Royal Kennard is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. His work history includes roles at WealthWave, Regence Blue Cross Blue Shield, and Wfgia. Outside of advising, he owns Royal's Promotional Marketing, a non-investment related business based in Farmington, Utah. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, employing proprietary and third-party investment models with both discretionary and non-discretionary program options.

Andrew Weese is a financial advisor at NewEdge Advisors with a Series 65 credential and two years of industry experience. Prior to joining NewEdge Advisors in 2023, he worked in finance management at Hunter Douglas, where he was responsible for reporting and analytics for North America. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Kimberly Robinson is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Herdt Brinkerhoff and Navigate Private Wealth. Kimberly is also involved with SolelyCustom LLC, an entrepreneurial venture she has been part of since 2023. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm offers various financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements and a mix of fundamental and technical analysis.

Andrew Galeazzi is a financial advisor with Empower Advisory Group in Ogden, Utah. He holds Series 63 and Series 66 designations and has 19 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm employs an integrated service model focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Steven Garside is a financial advisor with Transamerica Financial Advisors in Layton, Utah, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles with The Church of Jesus Christ of Latter-Day Saints, O. C. Tanner, and WealthWave, alongside his ongoing service as a police officer with Weber State University. In addition to his advisory work, he manages marketing automation software projects at the church. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

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.

La Dawn Coburn is a financial advisor at Key Investment Services LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Key Investment Services since 2017. Her prior experience includes roles at Cambridge Investment Research Inc. and Capital Concepts Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection combined with ongoing monitoring and access to third-party discretionary managers.

Brian Weese is a financial advisor with NewEdge Advisors in Farmington, UT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at IHT Wealth Management and Wells Fargo Advisors. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. Portfolios are managed using a mix of mutual funds, ETFs, and individual securities with regular reviews and rebalancing.

Zane Brandt is a financial advisor at Empower Advisory Group with Series 63 and 66 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley, E*Trade Securities LLC, Tesla Inc., and Zaniac Learning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, with services linked closely to Empower’s recordkeeping and administrative platforms.

Marcus Nield is a financial advisor with D.A. Davidson & Co. holding Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with D.A. Davidson & Co. across multiple periods since 2015, with additional experience at Moreton Asset Management and Brean Capital. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jeffrey Ong is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and beginning his industry career in 2026. His prior experience includes roles at BYU-Idaho, Arrow Wealth Advisors, and The Church of Jesus Christ of Latter-Day Saints. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with oversight by an internal Investment Committee.

Samuel Paget is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group and Albertson's. Outside of his advisory role, he serves as a substitute bus driver for Davis County School District and assists with cemetery and park maintenance for Kaysville City. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm operates through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement investment strategies.

Deanne Argyle is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. She has held roles at NetLaw, Juice Plus, Infinitus Capital Management, and Business Network International. Argyle serves as president of her local Business Network International chapter, where she leads meetings focused on financial education. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, trusts, and employer-sponsored plans. The firm delivers services through a large advisor network using model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Kevin Larsen is a financial advisor with Transamerica Financial Advisors in Clearfield, UT, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Transamerica Financial Advisors for 14 years and has held roles at several mortgage and lending firms, including Guild Mortgage Company, Ultimate Home Lending LLC, and Alliance Lending Services. Outside of advisory work, Larsen is involved in mortgage lending as a licensed loan officer and provides estate planning education through an affiliated service. Transamerica Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Lucas Allen is a CFP® with 18 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. His prior experience includes roles at Fidelity Brokerage Services, LLC, Capita Financial Network, LLC, Landmark Wealth Advisors, LLC, and Prestige Wealthwide, LLC. He is a managing member and owner of JLA Financial, LLC, which he operates independently from Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports held-away account management through various third-party platforms and custodians.

David Isaacs is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2010. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Chelsea Adams is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds a Series 66 designation and has worked at Stratos Wealth Partners and LPL Financial, LLC since 2021. Outside of her advisory role, Adams serves as an adjunct instructor at Weber State University and is a co-owner of Salt City Blues, L.L.C., a dance business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of advisor-managed and model portfolios, financial planning services, and retirement plan consulting, employing an open-architecture approach that includes external platforms and third-party manager programs.

Christopher Bumanlag is a financial advisor with Empower Advisory Group in Clearfield, UT, holding Series 63 and Series 65 designations and seven years of industry experience. His previous roles include positions at Empower Retirement – GWFS Equities, Inc., First Republic Securities Corp/Bank, LPL Financial, and CUSO Financial Services, LP. 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 certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Peter Mallett is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and IHT Wealth Management. Outside of his advisory work, he owns Mallett Design LLC, where he develops tennis racquet grips. NewEdge Advisors serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Logan Haydel is a Series 65-licensed financial advisor with Private Advisor Group, LLC and has three years of industry experience. His prior roles include positions at Prestige Wealthwide and Flow Point Partners. Haydel provides investment advice under the business name Rockwell Advisors through Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, employing a variety of analytical approaches and customized client solutions.