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 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.

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 with Fidelity Investments in Saint George, UT, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked within various Fidelity entities since 2000, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is notable for its roles as a commodity pool operator, advisor to multiple registered funds, and use of AI-driven research techniques.

Randal Nicholls is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at LPL Financial since 2009 and was previously with Mutual Service Corporation from 2002 to 2009. 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.

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 ChFC® and holds a Series 66 license with 25 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and previously spent 16 years with MML Investors Services, Inc. and MassMutual. Hansen is involved with multiple investment-related businesses affiliated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Mark Mckinnon is a financial advisor with Raymond James & Associates in Saint George, UT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and charitable entities—and offers services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Armstrong is a financial advisor with LPL Financial in Saint George, UT, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Royal Alliance Associates, Sii, First Allied Advisory Services, First Allied Securities, and U.S. Bancorp Investments. Armstrong has been involved in non-variable insurance activities through his own business, Armstrong & Associates Insurance. 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 services, combining advisory platforms with various non-advisory financial activities and overseeing over $819 billion in discretionary assets across more than 22,800 advisors.

Randall Bradshaw is a CFP® with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2020. His prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. He is also president of the Upper Ellison Ditch Company, where he manages irrigation water delivery for homeowners. 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 services supported by firm research and planning tools.

Amy Wright is a financial advisor with UBS Financial Services in Hurricane, Utah, holding a Series 63 designation and 12 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she assists with administrative tasks for her spouse’s business, Roninbird LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Brent Shakespeare is a financial advisor with Raymond James Financial in St. George, UT, holding Series 63 and Series 66 designations and having 24 years of industry experience. He has worked at Raymond James since 2010 and was previously employed at Edward Jones. He is also the owner of Shakespeare Financial, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.