Kimber Wendel Heaton

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 advisor at Heaton Financial, PC with 11 years of industry experience. He is also the owner and president of Spectra Group, Inc., where he works as a civil engineer. Heaton Financial, PC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and business entities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, managing accounts through both long-term and short-term trading strategies, including options writing and short sales.

Dallen Williams is a financial advisor at Larson Williams Wealth Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including DFPG Investments, TownSquare Capital, and Allegis Investment Advisors. Outside of his advisory role, Williams is also involved as a real estate agent with Weichert Realtors–Color Country. Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals, charitable organizations, and businesses. The firm offers tailored services including custom portfolios, model portfolios, and third-party manager allocations, managing approximately $140 million in discretionary assets.

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.

Kaden Keller is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Advanced Financial Planning LLC and Geneos Wealth Management since 2018. Keller also has experience as an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.