Teddy K Hallows

Cheri Measom is a financial advisor with Raymond James Financial, holding CFP® certification and Series 63 and 66 licenses, with 26 years of industry experience. She has worked at Raymond James Financial since 2009 and has managed her own financial planning support businesses, including Measom Financial, Inc. and Pointe Wealth Management, where she serves as branch manager. She is also involved in succession planning activities as part of a personal loans business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored non-discretionary planning and investment consulting to align with client goals and supports extensive institutional consulting and portfolio management.

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.

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.

Richard Weller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His prior work includes roles at Pointe Wealth Management and Fidelity Investments. Outside of advisory work, he is the owner of Chase Weller, a support company involved in branch activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through its expansive advisor network and specialized programs.

Landon Winn is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes more than a decade at Parkland Securities and over two decades at Sorenson Investment & Tax. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.