Richard Wilcock is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 credential and is also a Certified Public Accountant. Prior to joining Brookstone Capital Management in 2022, he worked at Goldman Sachs from 2009 to 2017 and held various roles at accounting firms including Unique Accounting and Squire & Co. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and provides discretionary investment management primarily via model portfolios and separately managed accounts.

Cheree Wright is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2017, following eight years at Morgan Stanley Smith Barney. Outside of her advisory role, she is a sales representative for doTERRA essential oils, although this activity is not active. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection to construct client solutions.

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 with Empower Advisory Group and holds the Series 66 designation. He began his advisory career in 2026 and has previous experience with firms including Fidelity Investments and Utah First Credit Union. Outside of finance, he has worked in the hospitality industry at Myril Eatery and Wine Bar. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and clients’ savings rates.

Gregory Hodges is a financial advisor with Empower Advisory Group in Washington, UT, holding Series 63, Series 65, and Series 66 licenses. He has 30 years of industry experience, including roles at Valic Financial Advisors, Alight Financial Solutions, and MassMutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Michael Nielson is a Certified Financial Planner (CFP®) with 23 years of experience in the financial services industry. He is currently affiliated with Independent Financial Partners and has previously worked with Cetera Advisors LLC. Beyond his advisory role, Nielson is involved in tax preparation and planning as a consultant and employee with various tax-related firms. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm offers a decentralized advisory model allowing personalized investment strategies, along with specialized 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 ChFC® credentialed financial advisor with 47 years of industry experience. He is currently with Integrity Alliance, LLC and has held prior roles at Lion Street Advisors, M Holdings Securities, and VisionLink Financial Advisors, among others. Miller is also the owner of The VisionLink Advisory Group, which provides compensation consulting services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, retirement plan consulting, and access to third-party manager programs with a variety of portfolio management approaches.

Paul Vorwaller is a financial advisor with Transamerica Financial Advisors, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. His career includes previous roles at Vecon LLC, Wfgia, Kyani, and World Financial Group. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Jason Wright is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Commonwealth Financial Network since 2019 and previously at Wyson Financial from 2013 to 2019. Outside of his advisory role, Wright owns and operates Wright Financial Group, LLC, a marketing consulting business serving local companies. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, compliance, technology, and practice management, enabling affiliated advisors to offer customized portfolio solutions.

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.

Daniel Wyson is a CFP® professional with 26 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and has operated Wyson Financial since 2012. Outside of his advisory work, he is the author of both a financial book titled *21 Financial Myths* and several children’s books through his publishing company, UleBwise Publishing. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, retirement plan consulting, and compliance, enabling advisors to offer customized investment solutions under Commonwealth’s supervision.

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, holding Series 66 and Series 63 licenses with 11 years of industry experience. He has been with Independent Financial Group since 2016. Outside of his advisory role, he officiates high school wrestling matches for the Utah High School Athletics Association. Independent Financial Group is a large enterprise advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party manager models with both discretionary and non-discretionary strategies tailored to client risk profiles.

Christopher Dame is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at LPL Financial LLC, Royal Alliance Associates, INC., SII, and CUSO Financial Services, LP. He operates under the business names Plaza Wealth Management and Rockwell Advisors within Private Advisor Group. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a range of asset managers and advisory programs, supported by multiple analytical approaches and trading strategies.

Katie Prosser is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and nine years of industry experience. Her career includes roles at Scott-Prosser Financial Group, APO Financial Services, Horter Investment Management, and Eric Scott Financial. In addition to her advisory work, she is an insurance producer with 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 emphasizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

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® professional with 12 years of industry experience, currently serving at Independent Financial Group, LLC since 2022. Prior to joining Independent Financial Group, he worked at Bank of America and Merrill from 2014 to 2022. He serves as a board member for the Carry You Foundation, a nonprofit organization, and holds a board position at Wittwer, Inc., a family-owned business. Independent Financial Group is a large advisory and brokerage firm offering investment advisory programs, financial planning, and retirement services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and plan sponsors. The firm combines in-house and third-party investment models and operates as both a registered investment adviser and an active broker-dealer.

Jared Wyson is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has 11 years of industry experience. He has been with Commonwealth since 2014 and also operates Wyson Financial. Outside of his advisory work, he owns Wyson Capital Enterprises, LLC, a private investment entity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, while offering advisors discretion in portfolio construction alongside managed model portfolios.

Michael Baker is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and based in St. George, UT. He has experience working with Wyson Financial and New Home Star, among other roles. Outside of his advisory work, he operates an LLC through which he receives some payments from Wyson Financial. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various program structures and model portfolios, supporting advisors who provide advice under Commonwealth’s supervision.