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.

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.

Leo Syphus is a CFP® and ChFC® with 31 years of industry experience. He is currently with LPL Financial and previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. from 2013 to 2025. Syphus is also involved with Syphus Financial, Inc., which operates as an insurance agency in addition to supporting his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from both in-house and third-party sources.

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, UT. He holds the Series 66 designation and has been with LPL Financial since 2009. Kennedy has additional experience with Chen Financial Group, LLC, where he has been active since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

William Dobbins is a Series 66 licensed financial advisor at LPL Financial with six years of industry experience. He previously worked at CUSO Financial Services, Soltis Investment Advisors, and America First Credit Union. Outside of his advisory role, he is a business owner of Primal Cacao. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

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.

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.

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.

Perry Atkin is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC, a company within Fidelity Investments, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Randal Nicholls is a financial advisor with LPL Financial in St. George, UT, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Dustin Woodbury is a financial advisor with Charles Schwab in St. George, UT, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. In addition to his advisory role since 2015, he is a partner and part owner in several businesses, including Bullfrog Spas of Missoula and Pack It Ship It, LLC, and serves as a council member for Dixie State University's Planned Giving Advisory Council. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through a combination of non-discretionary advisory services and discretionary separately managed accounts, offering integrated brokerage, custody, and advisory solutions.

Blake Hansen is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations and bringing 25 years of industry experience. He previously worked at MML Investors Services, Inc. and MassMutual from 2003 to 2019. Hansen is also involved in private wealth management through a separate business entity. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations with a range of advisory and brokerage services. The firm offers both discretionary and non-discretionary management, utilizing research, model portfolios, and various specialized programs.