Gary Dwayne Meeks

Shay Lewis is a financial advisor with Holm & Cawley Financial Group LLC, holding a Series 65 designation and one year of industry experience. Prior to his advisory role, he has worked extensively in the mining and manufacturing sectors, including positions at McWane Ductile and Rio Tinto - Kennecott Copper. Outside of financial advising, he is employed as a Safety Manager at McWane Ductile. Holm & Cawley Financial Group provides comprehensive financial planning and portfolio management services to individual investors and retirement plan sponsors. The firm employs a diversified investment approach based on fundamental analysis and public research, offering both long-term and short-term strategies tailored to client objectives.

Garrett Gibson is a financial advisor at NWF Advisory Services Inc with five years of industry experience. He holds a Series 66 license and has worked at several firms including Fidelity Investments and SagePoint Financial, Inc. Gibson is also involved with Mays Retirement Solutions and Pinnacle Financial Advisors, which provide wealth management and financial planning services. NWF Advisory Services manages approximately $6.4 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management through a technology-driven, open-architecture platform that utilizes various investment strategies and tools to construct and manage portfolios tailored to client objectives.

Donald Petersen is a CFP® with 44 years of industry experience, currently serving at Cetera since 2013. He also operates a tax professional business, AVTax Associates, dedicating significant time to this activity. His background includes the sale of fixed insurance products such as annuities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Riley Sorenson is a financial advisor with Morgan Stanley in Price, Utah, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes tenures at E*TRADE Securities LLC and Morgan Stanley, where he has worked since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Anita Bruno is a CFP® with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has previously worked at LPL Financial and GPS Wealth Strategies Group, LLC. Outside of her advisory roles, she consults on financial advising with a Utah-based company and serves as an insurance agent for group benefits. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a range of advisory programs and services spanning municipal and public finance.