Jo Lyn Chappell is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked at Gradient Advisors since 2017 and previously held roles at First National Investment Advisors, Intervest International, Inc., and Intervest International Equities, Corp. Outside of her advisory work, she volunteers as Associate Director for the Nedley Recovery Program, conducting eight-week courses. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors and employs a client-approval process for transactions, utilizing a blend of fundamental, technical, and cyclical analysis to develop tailored strategies.

Cheri Measom is a CFP®-certified financial advisor with Raymond James Financial, bringing 26 years of industry experience. She has worked with Raymond James since 2004 and has a background in accounting, CPA, and tax preparation dating back to 2006. Measom is also involved in managing Pointe Wealth Management as branch manager. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and extensive use of asset-allocation analysis and firm research.

Richard Weller is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior work includes roles at Pointe Wealth Management and Fidelity Investments. Outside of his advisory work, he is involved with Chase Weller, a support company based in Payson, UT. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing firm research and modeling tools to develop tailored recommendations, often serving in an advisory and implementation-support capacity rather than as a delegated manager.