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.

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.

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.

Chelsea Adams is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and five years of industry experience. She has been with Stratos Wealth Partners since 2021 and has prior experience at LPL Financial, LLC. Outside of advising, she is an adjunct instructor at Weber State University and co-owner of Salt City Blues, L.L.C., a dance business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach and offering a range of advisory and portfolio management services through affiliated and independent representatives.

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.

Logan Haydel is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and three years of industry experience. His professional background includes roles at Prestige Wealthwide, Flow Point Partners, and the Colorado Athletic Club. He provides investment advice under the business name Rockwell Advisors through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary platforms and third-party strategies.

Levi Port is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with CWM, LLC and has worked at Crest Financial Partners, ARS Investment Advisors, and FirstPurpose Wealth. Levi also holds a licensed insurance agent role, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

John Brinkerhoff is a CFP® and ChFC® with 27 years of industry experience. He has been with Centaurus Financial, Inc. since 2015 and also serves at the University of Utah since 2010. Outside of his advisory role, he is the managing member of Brinkerhoff Financial Group, LLC, which conducts fixed insurance and Medicare supplement business, and he acts as principal agent for an independent property and casualty agency. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches.

Jeffrey Bunderson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several other business activities, including providing estate planning services through Net Law Group, Inc., and serving as a referee for high school and little league sports with the Utah High School Athletics Association. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach. The firm serves individual investors, employer-sponsored plans, trusts, and charitable organizations through a large advisor network and multiple program platforms.

Max Hanks is a CFP® and Series 66 registered financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. His prior work includes roles at RH Advisors, Eagle Strategies LLC, NYLIFE Securities LLC, and Winward Financial. Outside of finance, he has experience working with the Church of Jesus Christ of Latter-Day Saints and involvement in the restaurant and sales industries. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers a range of financial planning, asset management, and retirement consulting services to individuals, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Cody Thomas is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Sapphire Wealth Management and involvement with BYU. Outside of finance, he has worked with Climb Works Keana Farms and the Loveland Living Planet Aquarium. 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 blending passive and active managers, overseen by an internal Investment Committee.

Adam Olds is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has previously worked at Fidelity and Farmington Peak Estate Planning, among other roles. 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 tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Jackson Winget is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments and Mountain America Credit Union. 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 through a network of financial professionals. The firm uses a multi-provider model combining platform services from Envestnet with portfolios designed by internal and third-party managers, and integrates offerings with KeyCorp affiliates.

Michael Lyon is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with First Command in various capacities since 2012 and operates his advisory business through M Lyon LLC, where he serves as President and CEO. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Blake Manuel is an advisor with First Command Advisory Services holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at First Command Insurance Services, Inc., First Command Advisory Services, Inc., and First Command Brokerage Services, Inc. since 2023, alongside over two decades of service in the U.S. Air Force. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs using model portfolios constructed from mutual funds, ETFs, and managed accounts, with investment decisions centralized through its Investment Management Team and Wealth Portfolio Managers.