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.

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.

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.

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.

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.

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.

Jonathan Dursteler is a CFP®-certified financial advisor with four years of industry experience, currently serving at Soulence Wealth Management. His prior roles include positions at Darmen Group, Betterment, and LPL Financial LLC. He also works as an adjunct instructor at Utah State University and contributes to Kitces.com as a curriculum designer. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and alternative investments. The firm customizes strategies based on client objectives and risk tolerances, combining multiple analytical approaches within a continuous monitoring and rebalancing framework.

Timothy Murphy is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Connect Financial LLC, DFPG Investments, and Allegis Investment Advisors. Outside of advising, he is president of Tim Murphy Insurance, a company focused on the sales and service of health, life, and annuity insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund‑of‑funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing alongside services such as tax optimization and access to multiple third-party Model Managers.

David Ludwinski is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at The O.N. Equity Sales Company since 2007 and Ohio National Financial Services since 2002. Outside of his advisory role, he is also active as an insurance agent, selling health, life, property and casualty, fixed annuities, disability, and long-term care insurance. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Jerry Toombs is a financial advisor at Simplicity Wealth with 33 years of industry experience. He holds a Series 63 designation and has held roles at multiple firms, including Connect Financial, LLC and Allegis Investment Advisors, LLC. Outside of advising, he serves as Vice President of Administration for the Boy Scouts of America’s Cross Roads of the West BSA Council. Simplicity Wealth serves a diverse client base, including individuals, retirement plans, institutional investors, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers.

Allen Livingston is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Golden State Equity Partners, Allred Jackson Financial Planning, LLC, and Allstate Insurance Company. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm utilizes asset allocation, fundamental and technical analysis, third-party money managers, and a Private Direct Investments program to manage client assets.

Chad Cole is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Hornor, Townsend & Kent since 2013 and also maintains a longstanding role with Penn Mutual Life Insurance Company. Outside of his advisory work, he is involved in life insurance brokerage through separate agencies and participates in community service as a member of the Preston Rotary Club. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs third-party asset managers to provide customized investment solutions under a comprehensive supervisory framework.

Jeffrey Anderson is a financial advisor at Transamerica Financial Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica since 2012. Outside of his advisory role, he is involved in estate planning services through LSPN Pro, LLC, and sells health insurance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers.

Robert Christiansen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. His prior work experience includes positions at The Vanguard Group and self-employment. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Eric Holbrook is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 credentials and bringing 13 years of industry experience. He previously worked at D.A. Davidson & Co. for 12 years before joining Raymond James in 2025. Outside of advising, he is a partner in Twin Peaks Ridge, a residential apartment ownership business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports institutional consulting and portfolio management across a large advisor network.

Tyler Littlefield is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. He has prior experience at Fidelity Investments and has been involved in a cleaning business, Heaven On Earth Cleaning Services, since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by in-house and third-party research and portfolio management options.

Jarom Olson is a financial advisor with Equitable Advisors holding Series 65 and Series 63 licenses. He has approximately one year of industry experience, including prior roles at SLN Financial/Mountain Star Financial and academic positions at Utah State University and Snow College. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating largely through LPL-sponsored programs and endorsed third-party managers.

Ted Karren is a financial advisor with Edward Jones in Smithfield, UT, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Nelson is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior work includes 12 years at Fidelity Investments. He is also an owner of BMN Investments, LLC, a business focused on expense management. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individual and institutional clients with a range of portfolio management and retirement services. The firm operates a multi-manager platform offering various investment strategies and oversight across multiple program structures and custodial relationships.

Brady Murray is a CFP® professional with 20 years of industry experience, currently affiliated with MassMutual Investors Services since 2013. He serves as a national advisory board member for the Huntsman School of Business and is the founder of a nonprofit focused on supporting individuals with Down syndrome. Additionally, he is involved in multiple business ventures including disability consulting and content creation for families with disabled loved ones. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools to guide clients toward investment strategies without discretionary authority.

John Forsgren is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, Forsgren serves on the Cornish Town Council and is a board member of the Mountain Valley Ranch Horse Association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options and access to both proprietary and third-party investment strategies.

Clayton Mc Murdie is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he tests fitness equipment for Icon Health and Fitness in Logan, UT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and maintains a large nationwide network of advisors and branch offices.

Jan Lofthouse is a financial advisor with Raymond James Financial Services Advisors, Inc. in Logan, Utah, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Raymond James in 2025, Jan worked for 16 years at D.A. Davidson & Co. Outside of advisory work, Jan is an associate at Holbrook Wealth Strategies, providing support to a financial advisor in a non-investment role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm employs a non-discretionary, client-tailored approach using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sterling Widmer is a CFP® professional with 20 years of experience, currently affiliated with MassMutual Investors Services in North Logan, UT. He has served at MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Widmer is also the owner of Atlas Wealth Management, a business involved in the sales of new financial products and servicing of existing contracts. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers a range of investment programs and educational seminars.

John Mcfarland is a financial advisor with LPL Financial in Logan, Utah, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years with Waddell & Reed, Inc. Mcfarland also served as a Cub Scout leader with the Boy Scouts of America from 2013 to 2017. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Adam Andersen is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked previously at Cytiva, DKS LLC, and Integra Financial Services. Outside of advising, he owns a retail e-commerce business specializing in home goods. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kai Schwartz is a financial advisor with Cetera in Logan, UT, holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera, The Logan Agency, and a position with The Church of Jesus Christ of Latter Day Saints. He is also involved as an insurance agent selling fixed insurance products and serves as an administrative assistant at The Logan Agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers portfolio management, financial planning, and access to multiple investment platforms and third-party managers through a large nationwide network of advisors.

Caleb Buhr is a financial advisor with Ameriprise in Logan, UT, holding a Series 66 designation and one year of industry experience. His prior roles include work at Tyson Luthi State Farm and Cache Valley Insurance, as well as experience in education and service with the Church of Jesus Christ of Latter Day Saints. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Tyler Davis is a financial advisor with Edward Jones in Logan, UT, holding the CFP® and ChFC® designations with seven years of industry experience. Prior to joining Edward Jones in 2018, he was involved in the automobile dealership business for 11 years and maintains ownership interests in several dealerships, though he is not involved in their day-to-day operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Paul Schwartz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He is the owner and president of The Logan Agency, a fixed insurance business operating since 1998, and serves as president of the North Hampton Condominium Association. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated and third-party managers across various program structures.

Abigail Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Raymond James, she worked at D.A. Davidson and Fidelity Investments, among other roles. Outside of her advisory work, she is involved in a small-scale dog breeding venture with her husband and holds a passive ownership interest in a plumbing business started by her spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through a wide range of advisory programs and specialized services.