Shane Thomas is a financial advisor with Smedley Financial Services Inc in Salt Lake City, UT, holding a Series 66 designation and having 22 years of industry experience. He has been with Smedley Financial Services since 2005 and is also associated with Securities America, Inc. since 2003. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, emphasizing lifetime-income planning and a time-horizon based investment approach using diversified portfolios tailored to client objectives.

James Derrick Jr. is a CFA® charterholder with 26 years of industry experience. He has been with Smedley Financial Services Inc since 2003 and currently serves as Chief Investment Strategist. He also has experience with Securities America Inc and volunteers with the Church of Jesus Christ of Latter-day Saints, assisting with meeting planning and other activities. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on lifetime-income planning and a time-horizon based process, utilizing diversified portfolios through mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts tailored to client objectives.

Roger Smedley is a CFP® professional with 44 years of industry experience, currently serving at Smedley Financial Services Inc in Salt Lake City, UT. He has been with the firm since 1982 and previously worked at Securities America, Inc. from 1991 to 2024 and at OSAIC from 2024 to present. Smedley Financial Services provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on lifetime-income planning through diversified, model-based portfolios tailored to client objectives, combining fee-based advisory services with limited commission and insurance sales.

Mikal Aune is a CFP® professional with 20 years of industry experience, currently serving at Smedley Financial Services Inc. He has been with Smedley Financial Services since 2006 and was affiliated with Securities America, Inc. from 2006 to 2024. Based in Salt Lake City, UT, Aune holds a Series 66 license. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on lifetime-income planning and uses a time-horizon based process to create diversified portfolios tailored to client objectives, managing approximately $396.7 million in assets.

Jordan Hadfield is a CFP®-certified financial advisor with eight years of industry experience, currently serving as Vice President of Wealth Management at Smedley Financial Services Inc. He previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he is also a photographer. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on lifetime-income planning and diversified, model-based portfolios tailored to client objectives.

Parker Thompson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT. His work history includes roles at OSAIC and Securities America, Inc., among others. Outside of financial advising, he has experience in software and education sectors. Smedley Financial Services provides advisory services to individuals, trusts, estates, and business entities, managing approximately $397 million in client assets. The firm emphasizes lifetime-income planning through a time-horizon based investment process and offers a blend of fee-based advisory services alongside limited commission and insurance sales.