Kimber Heaton is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Heaton Financial, PC since 2005. Heaton holds Series 63 and Series 65 licenses and manages trustee responsibilities for two family trusts. Outside of advising, he is involved in managing family and real estate LLCs. Heaton Financial, PC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm manages over $100 million in assets through a two-advisor model, employing a range of active investment strategies including options and short sales, with regular portfolio reviews.

Levi Larson is a financial advisor with Larson Williams Wealth Advisors, LLC in Cedar City, UT, holding Series 63 and Series 65 licenses and offering 17 years of industry experience. His prior roles include positions at Townsquare Capital, Allegis Investment Services, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of his advisory work, Larson serves as a trustee for the Cedar City Hospital Foundation, assisting with decisions related to local healthcare projects and services. 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 across about 509 clients, employing a blend of fundamental, technical, and modern portfolio theory analyses to tailor investment strategies.

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.

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.

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.

Telton Hall is a financial advisor at Geneos Wealth Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Geneos Wealth Management since 2007. Outside of his advisory role, Hall is an author and online educator with Secure Solution LLC, serves on the advisory board financial planning committee for Investment Scholars, and is involved in local community leadership as president of the Depot Plaza HOA and a candidate for the Iron County School Board. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs a multi-strategy investment process combining continuous account monitoring, discretionary trading authority, and a variety of analytic techniques with offerings such as representative-managed VIP accounts, wrap programs, and third-party money manager referrals.

Travis Jacobsen is a financial advisor with LPL Financial in Kanab, UT, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Mountain America Credit Union, Zions Bank, and Chase Bank, as well as experience at Utah Tech University and in transportation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Maria Slade is a financial advisor with Edward Jones in Cedar City, UT, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Hallows & Company and Yardley Farms. Outside of financial advisory, she has managed Maria Slade Photography, providing seasonal sports team photography, and serves as secretary of Slade Farms, Inc., a hog farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its large advisor and branch network, affiliated mutual funds, and services including discretionary and non-discretionary management under a fiduciary standard.

Breck Judd is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked with Cetera since 2019. Prior to that, he was employed at State Bank of Southern Utah and Mountain America Credit Union. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of 6,825 independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Jeffrey Plumb is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI in research, and its role as a commodity pool operator and advisor to multiple registered investment companies.

Benjamin Huff is a financial advisor with Ameriprise in Cedar City, UT, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Edward Jones for 23 years before joining Ameriprise in 2021. Huff also owns and manages Legacy Park LLC, which supports the administrative needs of his financial advisory practice, and is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Whitney Whitney is a financial advisor at Cetera with one year of industry experience. Whitney holds the Series 66 designation and has prior work experience at State Bank of Southern Utah and Three Peaks Advisors. Outside of advising, Whitney is involved with CLEAN OFFICE SPACE OF THREE PEAKS ADVISORS, contributing a few hours per week. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining retirement and institutional capabilities with a broad advisory platform.

Nicholas Hensley is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013. Prior to that, he was with Mountain America Credit Union, where he continues to be involved. Outside of advisory services, he is also an insurance agent offering fixed insurance lines through Mountain America Insurance Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by in-house research, combining large-scale advisory operations with insurance and credit products through affiliated agencies.