Allen W Livingston

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. 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.

Dennis Ferguson is a financial advisor at Ferguson Financial Advisors in Newton, Utah, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including On Investment Management Co and The O.N. Equity Sales Company. In addition to advisory services, he is involved in insurance sales, offering life, health, disability, long-term care, and supplemental insurance products. Ferguson Financial Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses, including limited-scope ERISA 3(21) fiduciary services for retirement plans. The firm implements portfolios primarily through institutional platforms and outside managers, using multiple analysis methods and emphasizing asset allocation and rebalancing.

Nathan Shields is a PFS™ credentialed advisor with Connect Financial Advisors in Logan, UT. He has been with the firm since 2026 and also has experience running Shields CPA, Inc. since 2016. Prior to joining the firm, he worked in retail at AI's Sporting Goods and in real estate at LW Miller Companies. Connect Financial Advisors provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm manages accounts under discretionary authority using a blend of long-term and tactical strategies tailored to client objectives and risk tolerances.

Dennis Jackson is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Allred Jackson Financial Planning, LLC since 2011. He is also the managing shareholder of the accounting firm Allred Jackson, P.C., where he has worked since 2000. Allred Jackson Financial Planning, LLC provides fiduciary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm combines investment strategies using mutual funds and ETFs with integrated tax and accounting services through its affiliation with the accounting firm Allred Jackson, P.C.

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.

Austin Scott is a CFP® professional with five years of experience currently serving at Andina Advisors in Logan, UT. His prior roles include positions at Canopy Tax and Weave HQ. He is also an independent field underwriter and producer of life insurance for several companies. Andina Advisors offers financial planning and investment management services to individuals, retirement plans, insurance companies, and institutional clients. The firm employs diversified portfolio strategies and provides consulting and sub-advisory services to private funds and pooled investment vehicles.