Kimber Heaton is a CFP® professional with 30 years of experience in financial advising. He has been with Heaton Financial, PC since 2005. In addition to his advisory work, Heaton serves as a trustee for two trusts, managing assets and distributions monthly. Heaton Financial, PC offers investment advisory and financial planning services to individuals and business entities, including high-net-worth clients. The firm utilizes a blend of long-term and short-term trading strategies, combining fundamental, technical, and cyclical analysis, and manages client assets primarily on a discretionary basis.

Levi Larson is a financial advisor at Larson Williams Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TownSquare Capital, LLC and Allegis Investment Services, among others. Outside of advisory services, Larson serves as a trustee for the Cedar City Hospital Foundation and is involved in insurance sales and accounting through related local businesses. Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals, charities, and businesses. The firm emphasizes tailored advisory services and manages approximately $140 million in assets, utilizing both custom and model portfolios with fundamental and technical analysis as part of its investment approach.

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.

Mitchell Mortensen is a Series 65-licensed advisor at Heaton Financial, PC with 11 years of industry experience. He is also the owner and president of Spectra Group, Inc., where he works as a civil engineer. Heaton Financial, PC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and business entities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, managing accounts through both long-term and short-term trading strategies, including options writing and short sales.

Dallen Williams is a financial advisor at Larson Williams Wealth Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including DFPG Investments, TownSquare Capital, and Allegis Investment Advisors. Outside of his advisory role, Williams is also involved as a real estate agent with Weichert Realtors–Color Country. Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals, charitable organizations, and businesses. The firm offers tailored services including custom portfolios, model portfolios, and third-party manager allocations, managing approximately $140 million in discretionary assets.

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 with Geneos Wealth Management, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Geneos Wealth Management since 2007 and operates Advanced Financial Planning LLC. Outside of his advisory role, Hall is an author and online educator through Secure Solution LLC, serves on the advisory board financial planning committee for Investment Scholars, and is involved in local governance as president of the Depot Plaza HOA and a candidate for the Iron County School Board. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients, managing over $5.5 billion in assets. The firm offers financial planning, portfolio management, and referrals to third-party money managers, employing a range of strategies from fundamental and technical analysis to tactical asset allocation through customized accounts and model-based platforms.

Jessica Dior is a financial advisor with Empower Advisory Group in Cedar City, UT. She holds Series 63 and Series 66 designations and has seven years of industry experience. Her prior experience includes roles at Morgan Stanley and E*TRADE Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Travis Jacobsen is a financial advisor with LPL Financial in Cedar City, UT, holding a Series 66 license and possessing one year of industry experience. His prior work includes roles at Mountain America Credit Union, Zions Bank, Chase Bank, and Utah Tech University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2019 and has been affiliated with the State Bank of Southern Utah since 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Jeffrey Plumb is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked across various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves multiple registered investment companies and delivers model portfolios through systematic methodologies.

Benjamin Huff is a financial advisor with Ameriprise in Cedar City, UT, holding Series 63 and Series 65 certifications and bringing 25 years of industry experience. He previously worked at Edward Jones for 18 years before joining Ameriprise in 2021. Outside of advising, he manages Legacy Park LLC, a business focused on the administrative aspects of running his financial practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Whitney Whitney is a financial advisor at Cetera with one year of industry experience. Prior to joining Cetera, Whitney worked at the State Bank of Southern Utah and Three Peaks Advisors, and has experience outside finance working at Pizza Factory. Whitney also provides office cleaning services part-time for Three Peaks Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various model portfolios and program platforms.

Connor Hamblin is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Life Insurance Company. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models, including third-party asset managers and LPL-sponsored programs, serving a broad client base through a network of Investment Adviser Representatives.

Nicholas Hensley is a financial advisor with LPL Financial in Cedar City, Utah, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2013 and has been associated with Mountain America Credit Union since 2011. His other business activities include serving as an insurance agent offering fixed lines through Mountain America Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing a broad range of strategies and tools across its extensive network of advisors.