Jo Lyn Chappell is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Gradient Advisors since 2017, following a year at First National Investment Advisors. In addition to her advisory role, she owns and operates JoLyn Chappell, a wealth management and financial planning business, and volunteers as an associate director conducting recovery program courses. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a non-discretionary model that emphasizes client approval of transactions and employs multiple analytical approaches in portfolio management.

Cheri Measom is a financial advisor with Raymond James Financial, holding CFP® certification and Series 63 and 66 licenses, with 26 years of industry experience. She has worked at Raymond James Financial since 2009 and has managed her own financial planning support businesses, including Measom Financial, Inc. and Pointe Wealth Management, where she serves as branch manager. She is also involved in succession planning activities as part of a personal loans business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored non-discretionary planning and investment consulting to align with client goals and supports extensive institutional consulting and portfolio management.

Matthew Olsen is a Financial Consultant at Fidelity Investments, where he has worked since 2008. He has held various roles within the company, including Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Fixed Income Specialist, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Matthew has extensive experience in wealth planning and focuses on helping clients develop, implement, and maintain financial plans tailored to their unique needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matthew enjoys biking, camping, hiking, traveling, and spending time with his family.

Richard Weller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His prior work includes roles at Pointe Wealth Management and Fidelity Investments. Outside of advisory work, he is the owner of Chase Weller, a support company involved in branch activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through its expansive advisor network and specialized programs.

Teddy Hallows is a CFP® professional with 35 years of industry experience, currently affiliated with LPL Financial. He previously worked at Royal Alliance and HD Vest in various roles dating back to 1991. Outside of his advisory work, Hallows is involved in tax preparation and accounting through his firm, Hallows & Company, and co-owns an agricultural business in Salina, Utah. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced research tools.