Salt Lake City, UT One South Main Street Office

Christopher Allen is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. He has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for 16 years, as well as Wells Fargo Investments for four years. Outside of his advisory role, Allen is a part owner of a local auto dealership, Luxury Motors Direct. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives.

Blake Nelson is a Certified Financial Planner (CFP®) associated with LPL Financial, based in Salt Lake City, UT, with 22 years of industry experience. He has worked at LPL Financial since 2015, following roles at VOYA Financial Advisors, CUNA Brokerage Services, OneAmerica Securities, Insphere Securities, and Allegis Advisors. Outside of finance, he owns and operates Nelson Lawn Care, a family-run lawn care 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 advisory and brokerage services, utilizing various investment models and strategies supported by technology and a broad platform that includes insurance and banking partnerships.

Timothy Masias is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he has been with Zions Bank since 2015. Based in Salt Lake City, UT, he combines his background in banking with his current advisory role. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor tools such as machine learning.

Sarah Hinman is a financial advisor with LPL Financial in Salt Lake City, holding the CFP® and PFS™ designations along with a Series 65 license. She has 10 years of industry experience, including prior roles at Fiducient Advisors LLC and Trinity Financial Advisors, LLC. Outside of advisory work, she was involved in the retail business Embellish Boutique for six years. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and institutional platforms.

David Shipley is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and Zions Bank in Salt Lake City, UT, and has held prior roles at J.P. Morgan Securities, Chase Investment Services, Woodbury Financial Services, and Northwestern Mutual Investment Management. Shipley also serves as a Provo City Council member and works as an adjunct professor teaching online finance courses. 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 offers a range of financial planning and asset management solutions, supported by a large network of investment adviser representatives and a broad suite of technology and operational tools.

Gage Loftin is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Complete Retirement Solutions Group. Loftin is also involved with Zions Wealth Advisors, an LPL-related entity. 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 extensive research and technology tools.

Aaron Crocker is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Zions Bank, Zions Direct, Inc., University of Utah Healthcare, and Wells Fargo Clearing Services. Outside of his advisory role, Crocker operates a photography 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jess Hansen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Fidelity Investments for 18 years and has been affiliated with both LPL Financial and Zions Bank since 2017. Hansen also teaches online courses at Brigham Young University. 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 advisory services through its extensive network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Matthew Lauritzen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining LPL Financial and Zions Bank in 2024. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Allison Osgood is a Series 66 licensed financial advisor with nine years of industry experience. She is currently affiliated with LPL Financial in Salt Lake City, UT, and has previously worked at U.S. Bancorp Investments, Securities America, and Smedley Financial Services. 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 technology and a large network of investment adviser representatives.

Weston Morley is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Zions Bank, Fidelity Investments, BancWest Investment Services, and Bank of the West. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers diverse advisory solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Briggin Bluemel is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he has worked at Morgan Stanley, Zions Bancorporation, and Stifel. Outside of his advisory role, he officiates football games with the Sheridan Football Officials Association. 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 portfolios, third-party asset management, and institutional platforms.

Tami Tingey is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials. She has 12 years of industry experience, including roles at Zions Bank and Zions Capital Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with various non-advisory financial services.

Jake Arbon is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Northwestern Mutual, Vivint, and Brigham Young University. 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 management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Harrison Smith is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His previous roles include positions at Zions Bank, Zions Direct, and Wells Fargo Clearing. 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, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.