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Melissa S
Series 66
Murray, UT
LPL Financial
Melissa Sipherd is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She previously worked at Raymond James Financial Services Inc. for seven years and is also associated with Utah Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.
Addison D
CFP®, Series 66
Murray, UT
LPL Financial
Addison Dishman is a CFP® with three years of industry experience, currently affiliated with LPL Financial in Murray, UT. Prior to joining LPL Financial, he worked at Raymond James Financial Services and has also been involved with Utah Wealth Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
William D
CFP®, ChFC®, Series 63, Series 65
Murray, UT
LPL Financial
William Dishman is a CFP® and ChFC® with 33 years of industry experience. He is currently affiliated with LPL Financial and has held prior roles at Raymond James Financial and several other investment firms. Dishman is also involved with 2795 Partners, LLC and Utah Wealth Strategies, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.
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