Vaclav Vlcek is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 13 years of industry experience. He has worked with various entities within the Steward Partners family since 2016 and previously served at Raymond James Financial Services, Inc. until 2022. Vlcek is also the owner of Washington Wealth Group, a non-investment-related support business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs.

David Isaacs is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Edward Jones from 2007 to 2010. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary implementation by Envestnet and offers multiple wrap programs alongside custodial, trade execution, and ancillary insurance services.

Chelsea Adams is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and five years of industry experience. She has been with Stratos Wealth Partners since 2021 and has prior experience at LPL Financial, LLC. Outside of advising, she is an adjunct instructor at Weber State University and co-owner of Salt City Blues, L.L.C., a dance business. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach and offering a range of advisory and portfolio management services through affiliated and independent 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 an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Prudential Equity Group, and IHT Wealth Management. Outside of advisory services, he is the owner of Mallett Design LLC, where he develops tennis racquet grips. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party models and using technology tools alongside centralized due diligence and monitoring.

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® professional with three years of industry experience, currently affiliated with Carson Wealth. His prior roles include positions at Crest Financial Partners, ARS Investment Advisors, and FirstPurpose Wealth. In addition to his advisory work, he holds a licensed insurance agent role with limited monthly activity involving the sale of life, health, disability, annuities, and long-term care insurance. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm provides discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee that develops model portfolios supported by fundamental and technical analysis.

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 worked at firms including Fidelity and Farmington Peak Estate Planning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning services and serves a large participant base relative to its advisor headcount.

Jackson Winget is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments and Mountain America Credit Union. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model combining platform services from Envestnet with portfolios designed by internal and third-party managers, and integrates offerings with KeyCorp affiliates.

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 designations and bringing 22 years of industry experience. He has worked at Key Investment Services since 2016, following roles at U.S. Bancorp Investments and Edward Jones. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a large network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model integrating third-party managers and the Key Wealth Chief Investment Office, with services supported by affiliated entities including KeyBank and KeyBanc Capital Markets.

Andrew Lovan is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Bank N.A. for over two decades. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Joseph Pond is a CFP® professional with 13 years of experience in financial services. He is affiliated with Carson Wealth and has held roles at Crest Wealth Partners, United Planners Financial Services, and Advanced Retirement Strategies, among others. Outside of advisory work, he is president of JP Summit, Inc., a fixed insurance sales business. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by a centralized Investment Committee and various tailored investment solutions.

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.