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 financial advisor at Heaton Financial, PC with 10 years of industry experience. He is also the owner and president of Spectra Group, Inc., a civil engineering firm. Heaton Financial, PC provides investment advisory and financial planning services to individuals and business entities, using a combination of charting, fundamental, technical, and cyclical analysis alongside both long-term and short-term trading strategies. The firm manages most client assets on a discretionary basis and supports active trading through a designated trading account offering.

Dallen Williams is a financial advisor at Larson Williams Wealth Advisors, LLC in Cedar City, UT, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including DFPG Investments, TownSquare Capital, Allegis Investment Services, and Penn Mutual Life Insurance. Outside of advisory work, he is active as a real estate agent and president of a real estate holding company. Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals, charitable organizations, and businesses. The firm manages approximately $140 million in discretionary assets for about 509 clients, using a combination of custom portfolios, model portfolios, and third-party managers, with an investment approach that integrates fundamental, technical, and modern portfolio theory analyses.

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 holding Series 66 and Series 63 designations and seven years of industry experience. Prior to joining Empower Advisory Group, she worked at Morgan Stanley for two years and held several roles at E*TRADE Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients' savings rates in its planning service and supports a large participant base relative to its advisor headcount.

Travis Jacobsen is a financial advisor with LPL Financial based in Cedar City, Utah. He holds a Series 66 designation and has one year of industry experience. His prior positions include roles at Mountain America Credit Union, Zions Bank, Chase Bank, and Utah Tech University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

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 licenses and has been associated with various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI in research, and its role as a commodity pool operator and advisor to multiple registered investment companies.

Benjamin Huff is a financial advisor with Ameriprise in Cedar City, UT, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Edward Jones for 23 years before joining Ameriprise in 2021. Huff also owns and manages Legacy Park LLC, which supports the administrative needs of his financial advisory practice, and is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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 with Equitable Advisors in Cedar City, UT, holding a Series 66 designation and four years of industry experience. His previous roles include positions at Northwestern Mutual Life Insurance Company and several other organizations across different sectors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Nicholas Hensley is a financial advisor with LPL Financial in Cedar City, UT, holding a Series 66 designation and bringing 12 years of industry experience. He has been with LPL Financial since 2013 and also maintains a role at Mountain America Credit Union. Outside of advisory work, he is involved as an insurance agent with Mountain America Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and technology solutions.