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 with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has previously worked at Fidelity and Farmington Peak Estate Planning, among other roles. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

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.

Gabriel Maires is a financial advisor at Carson Wealth with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Edelman Financial Engines, Morgan Stanley, and Cetera Advisor Networks. Outside of finance, he has experience working with Greenix Pest Control and taught at Utah Valley University. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers services such as discretionary asset management, financial planning, and retirement plan management, utilizing both fundamental and technical analysis to construct and monitor model portfolios.

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.

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.

Rhett Sorensen is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, bringing four years of industry experience. He previously worked with RH Advisors, LLC and Rock House Financial. Outside of his advisory role, Sorensen teaches community education classes in Kaysville, UT. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Nicole Roberts is a certified financial planner (CFP®) with 14 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at RH Advisors, LLC, United Planners Financial Services, and Waddell & Reed, Inc. Outside of financial advising, she has been a distributor for Young Living Essential Oils for over a decade. 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, supported by an internal Investment Committee and multiple implementation tools.

Paul Crookston is a financial advisor with Eagle Strategies (NY Life) based in Kaysville, Utah. He holds Series 63 and Series 65 licenses and has over 21 years of industry experience. His career includes long-term roles at New York Life Insurance Company and Nylife Securities Inc. In addition to his advisory work, he assists family members with a seasonal commercial fishing operation in Alaska. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored advice, with the majority of assets managed on a non-discretionary basis within the integrated New York Life structure.

Pilar Soledad Zosa is a financial advisor with Eagle Strategies (NY Life) in Kaysville, Utah, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Fidelity Investments, NYLIFE Securities LLC, and New York Life Insurance Company. From 2017 to 2022, she was involved with Chloe Jewelry and Accessories Inc. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.