Jeremy Neilson is a financial advisor with LPL Financial in St. George, UT, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Zions Bank, Empower Financial Services, Morgan Stanley, E*TRADE, Valic Financial Advisors, Transamerica Retirement Advisors, Charles Schwab, and Fidelity. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Adam Fluckiger is a financial advisor with Raymond James Financial Services Advisors, Inc. based in St. George, Utah. He holds a Series 66 credential and has 15 years of industry experience, including 11 years at Edward Jones. Outside of his advisory work, he serves as the head coach of the Hurricane High School Mountain Bike team. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jamie Lloyd is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. Prior to joining LPL Financial in 2025, he held positions at Wells Fargo Clearing, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

Tyler Holbrook is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over two decades with CUNA Brokerage Services, Inc. He also serves as Vice President at Goldenwest Credit Union and Goldenwest Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Washburn is a CFP® professional with 37 years of industry experience, currently serving as an advisor with LPL Financial. His prior roles include positions at Hornor, Townsend & Kent, LLC and Principal Financial Services. In addition to his advisory work, he is involved in selling life insurance and related products through Mountain American Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Tyler Eliason is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Cetera in 2021, he worked at Key Investment Services and Key Bank. In addition to his advisory role, he teaches at Ensign College and mentors small business owners in developing countries through the Academy for Creating Enterprise. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management.

Richard Schofield is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is involved in several family-owned and investment-related businesses, serving in managerial and trustee capacities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and specialized advisory services.

Samuel Bates is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James, he worked at Edward Jones for 11 years. Bates is also the owner and CEO of Bates Financial and is associated with North Rim Financial Group, both of which serve as support entities related to his advisory activities. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both advisory programs and institutional portfolio management.

John Shepherd is a financial advisor at Edward Jones in St. George, Utah, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices. The firm also provides affiliated mutual funds, trust services, and operates under a fiduciary standard.

Jonathan Rogers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at LPL Financial, llc for 10 years before joining Raymond James. Outside of advisory work, he is a licensed insurance agent selling fixed annuities and manages a small rental real estate business with his family. 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 using risk profiling and analytical tools, and supports various advisory programs along with specialized municipal and public finance services.

Andrew Klindt is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Fidelity Investments and has held various roles within Fidelity and its affiliates since 2008, as well as brief positions at Personal Capital Advisors Corporation and J.P. Morgan entities in 2021. He is associated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it provides model portfolios to intermediary platforms.

Earl Jewkes is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Outside of his advisory work, he serves as a ward clerk for The Church of Jesus Christ of Latter-day Saints, managing membership records, meetings, tithing reconciliation, and budgets. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Brendon Sorenson serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds a Bachelor's Degree in Finance from Dixie State University and is a CERTIFIED FINANCIAL PLANNER® professional, as well as a Personal Investment Advisor (PIA). With experience at Merrill Lynch Wealth Management, Brendon specializes in investment management, retirement planning, and holistic wealth strategies. He focuses on delivering transparent and personalized financial guidance to individuals and families, aiming to help clients develop tailored plans aligned with their unique goals. Brendon is originally from Aurora, Utah, and currently resides in St. George with his wife and two children. Outside of his professional role, he enjoys outdoor activities including dirt biking, boating, hunting, camping, fishing, football, hiking, horseback riding, ice skating, and scuba diving.

Robin Kennedy is a financial advisor with LPL Financial in Saint George, Utah. He holds the Series 66 designation and has been affiliated with LPL Financial since 2009 and with Chen Financial Group, LLC since 2006. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.

William Dobbins is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with LPL Financial and previously worked at CUSO Financial Services, LP, Soltis Investment Advisors, and America First Credit Union. Outside of his advisory role, he owns Primal Cacao, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Rex Baxter is a financial advisor with Ameriprise in Washington, Utah, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of advising, he serves on the board of Youth Futures of Utah and participates in the Weber State University endowment committee. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic automation alongside oversight committees to tailor retirement income recommendations.

Amy Terry is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves 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 offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Clifford Peterson is a financial advisor with Charles Schwab & Co., Inc. in St. George, UT, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020 before joining Charles Schwab. Charles Schwab & Co., Inc. serves 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, employing multi-asset model portfolios and a centralized operational structure.

Kamron Wootton is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has previously worked at BCJ Capital Management and Statera Wealth Management. Outside of advising, he has experience as a producer of life insurance and annuity products. MassMutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative planning processes.

Tyler Sutherland is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill, where he spent multiple years in various roles before joining RBC Capital Markets in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, integrating both in-house and third-party investment managers to align with clients’ risk profiles and investment preferences.