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 with Ferguson Financial Advisors in Newton, Utah, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at On Investment Management Co and The O.N. Equity Sales Company, and has operated Ferguson Financial Group LLC since 2003. In addition to advisory services, he is a licensed insurance agent providing life, health, disability, long-term care, and supplemental insurance products. Ferguson Financial Advisors is an independent, state-registered advisory firm serving individuals, high-net-worth clients, and businesses. The firm offers asset management, retirement plan advisory services, financial planning, consulting, and educational seminars, typically managing accounts on a discretionary basis and utilizing third-party platforms and sub-advisers.

Nathan Shields is a PFS™ credentialed advisor with Connect Financial Advisors in Logan, UT. He has been with the firm since 2026 and has professional experience spanning accounting and business roles at Shields CPA, Inc. and LW Miller Companies. Prior to joining Connect Financial Advisors, he worked in retail management at AI's Sporting Goods. Connect Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm uses a combination of fundamental, technical, and cyclical analysis within long-term and tactical investment 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® and holds a Series 65 license with four years of industry experience. He currently works at Andina Advisors and has prior experience at Canopy Tax and Weave HQ. Outside of advisory work, he is a registered independent field underwriter and producer of life insurance for several insurance companies. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and other institutional clients. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services, with an investment approach that includes diversified allocations across equities, fixed income, ETFs, structured notes, and alternative investments.