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Austin S
CFP®, Series 65
Logan, UT
Andina Advisors
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.
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 and holds a Series 65 license with 11 years of industry experience. He has worked with several firms, including Andina Capital Management, Resources Investment Advisors, Core Capital Wealth Management, Allegis Investment Advisors, and Adams Wealth Advisors. Outside of his advisory roles, he is a 2.5% owner and member of Tridas Air, LLC, a non-investment business. Andina Advisors provides financial planning and investment management services to individual clients, retirement plans, insurance companies, and institutional clients. The firm offers comprehensive planning and discretionary portfolio management, with a focus on diversified allocations and involvement in private funds and pooled investment vehicles.
John P
Series 65
Lehi, UT
Andina Advisors
John Pennington is a financial advisor at Andina Advisors with a Series 65 credential and two years of industry experience. He is also the owner and principal of Pennington Law, PLLC, a law firm he has operated since 2015, and the owner and principal of Alt Alchemy LLC. Additionally, he is involved in e-commerce through NailDrop LLC, an online beauty products company. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and other institutions. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services, with a focus on diversified investment strategies and active involvement in pooled investment vehicles and private funds.
Anthony A
Series 65
Providence, UT
Andina Advisors
Anthony Allen is a financial advisor at Andina Advisors with eight years of industry experience. He holds a Series 65 credential and has worked at Andina Capital Management since 2022 and Adams Wealth Management from 2017 to 2020. Outside of his advisory role, Allen serves as a funeral director and vice president at Allen-Hall Mortuary and is a board member and shareholder at Jack's Tire and Oil, Inc. Andina Advisors offers financial planning and investment management services to individual clients, retirement plans, insurance companies, and other institutional clients. The firm employs diversified portfolio strategies that integrate fundamental, technical, and macro analysis, and it provides consulting and sub-advisory services to private funds and pooled investment vehicles.
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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