Jeffrey A. Plumb

Kimber Heaton is a CFP® professional with 30 years of experience in financial advising. He has been with Heaton Financial, PC since 2005. In addition to his advisory work, Heaton serves as a trustee for two trusts, managing assets and distributions monthly. Heaton Financial, PC offers investment advisory and financial planning services to individuals and business entities, including high-net-worth clients. The firm utilizes a blend of long-term and short-term trading strategies, combining fundamental, technical, and cyclical analysis, and manages client assets primarily on a discretionary basis.

Levi Larson is a financial advisor at Larson Williams Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TownSquare Capital, LLC and Allegis Investment Services, among others. Outside of advisory services, Larson serves as a trustee for the Cedar City Hospital Foundation and is involved in insurance sales and accounting through related local businesses. Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals, charities, and businesses. The firm emphasizes tailored advisory services and manages approximately $140 million in assets, utilizing both custom and model portfolios with fundamental and technical analysis as part of its investment approach.

David Harris is a financial advisor at HA Wealth Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including DFPG Investments, Townsquare Capital LLC, and Allegis Investment Services. Outside of advising, he serves as a board member of the Central Iron County Water Conservancy District, is a council member for the city of Enoch, Utah, and plays in a local band. HA Wealth Advisors provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a multi-method investment approach, focusing on long-term trading and diversified asset allocation across various asset classes.

Mitchell Mortensen is a Series 65 licensed financial advisor at Heaton Financial, PC with 10 years of industry experience. He is also the owner and president of Spectra Group, Inc., a civil engineering firm. Heaton Financial, PC provides investment advisory and financial planning services to individuals and business entities, using a combination of charting, fundamental, technical, and cyclical analysis alongside both long-term and short-term trading strategies. The firm manages most client assets on a discretionary basis and supports active trading through a designated trading account offering.

Dallen Williams is a financial advisor at Larson Williams Wealth Advisors, LLC in Cedar City, UT, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including DFPG Investments, TownSquare Capital, Allegis Investment Services, and Penn Mutual Life Insurance. Outside of advisory work, he is active as a real estate agent and president of a real estate holding company. Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals, charitable organizations, and businesses. The firm manages approximately $140 million in discretionary assets for about 509 clients, using a combination of custom portfolios, model portfolios, and third-party managers, with an investment approach that integrates fundamental, technical, and modern portfolio theory analyses.

Weston Adams is a financial advisor at HA Wealth Advisors Inc. in Cedar City, UT, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Townsquare Capital LLC and DFPG Investments, LLC. Outside of advisory work, he is also licensed as a life and health insurance broker. HA Wealth Advisors provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management and comprehensive financial planning. The firm employs a multi-method investment approach and may utilize third-party managers such as Townsquare Capital LLC.