Marshall Don Okerlund

Rowdee Taylor is a financial advisor with Portfolio Medics, LLC in Central Valley, Utah. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, Mr. Taylor is the owner of Taylor Insurance and Investments, where he transacts in insurance products including annuities, and he also provides human resources services for Fierce Firearms. Portfolio Medics offers investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a diversified investment approach including mutual funds, ETFs, individual securities, and independent managers, combining fundamental, technical, and cyclical analysis tailored to client objectives and risk tolerance.

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®-designated financial advisor with LPL Financial, based in Richfield, UT, and has 13 years of industry experience. He has been with LPL Financial and Mountain American Credit Union since 2013. Outside of his advisory work, he is a co-owner of Among the Young, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Natalie Sorensen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. Her prior roles include 11 years at Parkland Securities, LLC, and over three decades running Sorensen Investment & Tax Consulting Inc. She is also involved in a non-variable insurance business, Sorensen, Winn and Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

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.

Hank Robins is a financial advisor with Edward Jones in Richfield, UT, holding a Series 66 designation and 15 years of industry experience, all with Edward Jones since 2011. Outside of his advisory role, he owns and operates multiple business ventures including a ranch and farm, an equipment rental company, and co-owns a Subway franchise with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branches, as well as its integrated capabilities including trust services and securities-based lending.