Northern Utah
- Ryan Boswell
- David Burns
- Eric Johnson
- David Dodds, CRPC
- Lynn Jackson
- Nicole Finamore
- Brett Leonhardt
- Mark Neuenswander
- Paul Neuenswander
- William Jeff Ostler
- Mike Stringham
- Casey Walker*
Central Utah
- Travis Morgan
- Daniel Palmer
- David Palmer
Idaho
- Jeff Jones
- Jayme O'Rullian
- Tammara Upton
- Erik Shotwell
- Matt Ball
Nevada
- Gregg Lapenta
- Steve Lindquist
- Joanna Moran, CFP
- Leo Eastman
California
- Casey Walker*
Wyoming
- Mark Neuenswander
* Registered Representative only. This individual is not registered to offer advisory services.