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.

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.

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.

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.

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.