Natalie Sorensen

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.

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.

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.

Hank Robins is a financial advisor with Edward Jones in Richfield, UT, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he is involved in several entrepreneurial ventures, including ownership roles in agricultural operations and local business franchises. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.