Kyle Zoellner is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities, LLC since 2014 and Benefit Plans Inc from 1998 to 2017. Outside of his advisory role, he is the managing member of Legacy Financial Group, LLC. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Mathew Manzanares is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and has worked previously at Utah First Credit Union, Topstep, and Fidelity Investments. Outside of finance, his background includes roles in hospitality and education. 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 emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Gregory Hodges is a financial advisor with Empower Advisory Group in Washington, UT, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes roles at firms such as VALIC Financial Advisors, Alight Financial Solutions, and New York Life Investment Management. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Michael Nielson is a CFP® professional with 24 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes roles at Cetera Advisors LLC and Fireside Retirement Strategies, Inc. He is involved in multiple tax planning and insurance-related activities and provides tax preparation and consulting services under CPA supervision. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Brendan Dennis is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Mariner and has previously worked at Adams Wealth Management, LLC, and The Insight Group. Mariner serves a broad range of clients including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Thomas Miller is a financial advisor at Integrity Alliance, LLC with 48 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Miller has worked at several firms including Lion Street Financial and M HOLDINGS SECURITIES, Inc., and is also the owner of The VisionLink Advisory Group, a compensation consulting business he has operated since 1996. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services through a large network of independent advisors managing billions in assets, utilizing various portfolio management strategies and platforms.

Paul Vorwaller is a financial advisor with Transamerica Financial Advisors, holding Series 63, Series 65, and Series 66 licenses and nine years of industry experience. His career includes prior roles at Vecon LLC, Wfgia, Kyani, and World Financial Group. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and fee-based wrap programs. The firm operates as both a registered broker-dealer and an RIA and provides retirement and recordkeeping services along with additional platform features.

Collin Stauffer is a financial advisor with Foundations Investment Advisors LLC in St. George, UT. He holds a Series 65 credential and has six years of industry experience. Prior to joining Foundations Investment Advisors, he worked at Teton Wealth Group, New Millennium Group, Decker Retirement Planning, and Key Bank. Outside of his advisory role, he is an insurance agent with Stauffer Retirement Planning. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a mix of fundamental, technical, and cyclical analysis delivered through a broad network of affiliated offices and focuses on tailored advice supported by model portfolios and an asymmetric rebalancing approach.

Marko Grzan is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has worked with both Commonwealth Financial Network and Martin, Wardin & Eissner Financial Group. Outside of advising, he is involved in tax preparation through Martin, Wardin & Eissner Financial Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports its advisors with operations, technology, investment management, and compliance, while offering various program structures including discretionary model portfolios and personalized indexing options.

Nickolas Ball is a financial advisor with GWN Securities Inc. in St. George, Utah, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He is also involved in life insurance brokerage, working with multiple carriers including Penn Mutual Life Insurance Company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers via various managed-account programs and model portfolios.

Carl Riding is a financial advisor at Independent Financial Group, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Independent Financial Group since 2016. Outside of his advisory role, he officiates high school wrestling matches as an independent contractor for the Utah High School Athletics Association. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm combines strategic asset allocation with multi-manager portfolios across passive and active exposures, offering both discretionary and non-discretionary portfolio management.

Christopher Dame is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior firms include LPL Financial, Royal Alliance Associates, and Fidelity. He operates his investment advisory services under the business names Plaza Wealth Management and Rockwell Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and access to a variety of managed account solutions using a fiduciary-based advisory model.

Katie Prosser is a financial advisor with AE Wealth Management, LLC, holding a Series 65 license and nine years of industry experience. She has previously worked with firms including Scott-Prosser Financial Group and APO Financial Services, LLC. In addition to her advisory role, she is an insurance producer at Scott Insurance, Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing programs.

Bryce Winkel is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Transamerica since 2012 and has longstanding involvement with several related entities, including Winfin Utah, Winfin Oregon, and Bjw Associates Inc. His business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios and fee-based wrap programs, operating as both a registered broker-dealer and registered investment adviser.

Bryce Jones is a CFP® with 12 years of industry experience, currently serving at Independent Financial Group, LLC since 2022. Prior to this, he worked at Bank of America and Merrill from 2014 to 2022. He serves as a board member of a family-owned business and is involved with a non-profit organization, the Carry You Foundation. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, using both firm- and third-party models tailored to client risk tolerances.

Rhett West is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Wells Fargo, Fidelity Investments, and Northwestern Mutual. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, employing a mix of fundamental, technical, and cyclical analysis with tailored investment strategies.

Matthew Hamner is a financial advisor with Ameriprise in St. George, UT, holding CFP® and ChFC® credentials along with a Series 66 license. He has eight years of industry experience, including six years at Edward Jones before joining Ameriprise. He serves as Vice President on the Board of Directors for the Red Waters Home Owners Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Russell Pierce is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research and analytics to guide diversified portfolio construction.

Jennifer Madsen is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2013, she has worked closely with individuals, families, and business owners to navigate financial complexity by coordinating strategies alongside CPAs, estate planning attorneys, and other trusted professionals. Her expertise includes tax-efficient wealth strategies, college education planning, family wealth management, legacy planning, liquidity management, retirement income, and business transition and exit planning. Jennifer holds a Bachelor's Degree from Arizona State University and several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CHARTERED FINANCIAL CONSULTANT (ChFC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has received recognition from Forbes for multiple years, including listings on America's Top Women Wealth Advisors and Best-in-State Wealth Advisors. Outside of her professional work, Jennifer is involved with the community organization Root For Kids and The Learning Center For Families DBA Root For Kids. She resides in Washington, Utah with her husband and four children, and enjoys spending time with her family, reading, adventure sports, biking, boating, camping, hiking, music, soccer, and traveling.

Jason Richardson is a financial advisor at Edward Jones with one year of industry experience. He previously worked for ten years at Genesis Consulting, LLC. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.