Hank Morrill Robins

Rowdee Taylor is a financial advisor at Portfolio Medics, LLC with two years of industry experience. He holds a Series 65 designation and has worked in insurance and human resources roles outside of his advisory practice, including ownership of Taylor Insurance and Investments and serving as HR Manager at Fierce Firearms. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations, utilizing a range of portfolio strategies that combine fundamental, technical, and cyclical analysis.

Jaden Gurney is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He previously worked at Zions Bancorporation and LPL Financial before joining Raymond James. Outside of his advisory role, he owns a cattle operation and manages a wealth management support company focused on branding and marketing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools to support client decision-making.

Colby Young is a CFP® professional with 13 years of experience, currently serving as a financial advisor at LPL Financial in Richfield, UT. He has been with LPL Financial and Mountain American Credit Union since 2013. Outside of his advisory role, he is a co-owner of Among the Young, LLC, a home-based business unrelated to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Natalie Sorensen is a financial advisor with LPL Financial in Richfield, UT, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her prior roles include 11 years at Parkland Securities, LLC, and running Sorensen Investment & Tax Consulting Inc. since 1987. She is also involved with Sorensen, Winn and Associates, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers varied advisory programs, financial planning, and retirement consulting, supported by research and model portfolios to deliver discretionary and non-discretionary management solutions.

Lisa Jensen is a financial advisor at Edward Jones in Richfield, UT, holding a Series 66 license with eight years at Edward Jones and a total of ten years in the finance industry. Prior to joining Edward Jones, she worked five years at Canyonlands Healthcare. She serves as a board member for Canvas Guy LLC, a business owned by her husband. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Ross Taylor is a financial advisor with Cetera, holding a Series 66 license and three years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has held teaching and coaching roles at Snow College since 2022, including serving as the head women's wrestling coach and adjunct faculty in the business department. Cetera Investment Advisers LLC is an SEC-registered firm supporting a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform, with assets totaling over $256 billion and more than 10,000 advisors nationwide.