Stephen Neeley is a financial advisor at Harold Dance Investments with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harold Dance Brokerage since 1999. Outside of his advisory work, 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 primarily on a discretionary basis and operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Braydon Barlow is a CFP® and holds a Series 65 license, with two years of industry experience. He has worked at Adams Wealth Management LLC since 2022 and has prior experience at America First Credit Union, Conservice, and Utah State University. Adams Wealth Advisors provides wealth management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as advisory services for employer-sponsored retirement plans and sub-advisory services. The firm applies a combination of quantitative, fundamental, and economic analysis to manage diversified portfolios across various asset classes and offers multiple investment strategies tailored to client needs.

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® with four years of industry experience, currently serving as a financial advisor at Harold Dance Investments. She is also a Senior Lecturer at Texas Tech University, where she teaches basic financial management topics. Her prior roles include positions at Brigham Young University-Idaho, Utah State University Extension, and Utah State University. 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 portfolios primarily managed on a discretionary basis.

Patrick Murphy is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at Adams Wealth Advisors and has previously worked at Charles Schwab Investment Advisory and CacheTech. Adams Wealth Advisors provides wealth management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as advisory and sub-advisory services to retirement plans and other registered advisers. The firm employs a multi-strategy investment approach using quantitative, fundamental, and economic analysis across various asset classes and manages both discretionary accounts and private funds.

Steven Adams is a CFP® professional with over 31 years of experience in financial advising. He is currently with Adams Wealth Advisors in Logan, Utah, where he has worked since 2017. His prior experience includes roles at Allegis Investment Advisors, Stratos Wealth Partners, Morgan Stanley, and Citigroup Global Markets. Outside of financial advising, Adams manages several business ventures spanning hospitality, real estate development, aviation management, and technology. Adams Wealth Advisors provides wealth management, portfolio management, financial and estate planning services to individual and high-net-worth clients, as well as advisory services to employer-sponsored retirement plans and registered advisers. The firm employs a diversified investment approach that combines quantitative, fundamental, and economic analysis across multiple asset classes and manages both private funds and separately managed accounts.

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 with 12 years of industry experience. He is currently with Andina Advisors, where he has worked since 2022. Prior to that, he held roles at Resources Investment Advisors, Core Capital Wealth Management, Allegis Investment Advisors, and Adams Wealth Advisors. Outside of his advisory work, he has a minority ownership interest in a non-investment related business, Tridas Air, LLC. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and institutional clients. The firm employs a diversified, policy-driven approach that includes discretionary portfolio management and sub-advisory services for private funds and structured-note strategies.

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 an advisor at Adams Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining Adams Wealth Advisors, Brooklyn was a student and worked at Utah State University. Adams Wealth Management LLC provides wealth management, portfolio management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as retirement plans and sub-advisory services. The firm employs a quantitative, fundamental, and economic analysis approach across various asset classes and manages multiple private funds alongside separately managed accounts.

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 serving at Adams Wealth Advisors in Logan, UT. His prior experience includes roles at Morgan Stanley, E*TRADE, JP Morgan Chase, Knox Capital Advisors, and KCG Securities. He is also an adjunct professor teaching an online course on personal financial planning for The American College of Financial Services. Adams Wealth Advisors provides wealth management, portfolio management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as advisory services to employer-sponsored retirement plans and sub-advisory services. The firm employs a multi-strategy investment approach that incorporates quantitative, fundamental, and economic analysis, and it operates as a Commodity Pool Operator managing multiple private funds.

Scott Leavitt is a CFP®-designated financial advisor at Adams Wealth Advisors with four years of industry experience. He has previously worked at Financial Life Advisors and Arrow Wealth Advisors, and spent five years at Brigham Young University. Adams Wealth Advisors provides wealth management, financial planning, and estate-planning services to individual and high-net-worth clients, as well as advisory services to employer-sponsored retirement plans and other registered advisers. The firm employs a quantitative, fundamental, and economic analysis approach, utilizing a variety of investment strategies across multiple asset classes and alternative investments.

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.