Jared Wyson is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Commonwealth Financial Network for 12 years. He is also the owner of Wyson Capital Enterprises, LLC, a private investment entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network across various advisory programs and institutional consulting services.

Michael Baker is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Commonwealth Financial Network and Wyson Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal and public finance as well as SIMPLE IRA Employer Advisory services.

Scott Finch is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has seven years of industry experience. Before joining Raymond James in 2019, he worked at Woodbury, Mitchell & Finch LLC for seven years. Outside of his advisory work, he is involved as a partner in several business ventures, including an accounting firm and a management company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Kevin Rorie is a CFP®-certified financial advisor with eight years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Voyager Wealth Advisors and Wells Fargo Bank. Outside of his advisory role, he serves on the Finance and Investment Committee of the Kayenta Arts Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary investment consulting using analytical tools and supports municipal and public finance work through its municipal advisor affiliation.

Parker Hansen is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at The Insurance Box and served a church service mission. Outside of his advisory role, he maintains occasional W-2 employment with DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

David Patrick is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 18 years and Mass Mutual Investors Services for five years. Outside of his advisory role, he is involved with NorthStar Estate Services in a non-investment business capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Shauna Swainston is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. She has 15 years of industry experience and has worked with Primerica Financial Services since 1992, including a long tenure with The Church of Jesus Christ of Latter Day Saints. In addition to advisory work, she engages in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program that serves individual investors, corporate clients, and charities. The firm uses model-driven investment strategies managed by third-party asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Brooke Angelovich is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2021, Brooke worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2010 to 2021. Outside of her advisory work, she owns and operates Ruby Brews, a drive-thru coffee shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing a variety of models and strategies along with technology tools to support operational and research functions.