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., holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining Raymond James in 2019, he was a partner at Woodbury, Mitchell & Finch LLC for seven years. Outside of his advisory role, he is involved in several business ventures including a partnership in an accounting firm and ownership of 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, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytic tools and maintains unique services such as municipal advisory affiliations and plan-level SIMPLE IRA consulting.

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, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Her background includes long-term service with The Church of Jesus Christ of Latter Day Saints and extensive tenure with Primerica Financial Services dating back to 1992. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

Hunter Harrison is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has been associated with Cetera and its affiliate Cetera Wealth Services since 2022 and operates Harrison Enterprises, an insurance brokerage firm. Outside of advising, he is active as an insurance agent selling health and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that allows advisors to utilize various model portfolios, third-party managers, and customized strategies across a range of program structures and custodial relationships.

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.