David Isaacs is a financial advisor with Key Investment Services LLC in Ogden, UT. He holds Series 63 and Series 66 designations and has 20 years of industry experience, including over a decade with Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, while leveraging relationships within the KeyCorp group to offer a broad range of financial services.

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.

Christopher Bumanlag is a financial advisor with Empower Advisory Group in Clearfield, UT, holding Series 63 and Series 65 designations and seven years of industry experience. His previous roles include positions at Empower Retirement – GWFS Equities, Inc., First Republic Securities Corp/Bank, LPL Financial, and CUSO Financial Services, LP. 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 services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

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.

Levi Port is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with CWM, LLC and has worked at Crest Financial Partners, ARS Investment Advisors, and FirstPurpose Wealth. Levi also holds a licensed insurance agent role, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

John Brinkerhoff is a CFP® and ChFC® with 27 years of industry experience. He has been with Centaurus Financial, Inc. since 2015 and also serves at the University of Utah since 2010. Outside of his advisory role, he is the managing member of Brinkerhoff Financial Group, LLC, which conducts fixed insurance and Medicare supplement business, and he acts as principal agent for an independent property and casualty agency. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches.

Jeffrey Bunderson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several other business activities, including providing estate planning services through Net Law Group, Inc., and serving as a referee for high school and little league sports with the Utah High School Athletics Association. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach. The firm serves individual investors, employer-sponsored plans, trusts, and charitable organizations through a large advisor network and multiple program platforms.

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.

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.

Jackson Winget is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Mountain America Credit Union, and LPL Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in selecting investment strategies while providing ongoing monitoring and due diligence of third-party advisory products.

Michael Lyon is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with First Command in various capacities since 2012 and operates his advisory business through M Lyon LLC, where he serves as President and CEO. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Blake Manuel is an advisor with First Command Advisory Services holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at First Command Insurance Services, Inc., First Command Advisory Services, Inc., and First Command Brokerage Services, Inc. since 2023, alongside over two decades of service in the U.S. Air Force. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs using model portfolios constructed from mutual funds, ETFs, and managed accounts, with investment decisions centralized through its Investment Management Team and Wealth Portfolio Managers.

Boyd Curtis is a financial advisor with Transamerica Financial Advisors in Layton, Utah, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His background includes roles with multiple healthcare and insurance companies, and he is involved in a variety of business activities such as serving as president of Stratospheric LLC and owner of Strong Families 101.com. Curtis also works as a ski instructor at Snowbasin Ski Resort. Transamerica Financial Advisors serves a diverse client base including individual investors, pensions, trusts, and charitable organizations, offering advisory and broker-dealer services with a range of proprietary and third-party investment models, as well as managed and non-discretionary program options.

Scott Gonzales is a financial advisor with Key Investment Services LLC in Ogden, UT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Key Investment Services since 2016 and previously held positions at U.S. Bancorp Investments and Edward Jones. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides oversight and due diligence of third-party advisory products while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Andrew Lovan is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, he worked for Wells Fargo in various roles from 2001 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

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.