Travis Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he serves as president of TWN I, Inc., an entity created for securities business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers extensive operational, trading, and compliance support while allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Brian Delany is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Janney Montgomery Scott LLC, KeyBanc Capital Markets Inc., and Morgan Stanley. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing.

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.

Jason Howard is a CFP® with 23 years of industry experience, currently serving at LPL Financial since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is involved with ZiWiFi Enterprises LLC, a business entity unrelated to investment activities. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Michael Shea is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing three years of industry experience. He worked at Prudential Equity Group, LLC for 39 years before joining Hightower in 2020. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and diverse investment vehicles.

Chad Horne is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of finance, he owns Big Horne Back Country Guiding, an outdoor recreation guiding business. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Joshua Ericksen is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 designation and one year of industry experience. His prior work history includes roles at LPL Financial LLC, Pattern, and Lakeshore Partners LLC. Outside of finance, he has been involved with Utah Youth Soccer for over a decade. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving more than 24,000 clients through about 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager access, and various financial planning services, operating with an open-architecture investment approach that integrates multiple external platforms and resources.

Mark Fellows is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of advisory work, he is a commissioned notary public in Sandy, Utah. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Robert Merrill is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has five years of industry experience. Prior to joining Stratos Wealth Partners, Ltd., Merrill worked at firms including LPL Financial LLC, Cetera, and State Farm. Outside of his advisory work, he is a business owner of Artistry in Motion LLC in Herriman, Utah. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, financial planning services, and retirement plan consulting, operating with an open-architecture approach that integrates various external platforms and tools.

Connor Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he has worked at Sterling Financial Group and Fidelity Investments, among other positions. He is also involved in fixed insurance sales as a side business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Brandon Nelson is a CFP® and ChFC® credentialed financial advisor with 27 years of industry experience. He has worked at OSAIC since 2025 and previously spent 24 years at Lincoln Financial Advisors. Outside his advisory role, he serves as a finance assistant clerk for his local church, managing financial records and budgets. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, leveraging asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a range of investment products.

David Phillips is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, Phillips serves as a council member for Heber City, Utah, where he is involved in city governance. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s advisory approach is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Benjamin Friedberg is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2024. His prior work experience includes roles outside the financial sector at Topgolf, Lindey's Restaurant, and Texas Roadhouse. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s model includes primarily non-discretionary advisory relationships supplemented by access to discretionary separately managed accounts and multi-asset model portfolios.

Elena Stein is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Elena works closely with clients to develop flexible investment plans that adapt to changing market conditions, leveraging the resources of Merrill and Bank of America. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, women and wealth, and retirement income. Elena holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Texas System. Outside of her professional work, Elena enjoys dancing, gardening, hiking, skiing, traveling, and yoga. Her approach centers on working one-on-one with clients to develop financial strategies aimed at achieving their long-term objectives.

Drew Armstrong is a financial advisor with Morgan Stanley in Holladay, UT, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and Morgan Stanley Private Bank, N.A. He is also involved with Strykaar, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research.

Natalie Snow is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds the Series 66 designation and previously worked for Cascade Services, Inc. from 2003 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and providing both discretionary and non-discretionary plan services.

Michael Stecher is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at Faithward Advisors, LLC and American Portfolios Advisors, Inc. He is also president of a consulting firm, Michael J. Stecher, Inc., which operates under the Stecher Financial Group name. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Norman Nelson is a financial advisor with Raymond James & Associates in Park City, Utah, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of advisory services, he is involved in rental real estate ownership through interests in condominium complexes in Park City. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing various portfolio management styles and affiliated research.

Charles Reynolds is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at Park City Ski & Snowboard, BioCoTech Americas Inc, CFGI Inc, and PricewaterhouseCoopers. Outside of finance, he serves as a part-time alpine coach for Park City Ski & Snowboard. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Phillip Mcstotts Jr. is a CFP® with 21 years of industry experience. He is currently with Osaic and was previously with Lincoln Financial Advisors Corporation for 20 years. In addition to his advisory work, he holds insurance agent roles offering accident, health, and disability insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.