Travis Ridd is a financial advisor at Raymond James & Associates with Series 66 credentials and just under one year of industry experience. His background includes positions at Utah Tech University, Tuacahn Center for the Arts, and other local organizations. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and municipal advisory services.

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.

Gavin Lambeth is a financial advisor with LPL Financial in Santa Clara, UT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His work history includes roles at Mountain America Credit Union since 2018 alongside his position with LPL Financial since 2016. He is also involved with Mountain America Insurance Services, an insurance agency affiliated with his credit union work. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of advisors and various technology tools.

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.

Eric Savage is a financial advisor with Cetera, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously spent 16 years with Foresters Financial Services and its affiliated firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio services, financial planning, and access to various third-party money managers.

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.

Leo Syphus is a financial advisor with LPL Financial based in St. George, UT, holding CFP® and ChFC® designations and over 32 years of industry experience. His career includes roles at SCF Investment Advisors, SCF Securities, Wall Street Financial Group, and Zions Direct. Outside of his advisory work, he is involved with Syphus Financial, Inc., an insurance agency and entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and 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 a large network of investment adviser representatives.

Brendon Sorenson is a Wealth Management Advisor based in St. George, Utah. He obtained a bachelor's degree from Dixie State College and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Brendon has experience working with Merrill Lynch Wealth Management. His expertise includes investment management, retirement planning, college education planning, divorce transition planning, family wealth management strategies, legacy planning, and philanthropic planning. Brendon emphasizes a personalized approach to financial planning, focusing on transparency and trust to help clients achieve their long-term goals. Originally from Aurora, Utah, Brendon lives in St. George with his wife Macady and their two children. Outside of his professional work, he enjoys activities such as 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 who holds Series 65 and Series 63 licenses and has eight years of industry experience. His career includes roles at BCJ Capital Management, Statera Wealth Management, and MassMutual Life Insurance Co. He has also engaged in selling life, disability income, fixed annuities, and universal life insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and structured, event-driven planning programs.

Mike Panson is Vice President Private Wealth Management Advisor at Fidelity Investments, where he has served since 2022. He specializes in assisting corporate executives, including officers and directors subject to SEC Rules 144 and 16B, in managing the financial and regulatory complexities associated with their positions. His expertise includes employer-sponsored benefit plans and equity compensation, helping clients translate these complex areas into actionable strategies aligned with their broader life goals. Mike's tenure at Fidelity Investments spans over two decades, beginning as a Financial Representative in 1998. He progressed through roles including Account Executive, Senior Account Executive, and Executive Planning Consultant before assuming his current position. He holds a California Insurance License.

Anthon Sant is a financial advisor with Mass Mutual Investors Services in St George, UT, holding CFP® and ChFC® designations and five years of industry experience. Prior to joining MassMutual Life Insurance Company and MML Investors Services in 2026, he spent eight years at Northwestern Mutual Investment Services LLC. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved tools and also delivers educational seminars and event-driven planning programs.