Devin Choules is a financial advisor at Triad Wealth Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Visionary Wealth Management and Fusion Capital Management. Outside of his advisory role, he owns The Slice, a business involved in payroll and tax services. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm offers model-driven investment management, operational support, and financial planning, focusing on serving other RIAs through a dedicated TAMP platform.

Corey Conway is a Series 66-credentialed financial advisor with three years of industry experience. He has worked at Empower Advisory Group, Empower Financial, JPMorgan Chase Bank, J.P. Morgan Securities, 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 Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

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.

Sheldon Walker is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and nine years of industry experience. His background includes roles at Northrop Grumman as a systems engineer and service in the United States Air Force. Outside of financial advising, he develops software for warehousing and material handling through his independent contracting work. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms, including Transamerica ONE and TFA365, with regulatory assets under management reported at approximately $1.7 billion.

John Allan Taylor Brinkerhoff is a financial advisor at Centaurus Financial, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he has worked at Gravitate Wealth and held positions in various sectors including nonprofit and technology. Outside of his advisory work, he is involved as an insurance agent focusing on property and casualty and Medicare insurance, and serves as a notary public for the State of Utah. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management solutions utilizing both discretionary and non-discretionary approaches, supported by fundamental and technical analysis.

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.

Myron Bouwhuis is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2013. He is also the owner of MY & RA Holdings Inc, which provides tax planning and preparation services. Outside of his advisory work, Bouwhuis holds a leadership role as a bishop in his local church, where he assists in managing charitable contributions. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs a variety of investment strategies, including discretionary and non-discretionary portfolio management, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

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.

Joseph Hill is a financial advisor with Planmember Securities Corporation in Kaysville, Utah, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes roles at Planmember Securities since 2014 and involvement with multiple related businesses focused on financial education, retirement planning, and insurance services. Outside of advising, he is also engaged in land development through a family LLC. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while offering education and support services to plan sponsors and participants.

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.

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.

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.

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.

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.

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.

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.

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.

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.