Eric Andra is a financial advisor with Charles Schwab in St. George, Utah, holding a Series 66 designation and 10 years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation and periodic reviews.

Stephen Skokos is a financial advisor with LPL Financial based in St. George, UT. He holds a Series 66 designation and has 14 years of industry experience, including his concurrent role at Mountain America Credit Union. He is also an insurance agent affiliated with Mountain America Insurance Services. 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 broad range of financial planning and investment solutions, leveraging both proprietary and third-party strategies, and supports its network of advisors with technology and operational resources.

Darin Frandsen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience, including 14 years at Edward Jones prior to joining Raymond James in 2022. He also owns and operates a personal LLC for tax purposes and manages a branch DBA related to expense administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA Employer Advisory services.

Justin Bandley is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, serving the St. George office since 1997. In his dual role, he focuses on building long-term relationships with clients, many of whom he has advised for over two decades. Justin works closely with retirees, business executives, and professionals to develop personalized financial strategies, emphasizing retirement income planning and actively managed investment portfolios aligned with clients’ unique goals. His areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Justin holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Pine View High School. He lives in St. George with his wife, Sonya, and they have three adult children. Outside of work, Justin is an endurance sports competitor who participates in multiple IRONMAN triathlons and running races annually.

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 at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, he worked at The Insurance Box and completed a church service mission. Outside of his advisory role, he has occasional employment with DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by various operational and research tools.

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.