John Brough is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with B.O.S.S. Retirement Advisors and BOSS Retirement Solutions since 2017. Prior to that, he was associated with Lee Miles LLC and Lee Miles Insurance Agency from 2015 to 2017. B.O.S.S. Retirement Advisors offers investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and utilizes model portfolios and external managers to construct diversified allocations while providing oversight and client liaison services.

Richard Roethel is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at Foundations Investment Advisors since 2015 and has been associated with 5 Wealth Management since 2006. Outside of advising, he is an independent insurance agent specializing in life and health insurance and annuities. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm provides financial planning, portfolio management, and sub-advisory services through a network of affiliated offices, employing a blend of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Adam Woolston is a financial advisor at Vanderbilt Advisory Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Guardian Life Insurance Company, Park Avenue Securities, and Wells Fargo. Outside of his advisory work, he is also involved with Bowman's Market in a stocking role. Vanderbilt Advisory Services serves a diverse client base, including individuals, charities, trusts, estates, businesses, and retirement plans. The firm offers various management and consulting services, emphasizing strategic asset allocation and integrating retirement-plan and benefits firms to provide combined advisory and plan-administration solutions.

Paul Hickey is a financial advisor at Legacy Wealth Management, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Puravita Medical, LLC and has been involved with Six Summits, LLC for over ten years. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies and model portfolios, incorporating alternatives and a broad range of investment options through an extensive network of affiliated entities.

Craig Poulson is a financial advisor at Trek Financial in Bountiful, UT, with four years of industry experience. He holds a Series 65 designation and previously worked at Acquire Consult LLC, Acquire Consulting LLC, and Simply Right Inc. Outside of his advisory role, he is the owner of Disruptor LLC, which provides IAR-related services. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical investment approaches and provides access to a wide range of systematic strategies, alternative investments, and direct indexing options.

Michael Otterson is a financial advisor at Ascentis Independent Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Golden State Asset Management, Freedom Investment Management, and 3D/L Capital Management. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments through programs such as its Private Direct Investments platform.

Lee Steorts is a financial advisor at Lanark Financial, Inc. with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a variety of program-based accounts through several platforms and IA programs.

Craig Fredrickson is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2008, he has been with Berthel Fisher, and he is also president of several tax and accounting-related businesses, including a CPA firm and insurance services in Bountiful, Utah. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and strategies through approximately 100 investment adviser representatives.

Jordan Parkinson is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Prior to joining Facet, he worked at Fidelity Investments and held roles at several other firms including Earth Probe and Tetra Tech. Facet Wealth provides subscription-based financial planning and discretionary investment management, serving a wide range of individual clients through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and uses technology-driven processes to deliver tax-optimized portfolio implementation and regular account reviews.

Joel Robison is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Calton & Associates since 2019 and previously at Capital Financial Services, Inc. Additionally, he is active in life insurance sales through Strategic Life Insurance Planners. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment program structures and analytic approaches, combining fee-based and commissionable brokerage and insurance products.

Scott Smith is a CFP® and PFS™ credentialed advisor with 10 years of industry experience. He has worked at Composition Wealth, LLC since 2025, following roles at Alloy Accounting, LLC, Alloy Financial Services, LLC, and Smith, Kunz & Associates, PLLC. He also served four years with The Church of Jesus Christ of Latter-day Saints. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a broad range of clients including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets through a multi-advisor structure.

Zachary Nelson is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2024. Prior to this, he worked at RH Advisors, LLC and Rock House Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Craig Adams is a CFP® professional with 42 years of industry experience. He has been with Stratos Wealth Partners, Ltd. and LPL Financial since 2012 and previously worked at Morgan Stanley and Citigroup Global Markets. Adams holds securities licenses including the Series 63 and Series 65. He is also licensed to sell fixed insurance products such as fixed annuities and various types of life and health insurance. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, and retirement consulting through a large network of investment advisor representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Robert Aamodt is a CFP® professional with 27 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, and has prior experience with firms including RH Advisors, Rock House Financial, and United Planners Financial Services. He also serves as an adjunct instructor at the University of Utah. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment process combines strategic asset allocation with passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Jessica Brooks is a financial advisor with Stratos Wealth Partners, Ltd in Ogden, UT, holding a Series 66 license and seven years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2018, and previously spent 18 years at Walmart. 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, 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 across multiple platforms and custodians.

Alan Hodgson is a CFP® professional with 37 years of industry experience, currently affiliated with CWM, LLC since 2024. His prior roles include positions at United Planners' Financial Services of America, ARS Investment Advisors, Allegis Investment Advisors, Allegis Investment Services, and Advanced Retirement Strategies. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm utilizes model portfolios managed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions with fiduciary oversight.

Michael Gibbs is a financial advisor at CWM, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including United Planners' Financial Services of America and Allegis Wealth Advisors. In addition to his advisory role, he operates an independent insurance business and holds a longstanding vice president position at Corporate Benefits Inc. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, foundations, and institutions. The firm manages portfolios on a discretionary basis using model strategies developed by an internal Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

Stephen Calder is a CFP® with 22 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He previously worked at Wells Fargo Advisors Financial Network LLC for 14 years and is involved in other business activities including ownership of The Calder Financial Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Timothy Pearson is a financial advisor with SPC in Ogden, Utah, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at SPC since 2002 and has been with Parkland Securities, LLC since 2014. Outside of his advisory role, he owns Wasatch Financial & Insurance Group, Inc., which involves the sale of life, long-term care, group health insurance, and fixed index annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers, delivering strategies that include discretionary and nondiscretionary management options.

Brian Weese is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including roles at IHT Wealth Management and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services, including portfolio management, financial planning, and retirement consulting, utilizing a variety of program structures and technology tools to support client and advisor needs.