Salt Lake City, UT 1371 East 2100 South Office

Samuel Snow is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 66 and Series 65 credentials. Prior to joining Raymond James in 2025, he spent 11 years with J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. Snow is also involved in several business ventures in Salt Lake City, serving as CEO or officer for multiple support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm offers tailored, non-discretionary advisory solutions using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Jana Berry is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Wells Fargo Advisors from 2014 to 2020 before joining Raymond James in 2020. Outside of advising, she serves as an office manager at Uinta Wealth Management in Salt Lake City. 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, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains distinctive offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Samuel Preine is a financial advisor with Raymond James Financial in Salt Lake City, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His previous roles include positions at LPL Financial, Fidelity Investments, Zions, and counseling and educational organizations. Additionally, he was involved with The Music Lodge for six years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling, supporting clients through its advisory programs and partnerships.

Jeni Millar is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Raymond James Financial in Salt Lake City, UT. Her career includes roles at Voyager Wealth Advisors and Integrated Wealth Strategies, alongside a background that features positions at North Harbor Wealth Management and Planned Security Resources. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probabilistic modeling to support client goals.

William Anderson is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Salt Lake City, UT. He previously worked at Edward Jones for 21 years before joining Raymond James and founding S.W. Anderson Financial, where he provides financial services to individuals and businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Katherine King is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and previously worked at Western Governors University, Zions Bank, and LPL Financial. Outside of her advisory role, she serves as a Registered Associate and Practice Manager for ApexFlow Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advising and SIMPLE IRA Employer Advisory programs.

Maxwell Larson is a financial advisor with Raymond James Financial Services, Inc. in Salt Lake City, UT. He holds a Series 66 designation and has three years of industry experience. His prior work history includes roles at Voyager Wealth Advisors, Level Nine Sports, and Morgan Stanley. 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, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and supports a wide advisor network through various advisory programs.

Kyra Montes is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at D.A. Davidson & Co. and several other financial firms. Outside of advisory work, she assists with customer service and facility upkeep at a health and fitness contrast therapy center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes customized, non-discretionary planning using risk profiling and analytical tools, supporting implementation through advisory programs and other providers.

Christopher Williams is a CFP® with 26 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2020. Prior to that, he spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, Williams is president of Simpatico, a support company, and holds leadership positions in several other financial advisory businesses. 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, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports both advisory programs and institutional consulting across a large network.

Trevor Hanson is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Zions Bank and LPL Financial. Outside of his advisory role, he is involved as president of ApexFlow Wealth Management LLC, focusing on branding and marketing. 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, corporations, and institutions. The firm offers tailored planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Robb Farr is a Series 66-credentialed financial advisor with 26 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Salt Lake City, Utah. He previously worked for Wells Fargo Advisors Financial Network LLC for nine years. Farr co-manages office operations and payroll for his practice through a partnership entity with an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal finance work and specialized employer advisory programs.

Christopher Belote is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Edward Jones, Intercap Lending, and International Paper. He is an owner of Financial Fairways & Greens LLC, a support company, and a 35% owner of Williams, Snow and Belote, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports a broad network of advisors with programs that include municipal and public finance services.