John Brough is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with B.O.S.S. Retirement Advisors and BOSS Retirement Solutions since 2017. Prior to that, he was associated with Lee Miles LLC and Lee Miles Insurance Agency from 2015 to 2017. B.O.S.S. Retirement Advisors offers investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and utilizes model portfolios and external managers to construct diversified allocations while providing oversight and client liaison services.

David Andersen is a financial advisor at Trek Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Purshe Kaplan Sterling Investments and World Equity Group. Outside of his advisory role, Andersen owns and operates a pecan farm and serves as a board member of the Lake Proctor Water Authority. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial-intelligence tools, multiple systematic strategies, and alternative investment platforms.

Richard Roethel is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and bringing 10 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 advising, he is an independent insurance agent specializing in life and health insurance and annuities. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm provides financial planning, portfolio management, and sub-advisory services through a network of affiliated offices, employing a blend of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Adam Woolston is a financial advisor at Vanderbilt Advisory Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Guardian Life Insurance Company, Park Avenue Securities, and Wells Fargo. Outside of his advisory work, he is also involved with Bowman's Market in a stocking role. Vanderbilt Advisory Services serves a diverse client base, including individuals, charities, trusts, estates, businesses, and retirement plans. The firm offers various management and consulting services, emphasizing strategic asset allocation and integrating retirement-plan and benefits firms to provide combined advisory and plan-administration solutions.

Paul Hickey is a financial advisor at Legacy Wealth Management, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Puravita Medical, LLC and has been involved with Six Summits, LLC for over ten years. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies and model portfolios, incorporating alternatives and a broad range of investment options through an extensive network of affiliated entities.

Craig Poulson is a financial advisor at Trek Financial with five years of industry experience. He holds a Series 65 designation and has worked at Trek Financial since 2022. Prior to that, he worked with Acquire Consult LLC, Acquire Consulting LLC, and Simply Right Inc. Outside of his advisory role, he is the owner of DISRUPTOR LLC, a non-investment-related business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm combines strategic and tactical portfolio approaches, utilizing evidence-based models, artificial intelligence tools, and a broad array of systematic strategies and alternative investments.

Michael Otterson is a financial advisor at Ascentis Independent Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Golden State Asset Management, Freedom Investment Management, and 3D/L Capital Management. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments through programs such as its Private Direct Investments platform.

Scott Nelson is a financial advisor at AlphaStar Capital Management with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with AlphaStar since 2013. Nelson is also the owner and president of Mountain Star Financial, where he focuses on the sale of insurance products and related services. Additionally, he serves as a speaker and teacher for the Society For Financial Awareness, educating on various financial topics. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a strategic asset-allocation approach combined with quantitative analysis and third-party research.

Lee Steorts is a financial advisor at Lanark Financial, Inc. with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a variety of program-based accounts through several platforms and IA programs.

Jordan Parkinson is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Prior to joining Facet, he worked at Fidelity Investments and held roles at several other firms including Earth Probe and Tetra Tech. Facet Wealth provides subscription-based financial planning and discretionary investment management, serving a wide range of individual clients through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and uses technology-driven processes to deliver tax-optimized portfolio implementation and regular account reviews.

Joel Robison is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Calton & Associates since 2019 and previously at Capital Financial Services, Inc. Additionally, he is active in life insurance sales through Strategic Life Insurance Planners. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment program structures and analytic approaches, combining fee-based and commissionable brokerage and insurance products.

Kim Checketts is a financial advisor with Kovack Advisors, Inc. in Ogden, UT, holding Series 63 and Series 66 designations and with 28 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2007 and previously spent six years at UBS Financial Services. He is also the owner and president of KAC Financial Services, Inc., where he manages client investments and oversees business operations. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a mix of internally developed models and third-party managers supported by Envestnet technology to manage portfolios across multiple custodians and execution venues.

Scott Smith is a CFP® and PFS™ credentialed advisor with 10 years of industry experience. He has worked at Composition Wealth, LLC since 2025, following roles at Alloy Accounting, LLC, Alloy Financial Services, LLC, and Smith, Kunz & Associates, PLLC. He also served four years with The Church of Jesus Christ of Latter-day Saints. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a broad range of clients including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets through a multi-advisor structure.

David Edwards is a financial advisor at Concorde Asset Management, LLC with a Series 66 designation and experience in the industry since 2019. His prior roles include positions at Bridgepoint Capital, BPI Midstream, and BOH Inc. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers and wrap fee programs. The firm builds customized portfolios through asset allocation and model-based strategies, using proprietary and third-party platforms while also offering ERISA retirement-plan advisory services.

Dennis Larson is a financial advisor with B.O.S.S. Retirement Advisors, LLC in Ogden, UT. He holds a Series 65 designation and has five years of industry experience. Prior to joining B.O.S.S. Retirement Advisors in 2021, Dennis worked at Kinghorn Financial, LLC and spent 21 years at International Business Machines (IBM). B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, utilizing model portfolios and external managers to construct diversified allocations while offering client oversight and coordination.

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.

Derek Checketts is a financial advisor at Kovack Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Walmart DC 6090 for ten years and operated Desert Rain Sprinklers LLC. Kovack Advisors, Inc. is a multi-team registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm uses an Envestnet-supported workflow with internally created models and third-party managers to construct and manage portfolios across multiple custodians and execution venues.

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.