Dennis Ferguson is a financial advisor with Ferguson Financial Advisors in Newton, UT, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at On Investment Management CO and The O.N. Equity Sales Company from 2009 to 2023 and has operated Ferguson Financial Group LLC since 2003. In addition to advisory services, he maintains an affiliated insurance practice providing life, health, disability, long-term care, and supplemental insurance products. Ferguson Financial Advisors is an independent, state-registered advisory firm serving individual investors, including high-net-worth clients, and retirement plans. The firm offers discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services, employing a range of analysis methods and combining direct management with institutional platform strategies.

Dennis Jackson is a CFP® professional with 22 years of industry experience. He has been with Allred Jackson Financial Planning, LLC since 2011 and also serves as the managing shareholder of the accounting firm Allred Jackson, P.C. Allred Jackson Financial Planning, LLC provides fiduciary wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm integrates tax and accounting considerations into its investment strategies, leveraging its affiliation with Allred Jackson, P.C., and primarily uses mutual funds and ETFs guided by fundamental, technical, and quantitative analysis.

Dennis Jackson is a financial advisor with Allred Jackson Financial Planning, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He also manages the accounting firm Allred Jackson, P.C. and has been self-employed in farming since 1972. Allred Jackson Financial Planning, LLC provides fiduciary wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm integrates tax and accounting considerations into planning through its affiliation with the certified public accounting firm Allred Jackson, P.C.

Jace Cox is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Backbone Planning Partners LLC and previously worked at Adams Wealth Management, LLC and The Financial Insight Center. Outside of his advisory role, Cox is a part owner of Fullmarks LLC, an app for nurses, where he contributes to business development and accounting. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm manages discretionary portfolios using a range of investment vehicles and integrates business strategic and succession planning into its multi-year client engagements.

Austin Scott is a CFP® with four years of industry experience, currently serving as a financial advisor at Andina Family Offices. He has held roles at Andina since 2021 and previously worked at Canopy Tax and Weave Hq. Scott is also a registered independent field underwriter and producer of life insurance for several insurance companies. Andina Family Offices advises a diverse client base ranging from non‑high-net-worth households to family offices, offering comprehensive wealth management services including financial, estate, and tax planning, discretionary portfolio management, and consolidated reporting. The firm employs a six-step financial planning process combined with an open-architecture investment approach and oversight of third-party managers.

Dan Jessop is a financial advisor with Andina Family Offices in Logan, UT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His work history includes roles at LG Resources, Connect Financial LLC, Andina Capital Management, Core Capital Wealth Management, Adams Wealth Advisors, and Allegis Investment Services. Outside of his advisory work, he owns Jessop Insurance and Retirement Services, which involves selling various insurance products including Medicare and life insurance. Andina Family Offices serves a diverse client base ranging from non‑high-net-worth households to family offices with investable assets typically above $10 million. The firm offers comprehensive wealth management services using a six-step financial planning framework combined with discretionary portfolio management and oversight of third-party managers, employing an open-architecture investment approach.

Quinn Longhurst is a financial advisor at Andina Family Offices with one year of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo. His background also includes service in The Church of Jesus Christ of Latter-day Saints. Andina Family Offices serves a diverse client base ranging from non‑high-net-worth households to family offices with investable assets above $10 million. The firm provides comprehensive wealth management services using a structured financial planning process combined with discretionary portfolio management and oversight of third-party managers.

Eric Barlow is a financial advisor with Andina Family Offices in Logan, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Andina Capital Management, LLC since 2012. Mr. Barlow is involved as a managing member and general partner in several private investment entities, including Andina Partners, Andina Research Partners, Blue Field Income I GP, K Fund Capital Management, and Mercatus Partners. Andina Family Offices serves a diverse client base ranging from non-high-net-worth households to family offices, offering comprehensive wealth management services such as financial, estate, and tax planning, discretionary portfolio management, and consolidated reporting. The firm employs a six-step financial planning process combined with discretionary portfolio implementation and oversight of third-party managers, utilizing an open-architecture approach that includes a broad range of investment vehicles.

Ryan Bohm is a CFP® with 17 years of experience in the financial advisory industry. He currently works at Andina Family Offices and has previously held roles at Resources Investment Advisors, Core Capital Wealth Management, Allegis Investment Advisors, and Adams Wealth Advisors. Outside of his advisory work, he is involved with RMB Ventures, an S-Corp through which he owns Andina and holds a passive partnership in a franchise called Texas Care in Houston. Andina Family Offices serves a diverse client base ranging from non‑high-net-worth households to family offices, offering comprehensive wealth management services including financial, estate, and tax planning, discretionary portfolio management, and consolidated reporting. The firm employs a structured financial planning process combined with discretionary portfolio oversight and uses an open-architecture investment approach with a formal manager due-diligence program.

Timothy Murphy is a financial advisor at Connect Financial Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with DFPG Investments, ARS Investment Advisors, and Allegis Investment Services. Outside of advising, he is president of Tim Murphy Insurance, a company engaged in the sale and service of health, life, and annuity insurance products. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts with discretionary portfolio management and financial planning services. The firm manages approximately $58.6 million in assets across 443 client relationships, employing a range of investment strategies from long-term buy-and-hold to tactical trading based on fundamental, technical, and cyclical analysis.

David Ludwinski is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at The O.N. Equity Sales Company since 2007 and Ohio National Financial Services since 2002. Outside of his advisory role, he is also active as an insurance agent, selling health, life, property and casualty, fixed annuities, disability, and long-term care insurance. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Jerry Toombs is a financial advisor at Connect Financial Advisors with over 33 years of industry experience. He holds a Series 63 designation and has worked at several firms including DFPG Investments, LLC and United Planners' Financial Services of America. Outside of his advisory role, Toombs serves as Vice President of Administration for the Boy Scouts of America in Utah. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts with discretionary portfolio management and written financial planning services. The firm uses a range of investment approaches including fundamental, technical, and cyclical analysis to build tailored strategies that align with client objectives.

Allen Livingston is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Golden State Equity Partners, Allred Jackson Financial Planning, LLC, and Allstate Insurance Company. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm utilizes asset allocation, fundamental and technical analysis, third-party money managers, and a Private Direct Investments program to manage client assets.

Chad Cole is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Outside of his advisory role, Cole is active in the Preston Rotary Club, where he helps manage club projects and operations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with a client-directed, non-discretionary investment approach.

Jeffrey Anderson is a financial advisor with Transamerica Financial Advisors in Logan, UT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with firms including World Financial Group and Planning Concepts, where he serves as president. Outside of advisory work, he is involved in health insurance sales and estate planning services through his other business activities. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement advisory strategies and offers a range of program platforms such as Transamerica ONE and TFA365.

Robert Christiansen is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at The Vanguard Group, Inc. for a total of seven years across two periods. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Eric Holbrook is a financial advisor at Raymond James Financial with 12 years of industry experience. He previously worked at D.A. Davidson & Co. for 12 years before joining Raymond James in 2025. Outside of advising, he is a partner in Twin Peaks Ridge, a residential apartment ownership business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Tyler Littlefield is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Fidelity Investments and various non-investment-related positions, including operating a cleaning business. Tyler’s background spans financial services and entrepreneurial ventures. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment and planning solutions supported by an in-house research team and a large network of investment adviser representatives.

Ted Karren is a financial advisor with Edward Jones in Smithfield, UT, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Nelson is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. He previously worked at Fidelity Investments for 12 years and is currently associated with BMN Investments, LLC, where he is an owner involved in expense management. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

John Forsgren is a financial advisor with Cambridge Investment Research Advisors in Logan, UT, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, Forsgren serves on the town council and is a board member of the Mountain Valley Ranch Horse Association. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and customized investment approaches.

Clayton Mc Murdie is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he tests fitness equipment for Icon Health and Fitness in Logan, UT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large nationwide network of advisors and branch offices.

Jan Lofthouse is a financial advisor at Raymond James Financial with 24 years of industry experience. Prior to joining Raymond James in 2025, Lofthouse worked for 16 years at D.A. Davidson & Co. Outside of advisory work, Lofthouse supports financial advisor Eric Holbrook through Holbrook Wealth Strategies. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by firm research and a broad affiliate network.

Sterling Widmer is a CFP® professional with 20 years of experience, currently affiliated with MassMutual Investors Services in North Logan, UT. He has served at MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Widmer is also the owner of Atlas Wealth Management, a business involved in the sales of new financial products and servicing of existing contracts. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers a range of investment programs and educational seminars.

John Mcfarland is a financial advisor with LPL Financial in Logan, UT, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with Cub Scouts, Boy Scouts of America. LPL Financial serves a broad client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and diverse investment solutions.

Adam Andersen is a financial advisor with Ameriprise, holding a Series 66 license and having three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Cytiva and DKS LLC, and spent over a decade at Integra Financial Services. Outside of his advisory role, Andersen owns and operates a retail e-commerce business focused on home goods. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kai Schwartz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Mountain West Motor and The Church of Jesus Christ of Latter Day Saints. Outside of his advisory role, he is involved as an insurance agent selling fixed insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services such as portfolio management, financial planning, and fiduciary solutions, supported by a combination of advisor-managed accounts, model portfolios, and third-party managed programs.

Caleb Buhr is a financial advisor with Ameriprise in Logan, UT, holding a Series 66 designation and one year of industry experience. His prior roles include work at Tyson Luthi State Farm and Cache Valley Insurance, as well as experience in education and service with the Church of Jesus Christ of Latter Day Saints. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Tyler Davis is a financial advisor with Edward Jones in Logan, UT, holding the CFP® and ChFC® designations with seven years of industry experience. Prior to joining Edward Jones in 2018, he was involved in the automobile dealership business for 11 years and maintains ownership interests in several dealerships, though he is not involved in their day-to-day operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Paul Schwartz is a financial advisor with Cetera in Logan, UT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cetera Advisors LLC since 2013 and owns The Logan Agency, a fixed insurance business he founded in 1998. Outside of his advisory work, Schwartz serves as president of the North Hampton Condominium Association. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Abigail Davis is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co. and Fidelity Investments. Outside of her advisory role, she is involved in a family business breeding dogs and holds a part ownership interest in a plumbing company operated by her husband. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm primarily provides non-discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.