Cetera Wealth Services, LPL Financial, and Financial Network Asset Management. Merrill operates his own business entity, Robert Merrill, LLC, for tax and investment purposes. 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 its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Shauni Young is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Young is based in Holladay, UT, and has been with Stratos Wealth Partners and LPL Financial since 2022. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Jeffrey Smith is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, where he has worked since 2021. Prior to that, he spent 10 years at Bank of America and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Tyler Jones is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at North Capital, Matix Labs LLC, Black Diamond Equipment, and Liberty Mountain Sports. Jones also spends a small portion of his time conducting fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, allowing advisors to tailor portfolios using both internal models and external platforms.