Stephen Neeley is a financial advisor with Harold Dance Investments in Logan, UT, holding Series 65 and Series 63 licenses and 27 years of industry experience. He has been with Harold Dance Brokerage since 1999. Outside of his advisory role, he is a member of 360 North Main, LLC, a commercial real estate rental business. Harold Dance Investments provides portfolio management and financial planning services to individuals, trusts, charitable organizations, and business entities. The firm manages mutual fund-focused portfolios on a discretionary basis and maintains dual registration as an SEC-registered investment adviser and FINRA-registered broker-dealer.

Braydon Barlow is a Certified Financial Planner® with two years of industry experience, currently advising with Adams Wealth Advisors in Logan, Utah. His work history includes roles at Adams Wealth Management, America First Credit Union, and Utah State University. Adams Wealth Advisors offers discretionary wealth management and financial planning services to individuals, employer-sponsored retirement plans, and other investment advisers. The firm employs a combination of quantitative, fundamental, and economic analysis across a variety of actively managed investment strategies and also provides sub-advisory and business succession planning services.

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 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 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.

Mark Weaver is a financial advisor at Beacon Financial Planning, LLC with 15 years of industry experience. He holds a Series 65 designation and has previously worked at Strada Tax and Consulting and Seedstone, Inc. His activities include providing tax advice and consulting. Beacon Financial Planning, LLC offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio engineering, global diversification, and disciplined execution, serving both individual and high-net-worth clients through a modest team of five advisors.

Kristi Lyn Wilkinson is a CFP® professional with four years of industry experience, currently serving as an advisor at Harold Dance Investments. She holds designations including Series 65 and Series 63 and is also a Senior Lecturer at Texas Tech University, where she teaches basic financial management topics. Harold Dance Investments provides portfolio management and financial planning services to individuals, trusts, charitable organizations, and business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering mutual fund-focused discretionary portfolios and maintaining insurance licensing alongside advisory services.

Patrick Murphy is a CFA® charterholder with 11 years of industry experience. He is currently with CacheTech and also has experience at Adams Wealth Management, LLC and Charles Schwab Investment Advisory. CacheTech provides investment, operational, and technology services to registered investment advisers rather than individual retail clients. The firm manages approximately $672 million in discretionary assets and offers a platform that includes model management, trading, execution, billing, and account operations.

Steven Adams is a CFP® professional with 30 years of industry experience, currently serving at Adams Wealth Advisors. His prior roles include positions at Allegis Investment Advisors and Allegis Investment Services. Outside of advisory work, Adams manages several real estate development and hospitality ventures, including Bear Hollow Ranch and Inspire Capital, LLC. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as advising employer-sponsored retirement plans and acting as a sub-adviser to other advisers. The firm employs quantitative, fundamental, and economic analysis to construct diversified portfolios and offers specialized services such as private fund management and business succession planning.

Kent Haueter is a CFP® and ChFC® with 43 years of industry experience, currently serving at Harold Dance Investments since 2006. He is part of a seven-advisor team based in Logan, UT. Harold Dance Investments serves individuals, trusts, charitable organizations, and business entities, managing approximately $132 million in assets across 300 client relationships. The firm combines registered investment advisory and broker-dealer services, constructing portfolios primarily centered on mutual funds tailored to clients’ objectives and risk tolerance.

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.

Lauren Simpson is a financial advisor at Rebalance LLC in Logan, UT, holding a Series 65 designation. She has been with Rebalance since 2020 and has prior experience at Further, Gartner, The Church of Jesus Christ of Latter-day Saints, and BYU Broadcasting. Rebalance provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles. The firm uses a strategic asset-allocation framework focusing on long-term rebalancing and ETF model portfolios, managing accounts primarily on a discretionary basis.

Brooklyn Stevenson is a financial advisor at Adams Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining Adams Wealth Advisors, Brooklyn was affiliated with Utah State University for five years. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, while also advising employer-sponsored retirement plans and serving as a sub-adviser to other advisers. The firm employs quantitative, fundamental, and economic analysis to construct diversified portfolios using proprietary models and offers specialized services including private fund management and business succession planning.

Garrett Ellis is a financial advisor at Harold Dance Investments with Series 63 and Series 65 licenses. He has no prior industry experience but has been with Harold Dance Investments since 2025. Outside of his advisory role, Ellis is the managing owner of Sprinkler Pro AK, LLC, a mowing and irrigation services business, and Spruce Ridge Estates, LLC, which manages multi-family dwelling units. Harold Dance Investments serves individuals, trusts, charitable organizations, and business entities through a seven-advisor team managing approximately $132 million in assets. The firm offers portfolio management centered on mutual funds, brokerage services, and insurance products, operating as both a registered investment adviser and a FINRA-registered broker-dealer.

Robert Reay is a CFP® with eight years of industry experience, currently with Adams Wealth Advisors in Logan, UT. His prior roles include positions at Morgan Stanley, E*TRADE, and JP Morgan Chase Bank. He also serves as an adjunct professor at The American College of Financial Services, teaching an online course on personal financial planning. Adams Wealth Advisors offers discretionary wealth management and financial planning to individuals, retirement plans, other advisers, and pooled investment vehicles. The firm employs a combination of quantitative, fundamental, and economic analysis across various model strategies and manages both private funds and sub-advisory relationships.

Scott Leavitt is a CFP® with four years of industry experience, currently serving as a financial advisor at Adams Wealth Advisors. He previously worked at Financial Life Advisors and Arrow Wealth Advisors and spent five years at Brigham Young University. Adams Wealth Advisors offers discretionary wealth management and financial planning services to individuals, employer-sponsored retirement plans, other advisers, and pooled investment vehicles. The firm employs a combined quantitative, fundamental, and economic analysis approach to active portfolio management and also operates multiple private funds as a registered Commodity Pool Operator.

Aaron Neeley is a financial advisor at Harold Dance Investments with 11 years of industry experience. He holds the Series 66 designation and has been with Harold Dance Investments since 2015. Outside of his advisory role, he is a member of 360 North Main, LLC, a commercial real estate rental business. Harold Dance Investments serves individuals, trusts, charitable organizations, and business entities through a seven-advisor team managing approximately $132 million in assets. The firm offers portfolio management focused on mutual funds, brokerage services, and insurance products, operating as both a registered investment adviser and a FINRA-registered broker-dealer.

Patty Bartholomew is a financial advisor with Harold Dance Investments, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Parsonex Advisory Services and Parsonex Securities. Outside of finance, Bartholomew serves as Executive Director and Board President of Cache Youth Orchestras and is a board member of Mountain West String Academy, both organizations focused on youth orchestra education. Harold Dance Investments serves individuals, trusts, charitable organizations, and business entities through a seven-advisor team managing approximately $132 million in assets. The firm offers portfolio management centered on mutual funds and maintains dual registration as both a registered investment adviser and broker-dealer, providing a range of advisory and brokerage services.

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.

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.