Tanara Wealth Management LLC

James Belliston is a CFP® with 24 years of industry experience. He is currently with Tanara Wealth Management LLC in St. Augustine, FL, where he has worked since 2026. Prior to Tanara, he was with Andina Capital Management for 13 years. Outside his advisory role, Mr. Belliston serves as a managing member and general partner in several private funds, including Andina Partners, Blue Field Income I GP, and Mercatus Partners, and consults for an events center company. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations, incorporating public equities, fixed income, ETFs, structured products, and alternative investments accessed through private funds and third-party managers.

Dalin Jewett is a financial advisor at Tanara Wealth Management LLC in Lehi, UT, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Andina Advisors, Vivint Inc., Volcanic Retail, and Brigham Young University. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and other institutional clients. The firm utilizes diversified model portfolios and customized allocations across various asset classes, managing most accounts on a discretionary basis.

Roger Lowe is a CFP® with 14 years of industry experience and currently serves at Tanara Wealth Management LLC. He has previously worked at Andina Capital Management, LLC and Coign Capital Advisors. He is also the manager of L3 Investments LLC. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations that may include equities, fixed income, ETFs, structured products, and alternative investments accessed through third-party managers and private funds.

Brock Alvord is a CFP® with four years of industry experience, currently serving at Tanara Wealth Management LLC. His prior roles include positions at Farther Finance Advisors and Coign Capital Advisors LLC. He has also worked in academic settings at Brigham Young University and Utah Valley University. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm utilizes diversified model portfolios and customized allocations, including alternative investments, typically managing accounts on a discretionary basis.

Alex Graham is a CFP® professional with five years of industry experience. He currently works at Tanara Wealth Management LLC and has held prior roles at Andina Capital Management, Allos Investment Advisors, and several other firms. Previously, he was employed at Sundance Mountain Resort and Holland America Princess, indicating experience outside the financial sector. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations, managing client accounts on a discretionary basis and incorporating a range of investment types including alternative exposures through third-party managers.

Tyler Thompson is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at Tanara Wealth Management LLC and previously was with Andina Capital Management, LLC and Andina Family Offices. Before entering finance, he had a ten-year career as a professional baseball player and now also works as a baseball hitting coach. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm uses diversified model portfolios and customized allocations, managing most accounts on a discretionary basis.

Mason Miles is a financial advisor at Tanara Wealth Management LLC with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Andina Capital Management, Fidelity Investments, and non-industry employment before joining Tanara Wealth Management. Tanara Wealth Management offers financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations across various asset classes and typically manages client accounts on a discretionary basis.