Riley Sorenson

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.

Gary Meeks is a financial advisor with NWF Advisory Services Inc in Price, Utah, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at firms including Cetera and Osaic and owns Meeks Financial, LLC, a financial services business he has operated since 2005. Meeks also serves as trustee of a family trust and is involved in maintaining a privately owned cabin through an LLC. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust and estate services, and managing approximately $3.82 billion in assets. The firm operates an open-architecture wealth management platform with advisor-managed and third-party model portfolios, focusing on strategic long-term investing alongside tactical strategies.

Garrett Gibson is a financial advisor at NWF Advisory Services Inc with four years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, SagePoint Financial, and Independent Financial Group. Outside of his advisory role, he is involved with Mays Retirement Solutions and Pinnacle Financial Advisors, both entities providing wealth management and financial planning services. NWF Advisory Services, Inc. offers portfolio management and financial planning primarily to individual and high-net-worth clients, along with retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that includes advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions.

Donald Petersen is a CFP® with 43 years of industry experience, currently serving at Cetera since 2023. He previously worked with Cetera Wealth Services, LLC for 13 years. In addition to his advisory role, he is a tax professional operating AVTax Associates in Lancaster, CA. Cetera Investment Advisers serves a diverse client base through a network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party managers. The firm integrates retirement and fiduciary services with a broad institutional platform, supporting a wide range of investment programs and custodial arrangements.

Anita Bruno is a CFP® professional with 25 years of experience in financial advising. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at LPL Financial and GPS Wealth Strategies Group, LLC. Outside of her advisory role, she consults for Aspen Wealth Management and acts as an insurance agent for MB Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting supported by firm research and extensive affiliate resources.