Anthony Matos

Jackie Bixby is a financial advisor at UTA LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments and Wells Fargo in various capacities. UTA LLC advises individuals, businesses, and ERISA plans, providing portfolio management and financial planning services. The firm uses a combination of passive and active investment strategies tailored to clients’ objectives and risk tolerance, and offers regular performance reporting and reviews.

Ronald Bird is a Series 65 licensed advisor at Gradient Advisors, LLC with three years of industry experience. He has previously worked with Financial Concepts Retirement Planning, LLC, where he was involved in insurance sales and document preparation, and operated Ron Bird Portraits, a separate business venture. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 investment advisor representatives and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies, typically delivering portfolio services on a non-discretionary basis.

Andrew Bird is a Series 65-licensed advisor at Gradient Advisors, LLC with experience dating back to 2014. He previously worked at Shelter Insurance and has been involved with Financial Concepts Retirement Planning LLC since 2016. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Jeffrey Bird is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with several firms, including Financial Concepts, Inc., and Centaurus Financial, Inc. Outside of his advisory work, he is president of Financial Concepts Retirement Planning, LLC, which focuses on insurance and fixed annuity products. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a nationwide network of advisors and employs a variety of analytical tools to tailor strategies, typically delivering portfolio services on a non-discretionary basis.

Anthony Miller is a financial advisor with Eagle Strategies (New York Life) based in Mesquite, NV. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His prior roles include positions at Rocky Mountain College and Retirement Solutions, as well as ownership of Anthony D. Miller Consulting Group, LLC. Outside of advising, he is involved in several entrepreneurial ventures including a motorized off-road business and hosts the "Life After Deconstruction" podcast, along with related digital content. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporations. The firm emphasizes client-directed solutions and primarily uses third-party managers and model portfolios, serving clients through a large network of investment adviser representatives.

Anne Norwood is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She worked at Morgan Stanley Smith Barney for 15 years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and is noted for its recapitalized ownership structure and its role as a distributor and placement agent for private funds and access vehicles.