Independent financial advisors working with executives 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 credentials and has worked at firms including Portside Wealth Group, TownSquare Capital, and Allegis Investment Advisors. In addition to his advisory roles, he has been the owner of Allegis Advisor Group / Capital Protection & Insurance Services since 2003, selling 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, as well as other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, and offers model portfolios monitored and rebalanced regularly, along with advisory technology and operational services for other 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. His prior roles include positions at Cambridge Investment Research and several advisory and securities firms. He is also involved in insurance sales through Choules Financial, focusing on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process centered on strategic asset allocation and offers sub-advisory management, operational support, and financial planning services.

Nathan Blotter is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2002. He operates a tax preparation and accounting business under Nate Blotter & Associates, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives, offering a range of financial planning and advisory programs with both discretionary and non-discretionary management options.

Melissa Moss is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance during her career. Outside of finance, Melissa is involved in songwriting, performing, and music production through her business, Live Gracefully Productions. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using in-house and third-party models, alongside financial planning and retirement consulting.

Brian Thomson is a financial advisor with Beacon Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior work includes roles at Sammons Financial Network, Midland National Life Insurance Company, and Cetera Advisors LLC. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering 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 broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

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.