Cheri Clark Measom

Jo Lyn Chappell is a financial advisor with Gradient Advisors, LLC, holding Series 65 and Series 63 credentials and 12 years of industry experience. She has worked at Gradient Advisors since 2017 and previously held roles at First National Investment Advisors and Intervest International entities. Outside of her advisory work, she volunteers as an associate director conducting courses for the Nedley Recovery Program. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that incorporates multiple analytical approaches in portfolio management.

Matthew Olsen is a Financial Consultant at Fidelity Investments, where he has worked since 2008. He has held various roles within the company, including Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Fixed Income Specialist, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Matthew has extensive experience in wealth planning and focuses on helping clients develop, implement, and maintain financial plans tailored to their unique needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew enjoys biking, camping, hiking, traveling, and spending time with his family.

Richard Weller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His prior work includes roles at Pointe Wealth Management and Fidelity Investments. Outside of advisory work, he is the owner of Chase Weller, a support company involved in branch activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through its expansive advisor network and specialized programs.

Teddy Hallows is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at Royal Alliance and HD Vest Advisory Services. Outside of his advisory work, Hallows is involved in tax preparation through Hallows & Company and is a co-owner of an agricultural business in Salina, Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, and retirement plan consulting, supported by research and model portfolios from multiple sources.