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Austin S
CFP®, Series 65
Logan, UT
Andina Advisors
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.
Dan J
Series 63, Series 65
Logan, UT
Andina Advisors
Dan Jessop is a financial advisor with Andina Advisors in Logan, UT, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His career includes roles at LG Resources, Connect Financial LLC, Core Capital Wealth Management, and Adams Wealth Advisors. Outside of his advisory work, he owns Jessop Insurance and Retirement Services, focusing on Medicare, life, and ancillary insurance products. Andina Advisors provides financial planning and investment management to individuals, retirement plans, insurance companies, and institutional clients. The firm employs diversified, policy-driven portfolios and offers discretionary and non-discretionary management, with a notable focus on private funds, pooled investment vehicles, and sub-advisory services.
Quinn L
Series 65
Logan, UT
Andina Advisors
Quinn Longhurst is a Series 65-credentialed financial advisor with two years of industry experience, currently serving at Andina Advisors. Prior to joining Andina, he worked at Wells Fargo and has a background that includes roles at Utah State University and service for The Church of Jesus Christ of Latter-day Saints. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and institutional clients. The firm emphasizes diversified, policy-driven portfolio construction and offers consulting and sub-advisory services to private funds and pooled investment vehicles.
Eric B
Series 63, Series 65
Logan, UT
Andina Advisors
Eric Barlow is a financial advisor with Andina Advisors in Logan, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has served at Andina Capital Management, LLC since 2012. Mr. Barlow is involved in several private investment entities where he holds management and operational oversight roles, including Andina Partners, Andina Research Partners, Blue Field Income I GP, K Fund Capital Management, and Mercatus Partners. Andina Advisors serves a diverse client base including high-net-worth individuals, retirement plans, insurance companies, and other institutions, providing financial planning and investment management. The firm employs diversified, policy-driven portfolios incorporating equities, fixed income, ETFs, structured notes, and alternative investments, with a notable role in managing pooled investment vehicles and private funds.
Tanner D
CFA®, Series 65
Providence, UT
Andina Advisors
Tanner Dance is a CFA® charterholder with 12 years of industry experience. He is currently with Andina Advisors, where he has worked since 2022. Prior to that, he held roles at Resources Investment Advisors, Core Capital Wealth Management, Allegis Investment Advisors, and Adams Wealth Advisors. Outside of his advisory work, he has a minority ownership interest in a non-investment related business, Tridas Air, LLC. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and institutional clients. The firm employs a diversified, policy-driven approach that includes discretionary portfolio management and sub-advisory services for private funds and structured-note strategies.
John P
Series 65
Lehi, UT
Andina Advisors
John Pennington is a financial advisor at Andina Advisors with a Series 65 designation and three years of industry experience. He has a legal background, having been the owner and principal of Pennington Law, PLLC since 2015, and has held roles at several firms including Kirkland & Ellis PLLC and Divergent Wealth Advisors, LLC. Outside of financial advising, he is involved in entrepreneurial activities including managing an e-commerce business selling beauty products and serving as a member of an LLC focused on apartment complex ownership. Andina Advisors provides financial planning and investment management services to individual clients, retirement plans, insurance companies, and other institutional clients. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting, with a focus on diversified portfolios that may include private funds and alternative investments.
Anthony A
Series 65
Providence, UT
Andina Advisors
Anthony Allen is a financial advisor at Andina Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Andina Capital Management since 2022 and Adams Wealth Management from 2017 to 2020. Outside of finance, Allen serves as Vice President and Funeral Director at Allen-Hall Mortuary, Inc., and is a board member and shareholder of Jack's Tire and Oil, Inc. Andina Advisors provides financial planning and investment management to individuals, retirement plans, insurance companies, and institutional clients. The firm employs diversified portfolio strategies that include equities, fixed income, ETFs, structured notes, and alternative investments, offering both discretionary management and advisory services.
Ginger H
Series 65
Highland, UT
Andina Advisors
Ginger Harris is a Series 65-licensed advisor at Andina Advisors with experience in business consulting and real estate. She has been active with Mores Capital, LLC since 2016 and serves as president of the Circle of Gratitude Foundation, a nonprofit that funds charitable organizations. Her background also includes roles in real estate sales and property management. Andina Advisors delivers financial planning and investment management services to individual clients, retirement plans, insurance companies, and institutional clients. The firm offers comprehensive planning, discretionary portfolio management, and consulting with a focus on diversified allocations and active involvement in pooled investment vehicles and private funds.
Ryan B
CFP®, Series 63, Series 65
Logan, UT
Andina Advisors
Ryan Bohm is a CFP® with 17 years of industry experience, currently serving at Andina Advisors. His prior roles include positions at Resources Investment Advisors, Core Capital Wealth Management, Allegis Investment Advisors and Services, and Adams Wealth Advisors. He is also a licensed agent servicing clients’ fixed annuities and life insurance policies and holds an ownership interest in Andina through RMB Ventures, which is a passive partner in a healthcare franchise. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and institutional clients. The firm employs diversified, policy-driven portfolios and offers services including discretionary management, employer retirement-plan consulting, and sub-advisory roles with private funds and pooled investment vehicles.
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