Rowdee Taylor is a financial advisor at Portfolio Medics, LLC with two years of industry experience. He holds a Series 65 designation and has worked in insurance and human resources roles outside of his advisory practice, including ownership of Taylor Insurance and Investments and serving as HR Manager at Fierce Firearms. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations, utilizing a range of portfolio strategies that combine fundamental, technical, and cyclical analysis.

Jaden Gurney is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He previously worked at Zions Bancorporation and LPL Financial before joining Raymond James. Outside of his advisory role, he owns a cattle operation and manages a wealth management support company focused on branding and marketing. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools to support client decision-making.

Colby Young is a CFP®-designated financial advisor with LPL Financial, based in Richfield, UT, and has 13 years of industry experience. He has been with LPL Financial and Mountain American Credit Union since 2013. Outside of his advisory work, he is a co-owner of Among the Young, LLC, a non-investment-related business. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Natalie Sorensen is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. Her prior roles include 11 years at Parkland Securities, LLC, and over three decades running Sorensen Investment & Tax Consulting Inc. She is also involved in a non-variable insurance business, Sorensen, Winn and Associates. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

Lisa Jensen is a financial advisor at Edward Jones in Richfield, UT, holding a Series 66 license with eight years at Edward Jones and a total of ten years in the finance industry. Prior to joining Edward Jones, she worked five years at Canyonlands Healthcare. She serves as a board member for Canvas Guy LLC, a business owned by her husband. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Hank Robins is a financial advisor with Edward Jones in Richfield, UT, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he is involved in several entrepreneurial ventures, including ownership roles in agricultural operations and local business franchises. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Ross Taylor is a financial advisor with Cetera, holding a Series 66 license and three years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has held teaching and coaching roles at Snow College since 2022, including serving as the head women's wrestling coach and adjunct faculty in the business department. Cetera Investment Advisers LLC is an SEC-registered firm supporting a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform, with assets totaling over $256 billion and more than 10,000 advisors nationwide.

Marshall Okerlund is a financial advisor at Raymond James Financial with a Series 65 credential and one year of industry experience. His prior roles include positions at ApexFlow Wealth Management, Ignite Planners LLC, and Atlas Investment Management. Outside of finance, he has experience in education, having worked at North Sevier High School and participated in a service mission. 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, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals utilizing analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

Cynthia Williams is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. She has worked at several firms including Avantax Advisory Services and Stewards Planning Group. Outside of her advisory roles, she is the owner and CEO of Dieterich Publishing LLC, where she publishes fantasy and thriller novels as an independent author. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing advisors access to affiliated and third-party managers and various program structures.

Landon Winn is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Parkland Securities, LLC and Sorenson Investment & Tax. Outside of his advisory work, he is involved in tax and investment consulting through Sorensen's Investment & Tax Consulting Inc. and serves as a notary. 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 supports a broad range of investment approaches and operates one of the largest advisory networks in the industry.