Allen Livingston

Dennis Ferguson is a financial advisor with Ferguson Financial Advisors in Newton, UT, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at On Investment Management CO and The O.N. Equity Sales Company from 2009 to 2023 and has operated Ferguson Financial Group LLC since 2003. In addition to advisory services, he maintains an affiliated insurance practice providing life, health, disability, long-term care, and supplemental insurance products. Ferguson Financial Advisors is an independent, state-registered advisory firm serving individual investors, including high-net-worth clients, and retirement plans. The firm offers discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services, employing a range of analysis methods and combining direct management with institutional platform strategies.

Dennis Jackson is a CFP® professional with 22 years of industry experience. He has been with Allred Jackson Financial Planning, LLC since 2011 and also serves as the managing shareholder of the accounting firm Allred Jackson, P.C. Allred Jackson Financial Planning, LLC provides fiduciary wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm integrates tax and accounting considerations into its investment strategies, leveraging its affiliation with Allred Jackson, P.C., and primarily uses mutual funds and ETFs guided by fundamental, technical, and quantitative analysis.

Dennis Jackson is a financial advisor with Allred Jackson Financial Planning, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He also manages the accounting firm Allred Jackson, P.C. and has been self-employed in farming since 1972. Allred Jackson Financial Planning, LLC provides fiduciary wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm integrates tax and accounting considerations into planning through its affiliation with the certified public accounting firm Allred Jackson, P.C.

Jace Cox is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Backbone Planning Partners LLC and previously worked at Adams Wealth Management, LLC and The Financial Insight Center. Outside of his advisory role, Cox is a part owner of Fullmarks LLC, an app for nurses, where he contributes to business development and accounting. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm manages discretionary portfolios using a range of investment vehicles and integrates business strategic and succession planning into its multi-year client engagements.

Austin Scott is a CFP® with four years of industry experience, currently serving as a financial advisor at Andina Family Offices. He has held roles at Andina since 2021 and previously worked at Canopy Tax and Weave Hq. Scott is also a registered independent field underwriter and producer of life insurance for several insurance companies. Andina Family Offices advises a diverse client base ranging from non‑high-net-worth households to family offices, offering comprehensive wealth management services including financial, estate, and tax planning, discretionary portfolio management, and consolidated reporting. The firm employs a six-step financial planning process combined with an open-architecture investment approach and oversight of third-party managers.

Dan Jessop is a financial advisor with Andina Family Offices in Logan, UT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His work history includes roles at LG Resources, Connect Financial LLC, Andina Capital Management, Core Capital Wealth Management, Adams Wealth Advisors, and Allegis Investment Services. Outside of his advisory work, he owns Jessop Insurance and Retirement Services, which involves selling various insurance products including Medicare and life insurance. Andina Family Offices serves a diverse client base ranging from non‑high-net-worth households to family offices with investable assets typically above $10 million. The firm offers comprehensive wealth management services using a six-step financial planning framework combined with discretionary portfolio management and oversight of third-party managers, employing an open-architecture investment approach.