Natalie Sorensen

Rowdee Taylor is a financial advisor at Portfolio Medics, LLC with two years of industry experience. He holds a Series 65 designation and is also the owner of Taylor Insurance and Investments, where he transacts in insurance products including annuities. Additionally, he serves as an HR Manager for Fierce Firearms. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non‑high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Jaden Gurney is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. Prior to joining Raymond James in 2024, he worked at Zions Bancorporation and LPL Financial for nine years. Outside of advisory work, he owns and operates J Diamond Cattle Company, a cattle farming business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.

Colby Young is a CFP®-certified financial advisor with 13 years of experience, currently serving clients through LPL Financial in Richfield, Utah. He has been with LPL Financial since 2013 and also works with Mountain American Credit Union. Outside of his advisory role, he is a co-owner of Among the Young, LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team that develops model portfolios and strategic implementations.

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 in Richfield, Utah, holding a Series 66 designation and two years of industry experience. He has been affiliated with Cetera and related entities since 2023. Outside of advising, Taylor serves as the head women's wrestling coach and adjunct faculty member in the business department at Snow College. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple investment platforms and a combination of retirement and institutional capabilities.