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.

Natalie Sorensen is a financial advisor at LPL Financial with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Parkland Securities, LLC, and operated Sorensen Investment & Tax Consulting Inc. She is also involved in Sorensen, Winn and Associates, a non-variable insurance business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Landon Winn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at Parkland Securities, LLC and Sorenson Investment & Tax. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and multiple portfolio management options.

Teddy Hallows is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2022. His prior experience includes roles at Royal Alliance, HD Vest Insurance Agency Inc, and H.D. Vest Advisory Services, spanning several decades. Outside of financial advising, he is involved in tax preparation through Hallows & Company and co-owns an agricultural business, TV Farms LLC, in Salina, UT. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.