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.

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.