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 since 2021. Adams also serves as an adjunct instructor at Weber State University and is co-owner of Salt City Blues, L.L.C., a dance business. 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, model portfolios, and retirement consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, delivering services through a large network of investment adviser representatives.

Jeremy Hancock is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Goldman Sachs, Edward Jones, Merrill, Bank of America, Raymond James, Columbia Bank, and active duty service in the United States Army. He is also an associate with Columbia Wealth Advisors. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm employs a diversified, risk-class based investment approach blending passive and active managers, supported by an internal Investment Committee and multiple implementation tools.

Zachary Calder is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and Series 66 credentials and six years of industry experience. His prior roles include positions at Wells Fargo Advisors and Ensign Wealth Partners, where he is currently also associated. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a variety of portfolio management and financial planning services.

Peter Mallett is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His background includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, with his current tenure at NewEdge Advisors beginning in 2021. Outside of his advisory work, Mr. Mallett owns Mallett Design LLC, a company focused on developing tennis racquet grips. NewEdge Advisors is an enterprise-scale registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad array of services and operates multiple program structures leveraging centralized due diligence, technology tools, and a combination of in-house and third-party manager 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.

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.

Matthew Lorenzo is a financial advisor with Empower Advisory Group in Bountiful, UT, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management. Outside of finance, he is a 10% partner in LiquidShop, a company that develops manufacturing software for the Netsuite platform. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and savings rates through integrated services tied to Empower’s recordkeeping and administrative platforms.

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 at Empower Advisory Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience at Farmington Peak Estate Planning and Artec Industries. 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 clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns through proprietary and third-party methodologies.

Gabriel Maires is a financial advisor at CWM, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining CWM, he worked at Edelman Financial Engines, Morgan Stanley, and Cetera Advisor Networks. Outside of finance, his background includes roles in marketing and credit union services as well as teaching at Utah Valley University. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management with model portfolios, third-party sub-advisors, and tools like Orion Custom Indexing and iCapital access.

Rhett Sorensen is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, bringing four years of industry experience. He previously worked with RH Advisors, LLC and Rock House Financial. Outside of his advisory role, Sorensen teaches community education classes in Kaysville, UT. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Nicole Roberts is a CFP®-certified financial advisor with 14 years of industry experience. She currently works with Wealth Enhancement Advisory Services, LLC and has held prior roles at RH Advisors, LLC and United Planners Financial Services. Outside of her advisory work, she has been involved as a distributor with Young Living Essential Oils for over a decade. 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 that combines passive and active strategies, supported by quantitative, momentum, and fundamental analysis.

Chelsea Kirst is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and nine years of industry experience. Her prior work includes roles at Empower Financial Services, Ally Invest Securities, E*Trade Securities, and SecurityNational Mortgage Company. 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 integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Marvin Reynolds is a ChFC®-designated financial advisor with 15 years of industry experience. He is currently with Brookstone Capital Management LLC, where he has worked since 2020. Prior to that, he was with Horter Investment Management, LLC, and he is also the owner of R & P Wealth Advisors, where he sells life insurance and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, and sovereign wealth funds.

Craig Jewett is a CFP® with 24 years of experience in the financial industry. He is currently with TLG Advisors, Inc., where he has worked since 2019, and has prior experience at Sebus Financial Group, LLC and First Western Advisors. Jewett is also president and owner of Sebus Financial Group, an insurance business. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers a range of services including portfolio management, comprehensive financial planning, and ERISA fiduciary services, alongside a direct-to-consumer program called Starlight Portfolios.

Melody Wheelwright is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. She holds a Series 65 credential and previously worked for L3Harris Technologies, Inc for 21 years. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment approach that combines passive and active managers under the oversight of an internal Investment Committee.

Travis Hensley is a financial advisor at Focus Partners Wealth, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab & Co, Fidelity, and LPL Financial among other firms. He volunteers with CURESMA, aiding in raising awareness and fundraising for spinal muscular atrophy. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside private and registered pooled investment vehicles.

Antonio Montes De Oca is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at RH Advisors, Charles Schwab, and Utah State University. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Greg Jeppsen is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Fidelity since 2011 in various roles, including Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is a partner in Lille Dal Farm, where he contributes labor and provides guidance on farm income management. Greg is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

George Seybold is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Centerville, UT, and has four years of industry experience. His prior work includes roles at Northrop Grumman, BAE Systems, Hexcel, and Precision Castparts Corporation. He also operates Seybold Wealth Management, an advisory practice using a trade name. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a nationwide network of independent professionals. The firm offers a range of investment solutions across multiple platforms and maintains proprietary and third-party strategies, with formal processes addressing conflicts of interest and advisor support.