David Vinton Ludwinski

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.

James Vanderbeek is a financial advisor at Connect Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Keystone Wealth Advisors and several management companies. Vanderbeek is also involved in managing a non-investment related management company. Connect Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm develops customized investment policy statements and uses a combination of fundamental, technical, and cyclical analysis with both long-term and tactical strategies.

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.

Tyler Vanderbeek is a CFP® and Series 66 licensed advisor with 17 years of industry experience. He is currently with Connect Financial Advisors, where he has worked since 2022. Prior to that, he held positions at Keystone Wealth Advisors, Keystone Properties Holdings, Vancor Inc., and has been the owner of Beeks Inc. since 2002, a non-investment related business. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts. The firm manages discretionary portfolios and provides written financial planning using a range of investment strategies, including fundamental, technical, and cyclical analysis.