Stephen Martin is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial in Salt Lake City, UT. He has worked concurrently at Cyprus Federal Credit Union and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Nicholas Larsen is a financial advisor at LPL Financial with 15 years of industry experience and holds a Series 66 designation. He has previously worked at CUSO Financial Services, Deseret First Credit Union, Raymond James Financial Services, and Security Service FCU. Outside of his financial advisory work, he operates Utah Jive, a computer support and DJ service for events. 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 broad range of advisory programs and financial planning services supported by research and model portfolios, including discretionary and non-discretionary management options.