Kevin Larsen is a financial advisor with Transamerica Financial Advisors in Clearfield, UT, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Transamerica Financial Advisors for 14 years and has held roles at several mortgage and lending firms, including Guild Mortgage Company, Ultimate Home Lending LLC, and Alliance Lending Services. Outside of advisory work, Larsen is involved in mortgage lending as a licensed loan officer and provides estate planning education through an affiliated service. Transamerica Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Jed Dewsnup is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 20 years of industry experience. His prior work includes over a decade at Wells Fargo Advisors and roles at Steward Partners Investment Solutions, LLC and Ensign Wealth Partners, LLC. Outside of advisory work, he is the managing member of TeeBox, a golf simulator and gym business in Kaysville, Utah. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs.

Lucas Allen is a CFP® with 18 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC, joining in 2024 after previous roles at Prestige Wealthwide, Landmark Wealth Advisors, Capita Financial Network, and Fidelity Brokerage Services. Mr. Allen is the managing member and owner of JLA Financial, LLC, a separate business entity he uses for personal and business tax purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies, utilizing technology platforms and a range of portfolio management approaches.

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.

Jeremy Hancock is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Goldman Sachs, Edward Jones, Merrill, Bank of America, Raymond James, Columbia Bank, and active duty service in the United States Army. He is also an associate with Columbia Wealth Advisors. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm employs a diversified, risk-class based investment approach blending passive and active managers, supported by an internal Investment Committee and multiple implementation tools.

Zachary Calder is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and Series 66 credentials and six years of industry experience. His prior roles include positions at Wells Fargo Advisors and Ensign Wealth Partners, where he is currently also associated. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a variety of portfolio management and financial planning services.

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.

Matthew Lorenzo is a financial advisor with Empower Advisory Group in Bountiful, UT, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management. Outside of finance, he is a 10% partner in LiquidShop, a company that develops manufacturing software for the Netsuite platform. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and savings rates through integrated services tied to Empower’s recordkeeping and administrative platforms.

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.

Gabriel Maires is a financial advisor at CWM, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining CWM, he worked at Edelman Financial Engines, Morgan Stanley, and Cetera Advisor Networks. Outside of finance, his background includes roles in marketing and credit union services as well as teaching at Utah Valley University. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management with model portfolios, third-party sub-advisors, and tools like Orion Custom Indexing and iCapital access.

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.