Your IA, LLC

George Gadzik is a Series 65 licensed advisor with Your IA, LLC, bringing two years of industry experience. He previously worked at The Partners Wealth Management, SCF Investment Advisors, INC., and Ash Creek Financial. Outside of advisory roles, he has been involved in insurance and annuity sales as a licensed agent. Your IA, LLC is an SEC-registered advisory firm providing investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm constructs customized portfolios using model strategies and third-party managers, offering both discretionary and non-discretionary mandates.

Christopher Felton is a financial advisor at Your IA, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at various firms including Financial Independence Group, Common Sense Financial, and United Planners. Felton is also an author and speaker, having written two books focused on personal finance and couples’ money management. Your IA, LLC is an SEC-registered advisory firm that provides investment advisory and financial planning services to individuals, families, trusts, institutions, and similar clients. The firm constructs customized portfolios using model strategies and third-party managers, maintaining trading authority even when delegating portfolio management.

Kyle Schilling is an advisor at Your IA, LLC with a Series 65 credential and no prior experience in the financial industry. Before joining the firm, he worked as a registered nurse at Nursa and Rocky Mountain Care. Your IA, LLC is an SEC-registered advisory firm that provides financial planning and investment advisory services to individuals, families, trusts, and institutions. The firm constructs customized portfolios and uses third-party platforms and sub-advisors to implement investment strategies.

Lam Giang is a financial advisor at Your IA, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. He is also president of DLE Alliance Inc., a company involved in sales of insurance and non-insurance products. Your IA, LLC is an SEC-registered advisory firm offering investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm provides customized portfolio management through discretionary and non-discretionary mandates, utilizing third-party platforms and sub-advisors.

Casey Hales is a financial advisor at Your IA, LLC with a Series 65 credential and no prior industry experience. Before joining the advisory field, Casey worked in various roles including insurance production with Experior Financial Group and held management positions in multiple small businesses in Utah. Your IA, LLC is an SEC-registered investment advisory firm serving individuals, families, trusts, and institutions. The firm offers customized portfolio management using third-party platforms and sub-advisors, providing both discretionary and non-discretionary services.

Jason Wiseman is a financial advisor at Your IA, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Partners Wealth Management and SCF Securities, Inc. Outside of his advisory role, he serves as president of the nonprofit Courage Under Cancer and is involved in a pest control business, Jax Pro Services Ltd. Your IA, LLC is an SEC-registered advisory firm providing customized investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm uses model portfolios and third-party managers to tailor strategies that align with client goals and risk tolerances, maintaining trading authority even when delegating portfolio management.

Garrett Allen is an investment advisor at Your IA, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Summit Global Investments, and Soltis Investment Advisors. Outside of his advisory work, he is involved in technical support for events and broadcasts at The Church of Jesus Christ of Latter-day Saints and provides freelance technical theatre services. Your IA, LLC is an SEC-registered firm offering investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm constructs customized portfolios using model strategies and third-party managers, maintaining trading authority even when delegating portfolio management.

William Billings is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 33 years of industry experience. His career includes roles at World Financial Group and Select Health, as well as involvement in political campaigns for the Utah State House of Representatives. Outside of advisory work, he is associated with WealthWave, a marketing co-brand company, and has managed Billings Rentals, handling property maintenance. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily uses model portfolios and third-party managers, supported by an integrated retirement plan ecosystem and affiliated mutual fund and insurance products.

Victoria Coleman is a financial advisor at Your IA, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and Smith Orloff Associates. Outside of her advisory role, she is involved as a field staff member with the Church of Scientology, assisting friends and family with self-improvement resources. Your IA, LLC is an SEC-registered advisory firm that provides investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm offers customized portfolio construction using model portfolios and third-party managers, retaining trading authority while delegating management as needed.

William Richards is a financial advisor at Osaic with 43 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Transamerica Financial Advisors and World Financial Group. Richards also owns and operates two companies specializing in life insurance and fixed annuities. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process that integrates risk-tolerance assessments with portfolio optimization tools and offers a wide range of investment options and advisory programs.

Kory Hernandez is a financial advisor with Your IA, LLC and holds a Series 65 designation. He has worked in the financial industry since 2020, including roles with Northwestern Mutual, LPL Financial, and Zions Bancorporation. Your IA, LLC is a fee-only investment adviser managing $106 million in assets and serving individuals, families, trusts, and institutions. The firm uses third-party investment models accessed through the Orion Communities platform and maintains an advisor-centric structure with affiliations to insurance and technology service companies.

Colby Haupt is a financial advisor with Your IA, LLC and holds Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at Summit Global Investments, Fidelity Brokerage Services, and Zion Wealth Advisors. Outside of advisory work, he is involved with Fellowship Consulting LLC, a consulting business. Your IA, LLC is an SEC-registered advisory firm that provides investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm creates customized portfolios using model strategies and third-party managers, and offers both discretionary and non-discretionary mandates.

Gary Fielding is a financial advisor with Your IA, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked previously at Transamerica Financial Advisors, Inc. and has been involved with Maverick Overhead Doors LLC as a manager. Outside of advisory work, he manages operations at a garage door sales and service business. Your IA, LLC is an SEC-registered advisory firm that provides customized investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm utilizes model portfolios and third-party managers, conducting due diligence and maintaining trading authority even when delegating portfolio management.

Alan Choi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at companies such as K&C LLC and LSPN Pro, LLC. Outside of his advisory work, he serves as a redesign coordinator for a leadership training program and provides financial consulting services to a restaurant owner. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms and a large advisor network.

Karen Ricketts is a financial advisor at Your IA, LLC with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Wealth Management Company, Madison Avenue Securities, and Edward Jones. Your IA, LLC is an SEC-registered advisory firm that provides investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm offers customized portfolio construction and implements strategies using model portfolios and third-party managers, maintaining trading authority even when delegating portfolio management.