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. 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.

Dennis Ferguson is a financial advisor with Ferguson Financial Advisors in Newton, Utah, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at On Investment Management Co and The O.N. Equity Sales Company, and has operated Ferguson Financial Group LLC since 2003. In addition to advisory services, he is a licensed insurance agent providing life, health, disability, long-term care, and supplemental insurance products. Ferguson Financial Advisors is an independent, state-registered advisory firm serving individuals, high-net-worth clients, and businesses. The firm offers asset management, retirement plan advisory services, financial planning, consulting, and educational seminars, typically managing accounts on a discretionary basis and utilizing third-party platforms and sub-advisers.

James Vanderbeek is a financial advisor at Connect Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Keystone Wealth Advisors and several management companies. Vanderbeek is also involved in managing a non-investment related management company. Connect Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm develops customized investment policy statements and uses a combination of fundamental, technical, and cyclical analysis with both long-term and tactical strategies.

Nathan Shields is a PFS™ credentialed advisor with Connect Financial Advisors in Logan, UT. He has been with the firm since 2026 and has professional experience spanning accounting and business roles at Shields CPA, Inc. and LW Miller Companies. Prior to joining Connect Financial Advisors, he worked in retail management at AI's Sporting Goods. Connect Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm uses a combination of fundamental, technical, and cyclical analysis within long-term and tactical investment strategies tailored to client objectives and risk tolerances.

Dennis Jackson is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Allred Jackson Financial Planning, LLC since 2011. He is also the managing shareholder of the accounting firm Allred Jackson, P.C., where he has worked since 2000. Allred Jackson Financial Planning, LLC provides fiduciary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm combines investment strategies using mutual funds and ETFs with integrated tax and accounting services through its affiliation with the accounting firm Allred Jackson, P.C.

Tyler Vanderbeek is a CFP® and Series 66 licensed advisor with 17 years of industry experience. He is currently with Connect Financial Advisors, where he has worked since 2022. Prior to that, he held positions at Keystone Wealth Advisors, Keystone Properties Holdings, Vancor Inc., and has been the owner of Beeks Inc. since 2002, a non-investment related business. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts. The firm manages discretionary portfolios and provides written financial planning using a range of investment strategies, including fundamental, technical, and cyclical analysis.

Jaeden May is a CFP® with five years of industry experience, currently advising at Riley S. Crosbie Advisory, LLC. His work history includes roles at BFS Partners and Adams Wealth Management, LLC. Prior to his financial services career, he worked in education and athletics, including a position with Cache County School District and Airbound Gymnastics. Riley S. Crosbie Advisory, LLC provides portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm utilizes a combination of cyclical and fundamental analysis along with quantitative methods and modern portfolio theory to develop long-term, model-based investment strategies tailored to client risk profiles.

Shane Robbins is a financial advisor at Peak Investment Coaching, LLC with three years of industry experience. He holds a Series 65 designation. Prior to joining Peak Investment Coaching, he worked at Schreiber Foods Inc. for six years and Mattress Firm for two years. Peak Investment Coaching serves individual clients and pension plans, offering personalized, fee-based financial planning and portfolio management. The firm utilizes Matson Money for portfolio implementation and custody while advising clients on objectives, model selection, and ongoing monitoring.

David Shapiro is a financial advisor with Peak Investment Coaching, LLC in Logan, Utah, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Peak Investment Coaching since 2013 and also owns and manages Peak Insurance, LLC, where he is involved in insurance sales and services. Peak Investment Coaching serves individual clients and pension plans with personalized, fee-based financial planning and portfolio management. The firm partners with Matson Money, Inc. for portfolio implementation and custody, combining fundamental and technical analysis to tailor strategies through one-time financial plans and portfolio analyses, and offers public seminars and client workshops focused on investment education.

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.

Riley Crosbie is a CFP® with 11 years of industry experience, currently serving as an advisor at Riley S. Crosbie Advisory, LLC. He previously worked at Adams Wealth Management, LLC for eight years and Allegis Investment Advisors for two years. Outside of advising, he oversees CacheTech, a technology firm supporting RIAs. Riley S. Crosbie Advisory, LLC provides portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm uses a combination of cyclical and fundamental analysis with quantitative methods and modern portfolio theory to create long-term, model-based allocations tailored to client risk tolerance.

Adam Anderson is a financial advisor at Connect Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones and Ameriprise Financial Services. Anderson is also a general partner at Tree Line Income, LP, where he manages capital for a private fund. 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 employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and manages approximately $58.6 million in discretionary assets across about 443 client relationships.

Jordan Castleton is a financial advisor at Riley S. Crosbie Advisory, LLC dba Crosbie Financial, holding a Series 65 designation. He has one year of industry experience, including prior roles at Adams Wealth Advisors and Goldman Sachs. Riley S. Crosbie Advisory principally manages pooled and institutional-style accounts with ongoing portfolio management and complementary financial planning. The firm employs a combination of cyclical and fundamental analysis alongside modern portfolio theory and quantitative methods to construct long-term portfolios consisting of mutual funds, fixed income, ETFs, equities, and insurance products.

Trey Farrer is a financial advisor at Adams Wealth Advisors in St. George, UT, holding a Series 66 credential with one year of industry experience. Prior to joining Adams Wealth Management in 2025, he worked at Fidelity Investments and has experience in various educational roles. Adams Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, as well as employer-sponsored retirement plans and pooled investment vehicles. The firm employs quantitative, fundamental, and economic analysis to construct diversified portfolios and offers specialized services including private fund management and business succession planning.

Daniel Neeley is a financial advisor with Harold Dance Investments in Logan, Utah, holding the PFS™ designation and Series 63 and 65 licenses. He has 17 years of industry experience and has been with Harold Dance Investments since 2008. Outside of his advisory role, he serves as the managing 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 team of seven advisors managing approximately $132 million in assets. The firm constructs portfolios centered on mutual funds tailored to clients’ objectives and risk tolerance, operating as both a registered investment adviser and a FINRA-registered broker-dealer while also holding insurance licenses.

Douglas Peterson is a CFP® with nine years of experience in the financial services industry. He is currently with Adams Wealth Advisors and has previously worked at Morgan Stanley, Kovack Advisors, Kovack Securities, and Fidelity Brokerage Services. Outside of advisory work, he owns and manages a small rental property business. 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 serving as a sub-adviser to other advisers. The firm employs quantitative, fundamental, and economic analysis to manage portfolios across various asset classes, including equities, fixed income, ETFs, structured notes, options, and alternative investments.

E. Grange is a financial advisor at Beacon Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon since 2002. In addition to his advisory role, Grange is a tenured assistant professor at Utah State University’s School of Accountancy, where he teaches taxation, financial planning, retirement planning, and estate planning. He also serves as chair of the board of directors for the USU Community Credit Union. Beacon Financial Planning, LLC provides 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, typically using no-load mutual funds and ETFs.

Austin Scott is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Andina Advisors and has prior experience at Canopy Tax and Weave HQ. Outside of advisory work, he is a registered independent field underwriter and producer of life insurance for several insurance companies. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and other institutional clients. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services, with an investment approach that includes diversified allocations across equities, fixed income, ETFs, structured notes, and alternative investments.

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.