Christopher Allen is a financial advisor at LPL Financial with 20 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for 16 years. Outside of his advisory role, he is a part owner of a car dealership, Luxury Motors Direct, where he is involved in evening and weekend activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Blake Nelson is a CFP® professional with 22 years of experience in the financial services industry. He has been with LPL Financial since 2015. Outside of his advisory role, he owns a family-operated lawn care business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, financial planning, and retirement consulting, with access to model portfolios, research, and various discretionary and non-discretionary management services.

Sarah Hinman is a CFP® and PFS™ credentialed financial advisor based in Salt Lake City, UT, with 10 years of industry experience. She has worked at LPL Financial since 2024 and previously spent seven years at Fiducient Advisors LLC. Outside of her advisory roles, she operated Embellish Boutique for six years. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various investment management technologies.

David Shipley is a financial advisor with LPL Financial in Salt Lake City, UT. He holds the CFP® designation and has 22 years of industry experience. He has worked at Zions Bank and LPL Financial since 2015. Shipley serves as an adjunct professor teaching online finance classes and has been a member of the Provo City Council since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

Gage Loftin is a financial advisor with LPL Financial in Salt Lake City, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Complete Retirement Solutions Group. Loftin is also associated with Zions Wealth Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and supports both discretionary and non-discretionary management with access to model portfolios and research.

Aaron Crocker is a Series 66-licensed financial advisor at LPL Financial with seven years of industry experience. His prior roles include positions at Zions Bank, Zions Direct, Inc., University of Utah Healthcare, and Wells Fargo Clearing Services. Outside of finance, he is also the owner of Aaron Crocker Photography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management.

Jess Hansen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He previously worked at Fidelity Investments for 18 years and has also been affiliated with Zions Bank since 2017. Hansen teaches online courses at Brigham Young University. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Lauritzen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining LPL Financial and Zions Bank in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Allison Osgood is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at U.S. Bancorp Investments, Securities America, and Smedley Financial Services before joining LPL Financial and Zions Bank in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Weston Morley is a Series 66 licensed financial advisor with six years of industry experience. He is currently affiliated with LPL Financial and has previous experience at Zions Bank, Fidelity Investments, BancWest Investment Services, and Bank of the West. He is involved with Zions Wealth Advisors, a business related to his LPL advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services incorporating both discretionary and non-discretionary management strategies.

Briggin Bluemel is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, Stifel, and Zions Bancorporation. Outside of his advisory work, he serves as a football official with the Sheridan Football Officials Association. 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 provides a range of advisory programs, financial planning services, and retirement plan consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Tami Tingey is a financial advisor with LPL Financial based in Salt Lake City, UT, holding Series 65 and Series 63 credentials and has 12 years of industry experience. She has been affiliated with Zions Bank since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jake Arbon is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, Northwestern Mutual, Vivint, and Brigham Young University. In addition to his advisory role, he is involved with Zion Wealth Advisors, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Harrison Smith is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 credential and possessing six years of industry experience. His background includes roles at Zions Bank, LPL Financial, Zions Direct, and Wells Fargo Clearing. 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 and financial planning services, including discretionary and non-discretionary management, supported by research and model portfolios.

Jacob Lebaron is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Zions Bancorporation and Guardian Life Insurance Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research supported by various subadvisors and advanced technologies.

Scott Farnsworth is a financial advisor with LPL Financial in Salt Lake City, holding Series 63 and Series 66 designations and 27 years of industry experience. His career includes roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Farnsworth is associated with Zions Bank through LPL’s trade name Zions Wealth Advisors. 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 advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven investment strategies.

Jonathan Poure is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial in Salt Lake City, UT. He has been with LPL Financial and National Bank of Arizona since 2015. Outside of his advisory role, he serves as a manager and business development officer at Zions Trust and Zions Capital Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, supporting both discretionary and non-discretionary management with access to research and model portfolios from multiple sources.

Getzemani Pantoja Clixteco is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial and affiliated Zions entities in 2024, Clixteco worked at SoFi from 2019 to 2024 and Goldman Sachs from 2014 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and supports diversified investment strategies with research from LPL Research and third-party providers.

Kyle Day is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Zions Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal and third-party research.