Dennis Ferguson is a financial advisor with Ferguson Financial Advisors in Newton, UT, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at On Investment Management CO and The O.N. Equity Sales Company from 2009 to 2023 and has operated Ferguson Financial Group LLC since 2003. In addition to advisory services, he maintains an affiliated insurance practice providing life, health, disability, long-term care, and supplemental insurance products. Ferguson Financial Advisors is an independent, state-registered advisory firm serving individual investors, including high-net-worth clients, and retirement plans. The firm offers discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services, employing a range of analysis methods and combining direct management with institutional platform strategies.

James Vanderbeek is a financial advisor with Connect Financial Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Keystone Wealth Advisors and long-term involvement with Vancor, Inc. Outside of his advisory work, he is engaged with Vanel Management, LLC, a management company. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts with discretionary portfolio management and written financial planning services. The firm manages approximately $58.6 million in discretionary assets across about 443 client relationships, employing a range of investment strategies from long-term buy-and-hold to tactical trading based on fundamental, technical, and cyclical analysis.

Dennis Jackson is a CFP® professional with 22 years of industry experience. He has been with Allred Jackson Financial Planning, LLC since 2011 and also serves as the managing shareholder of the accounting firm Allred Jackson, P.C. 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 its investment strategies, leveraging its affiliation with Allred Jackson, P.C., and primarily uses mutual funds and ETFs guided by fundamental, technical, and quantitative analysis.

Tyler Vanderbeek is a CFP® and Series 66 licensed advisor with 17 years of industry experience. He is currently with Connect Financial Advisors, where he has worked since 2022. Prior to that, he held positions at Keystone Wealth Advisors, Keystone Properties Holdings, Vancor Inc., and has been the owner of Beeks Inc. since 2002, a non-investment related business. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts. The firm manages discretionary portfolios and provides written financial planning using a range of investment strategies, including fundamental, technical, and cyclical analysis.

Jaeden May is a CFP® and holds a Series 65 license, with experience in financial advisory roles since 2018. He has worked at multiple firms, including Adams Wealth Management, LLC and BFS Partners, before joining Riley S. Crosbie Advisory, LLC dba Crosbie Financial. Prior to his advisory career, he spent time in education with the Cache County School District and in gymnastics instruction at Airbound Gymnastics. Crosbie Financial manages pooled and institutional-style accounts with an investment approach that combines cyclical and fundamental analysis alongside modern portfolio theory. The firm primarily employs long-term trading strategies using mutual funds, fixed-income securities, ETFs, and other financial products, providing discretionary portfolio management and financial planning services.

Shane Robbins is a financial advisor at Peak Investment Coaching, LLC in Logan, UT, holding a Series 65 designation with two years of industry experience. Prior to joining Peak Investment Coaching, he worked at Schreiber Foods Inc. and Mattress Firm. Peak Investment Coaching serves individual clients and pension plans by providing personalized, fee-based financial planning and portfolio management. The firm relies on Matson Money for trading discretion and custody while advising clients on objectives, model selection, and ongoing monitoring, and offers educational seminars and workshops uncommon among its peers.

David Shapiro is a financial advisor with Peak Investment Coaching, LLC in Logan, Utah, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Peak Investment Coaching since 2013 and also owns and manages Peak Insurance, LLC, where he is involved in insurance sales and services. Peak Investment Coaching serves individual clients and pension plans with personalized, fee-based financial planning and portfolio management. The firm partners with Matson Money, Inc. for portfolio implementation and custody, combining fundamental and technical analysis to tailor strategies through one-time financial plans and portfolio analyses, and offers public seminars and client workshops focused on investment education.

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.

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. Outside of his advisory role, Cox is a part owner of Fullmarks LLC, an app for nurses, where he contributes to business development and accounting. 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.

Riley Crosbie is a CFP® with 10 years of industry experience, currently leading Riley S. Crosbie Advisory, LLC dba Crosbie Financial. Prior to founding his firm in 2025, he worked at Adams Wealth Management, LLC for eight years and Allegis Investment Advisors for two years. He is the owner of CacheTech, a technology company that supports RIAs. Crosbie Financial primarily manages pooled and institutional-style accounts, providing ongoing portfolio management alongside financial planning. The firm combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, employing long-term trading strategies across a range of securities, and maintains an explicit affiliation with the insurance industry through a licensed insurance agent within the firm.

Adam Anderson is a financial advisor at Connect Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones and Ameriprise Financial Services. Anderson is also a general partner at Tree Line Income, LP, where he manages capital for a private fund. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts with discretionary portfolio management and written financial planning services. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and manages approximately $58.6 million in discretionary assets across about 443 client relationships.

Jordan Castleton is a financial advisor at Riley S. Crosbie Advisory, LLC dba Crosbie Financial, holding a Series 65 designation. He has one year of industry experience, including prior roles at Adams Wealth Advisors and Goldman Sachs. Riley S. Crosbie Advisory principally manages pooled and institutional-style accounts with ongoing portfolio management and complementary financial planning. The firm employs a combination of cyclical and fundamental analysis alongside modern portfolio theory and quantitative methods to construct long-term portfolios consisting of mutual funds, fixed income, ETFs, equities, and insurance products.

Trey Farrer is a financial advisor at Adams Wealth Advisors in St. George, UT, holding a Series 66 credential with one year of industry experience. Prior to joining Adams Wealth Management in 2025, he worked at Fidelity Investments and has experience in various educational roles. Adams Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, as well as employer-sponsored retirement plans and pooled investment vehicles. The firm employs quantitative, fundamental, and economic analysis to construct diversified portfolios and offers specialized services including private fund management and business succession planning.

Daniel Neeley is a financial advisor with Harold Dance Investments in Logan, Utah, holding the PFS™ designation and Series 63 and 65 licenses. He has 17 years of industry experience and has been with Harold Dance Investments since 2008. Outside of his advisory role, he serves as the managing member of 360 North Main, LLC, a commercial real estate rental business. Harold Dance Investments serves individuals, trusts, charitable organizations, and business entities through a team of seven advisors managing approximately $132 million in assets. The firm constructs portfolios centered on mutual funds tailored to clients’ objectives and risk tolerance, operating as both a registered investment adviser and a FINRA-registered broker-dealer while also holding insurance licenses.

Douglas Peterson is a CFP® with nine years of experience in the financial services industry. He is currently with Adams Wealth Advisors and has previously worked at Morgan Stanley, Kovack Advisors, Kovack Securities, and Fidelity Brokerage Services. Outside of advisory work, he owns and manages a small rental property business. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as advising employer-sponsored retirement plans and serving as a sub-adviser to other advisers. The firm employs quantitative, fundamental, and economic analysis to manage portfolios across various asset classes, including equities, fixed income, ETFs, structured notes, options, and alternative investments.

E. Grange is a financial advisor at Beacon Financial Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon since 2002. In addition to his advisory role, Grange is a tenured assistant professor at Utah State University’s School of Accountancy, where he teaches taxation, financial planning, retirement planning, and estate planning. He also serves as chair of the board of directors for the USU Community Credit Union. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio engineering, global diversification, and disciplined execution, typically using no-load mutual funds and ETFs.

Austin Scott is a CFP® with four years of industry experience, currently serving as a financial advisor at Andina Family Offices. He has held roles at Andina since 2021 and previously worked at Canopy Tax and Weave Hq. Scott is also a registered independent field underwriter and producer of life insurance for several insurance companies. Andina Family Offices advises a diverse client base ranging from non‑high-net-worth households to family offices, offering comprehensive wealth management services including financial, estate, and tax planning, discretionary portfolio management, and consolidated reporting. The firm employs a six-step financial planning process combined with an open-architecture investment approach and oversight of third-party managers.

Stephen Neeley is a financial advisor at Harold Dance Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harold Dance Brokerage since 1999. Outside of his advisory role, he is a member of 360 North Main, LLC, a commercial real estate rental business. Harold Dance Investments serves individuals, trusts, charitable organizations, and business entities, managing approximately $132 million in assets through a seven-advisor team. The firm offers portfolio management and brokerage services, focusing on mutual funds and tailoring allocations to clients’ objectives and risk tolerance.

Braydon Barlow is a CFP® and holds a Series 65 license, currently with Adams Wealth Advisors in Logan, UT. He has one year of industry experience and has worked previously at America First Credit Union and Conservice. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, also advising employer-sponsored retirement plans and serving as a sub-adviser to other advisers. The firm uses quantitative, fundamental, and economic analysis to construct portfolios across various asset classes, employing proprietary models and tactical strategies.

Dan Jessop is a financial advisor with Andina Family Offices in Logan, UT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His work history includes roles at LG Resources, Connect Financial LLC, Andina Capital Management, Core Capital Wealth Management, Adams Wealth Advisors, and Allegis Investment Services. Outside of his advisory work, he owns Jessop Insurance and Retirement Services, which involves selling various insurance products including Medicare and life insurance. Andina Family Offices serves a diverse client base ranging from non‑high-net-worth households to family offices with investable assets typically above $10 million. The firm offers comprehensive wealth management services using a six-step financial planning framework combined with discretionary portfolio management and oversight of third-party managers, employing an open-architecture investment approach.