Joseph Pond is a CFP® professional with 12 years of industry experience, currently serving at CWM, LLC since 2024. His prior roles include positions at Crest Wealth Partners and United Planners Financial Services. He is also president of JP Summit, Inc., a fixed insurance sales business that provides life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using model portfolios and a combination of fundamental and technical analysis along with third-party strategies.

Matthew Fisher is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Fisher serves as a Chemical, Biological, Radiological, and Nuclear Warrant Officer in the United States Army Reserve and also teaches yoga at multiple studios in the Salt Lake City area. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, delivering investment management through a centralized team and Wealth Portfolio Managers who select model portfolios and third-party managers from prescreened lists.

Benjamin Nolen is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes roles at Fidelity Investments and Fidelity Brokerage Services LLC before joining Transamerica in 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale, serving over 200,000 clients with a focus on non-discretionary asset management.

Paul Crookston is a financial advisor with Eagle Strategies (NY Life) based in Kaysville, Utah. He holds Series 63 and Series 65 licenses and has over 21 years of industry experience. His career includes long-term roles at New York Life Insurance Company and Nylife Securities Inc. In addition to his advisory work, he assists family members with a seasonal commercial fishing operation in Alaska. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored advice, with the majority of assets managed on a non-discretionary basis within the integrated New York Life structure.

Pilar Soledad Zosa is a financial advisor with Eagle Strategies (NY Life) in Kaysville, Utah, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Fidelity Investments, NYLIFE Securities LLC, and New York Life Insurance Company. From 2017 to 2022, she was involved with Chloe Jewelry and Accessories Inc. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Daniel Trujillo is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 16 years of industry experience. His career includes roles at multiple firms and businesses, as well as service as an aircraft engine mechanic at Hill Air Force Base. Outside of advisory work, he assists clients with administrative claims services under power of attorney and is involved in marketing activities for affiliated companies. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement their advisory strategies. The firm serves individual investors, employer-sponsored plans, trusts, estates, and organizations through various program platforms and an extensive advisor network.

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.

Faye Wilson Holmes is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and approximately one year of experience. Her prior work includes roles at BambooHR and Edward Jones, as well as multiple positions with E*TRADE Securities and E*TRADE Capital Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Scott Teuscher is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Key Investment Services and affiliated entities since 2018, including a brief tenure at JPMorgan Chase Bank and J.P. Morgan Securities in 2024. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various fee-based advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, while leveraging its affiliations within the KeyCorp group to provide integrated financial services.

Darren Peterson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His career includes roles in both financial services and construction, with ongoing involvement in businesses such as Comfort Construction and Comfort Solutions, where he works in fleet management and duct design. He is also the owner of Total Powerhouse LLC, a photography and business management venture. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through various proprietary and third-party investment programs.

Mark Curtis is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates through both standalone planning and managed account solutions.

Joseph Heines is a financial advisor at Empower Advisory Group with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley, Fidelity Investments, and Uber. In addition to his advisory work, he is engaged as a contractor with Uber in the automotive and transportation sector. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

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.

Victor Caron is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank and Caron Wealth Management. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Amy Moss is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. Her background includes roles at Deloitte and Bank of America, N.A. She is involved with the Song Summit Foundation, managing activities at their annual event focused on music and wellness, and serves on the Women in Business Executive Committee of the Weber Ogden Chamber of Commerce. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm’s approach includes strategic asset allocation and tax-aware options, supported by internal and third-party investment managers.

Eric Johnson is a financial advisor at Cetera with 12 years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliated entities since 2014. Outside of his advisory work, he serves as 1st Counselor at his local Church of Jesus Christ of Latter-day Saints, assisting in managing congregational affairs. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and a multi-manager platform.

Stanford Smith is a financial advisor at UBS Financial Services with 38 years of industry experience. He has worked at UBS since 1994 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he serves as a high school football referee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Meghan Yocom is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she collaborates closely with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to meet both short-term and long-term financial goals. Prior to her current position, Meghan gained extensive experience within Fidelity Investments, serving as a Portfolio Advisory Services Relationship Manager from 2016 to 2018, a Portfolio Advisory Services Client Service Associate from 2014 to 2016, and a Client Service Representative from 2011 to 2014. This progression reflects her comprehensive understanding of wealth management and client service within the financial industry.

Troy Evans is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assist clients in planning for their long-term financial well-being. Prior to his current position, Troy served as a Regional Planning Consultant from 2022 to 2025 and as an Investment Solutions Consultant from 2012 to 2022, all within Fidelity Investments. He holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and investment solutions. Outside of his professional responsibilities, Troy enjoys attending concerts, participating in family activities, engaging in social events with friends, hiking, and traveling.

Stephanie Johnston is a financial advisor at Edward Jones with a Series 66 designation and over 13 years of experience at the firm. Prior to her financial advisory career, she spent 25 years at Shepherd Orthodontics. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.