Kris Stevenson is a financial advisor with Transamerica Financial Advisors in Layton, UT, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held multiple roles in estate planning and mortgage referral services through affiliated entities such as LSPN Pro LLC and KL Marketing LLC. Stevenson is also president of Dream Builders Financial Group, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

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 designation and three years of industry experience. Prior to joining NewEdge Advisors in 2023, he worked in finance management and reporting for Hunter Douglas from 2018 to 2023. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services, utilizing a combination of in-house manager selection and third-party model portfolios supported by technology tools and ongoing manager due diligence.

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.

Edward Kinsey is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Foundations since 2015. Outside of his advisory role, Kinsey is an independent insurance agent specializing in life insurance and fixed annuities. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.

La Dawn Coburn is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Key Investment Services LLC since 2017 and previously held roles at Cambridge Investment Research Inc and Capital Concepts Financial. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model with discretionary and non-discretionary options, offering custody and trade execution services through Pershing and affiliated insurance products.

Brian Weese is a financial advisor with Newedge Advisors in Farmington, UT, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes roles at Citigroup Global Markets, UBS Financial Services, Wells Fargo Advisors LLC, Wells Fargo Clearing, and IHT Wealth Management. Newedge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients, including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides comprehensive portfolio management, financial planning, and access to various advisory programs, utilizing centralized due diligence and technology tools to support advisor and client needs.

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 at D.A. Davidson & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily at D.A. Davidson & Co. since 2015, with a brief tenure at Moreton Asset Management and Brean Capital, LLC. 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 offers a range of services from retirement plan advisory to comprehensive financial planning and serves under the Advisers Act fiduciary standard and ERISA fiduciary duties.

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, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has worked in mortgage lending roles at multiple firms, including Ultimate Home Lending LLC and Guild Mortgage Company. Larsen is also involved in estate planning services through Inherit Guard and operates a mortgage lead generation business. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios with discretionary and non-discretionary options and supports clients with affiliated retirement and recordkeeping entities.

Richard Roethel is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and 11 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 his advisory role, he is also an independent insurance agent specializing in life and health insurance and annuities. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and works through a large network of affiliated offices and representatives.

Lucas Allen is a CFP® with 18 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC, joining in 2024 after previous roles at Prestige Wealthwide, Landmark Wealth Advisors, Capita Financial Network, and Fidelity Brokerage Services. Mr. Allen is the managing member and owner of JLA Financial, LLC, a separate business entity he uses for personal and business tax purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies, utilizing technology platforms and a range of portfolio management approaches.

Vaclav Vlcek is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 13 years of industry experience. He has worked with various entities within the Steward Partners family since 2016 and previously served at Raymond James Financial Services, Inc. until 2022. Vlcek is also the owner of Washington Wealth Group, a non-investment-related support business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

David Isaacs is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones from 2007 to 2010. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary implementation by Envestnet and offers multiple wrap programs alongside custodial, trade execution, and ancillary insurance services.