Independent, business succession planning financial advisors in Logan, UT

Douglas Langford is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Langford’s prior experience includes roles at TownSquare Capital, Portside Wealth Group, and Allegis Investment Advisors, among others. Outside of advisory work, he is the owner of Allegis Advisor Group / Capital Protection & Insurance Services, which sells fixed life insurance, annuities, and securities insurance. 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, while offering discretionary and non-discretionary services, model portfolios, and a technology platform for advisers.

Scott Grover is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Triad Wealth Partners, he worked at multiple firms including Cambridge Investment Research and Crown Capital Securities. He is also involved in insurance sales, offering life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a Turnkey Asset Management Platform, providing a range of portfolio management, model portfolios, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and offers diversified strategies across various asset classes.

Nathan Blotter is a CFP®-designated financial advisor at LPL Financial with 23 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he operates Nate Blotter & Associates, LLC, a tax preparation and accounting service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of more than 22,800 advisors.

Melissa Moss is a financial advisor with Guardian Life and holds a Series 66 designation. She has two years of industry experience and has previously worked with Park Avenue Securities and One Pacific Financial. Outside of her financial services career, she is involved in songwriting, performing, and music production through Live Gracefully Productions. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions combining discretionary management, model-based strategies, and a digital advisory platform.

Brian Thomson is a financial advisor with Beacon Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior work includes roles at Sammons Financial Network, Midland National Life Insurance Company, and Cetera Advisors LLC, among others. Beacon Capital Management provides investment advisory services primarily to retail investors through third-party financial intermediaries. The firm offers tactical, data-driven model portfolios focused on ETFs and mutual funds, serving individuals, high-net-worth clients, retirement plans, trusts, and registered investment companies.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.