David Burnett

James Vanderbeek is a financial advisor at Connect Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Keystone Wealth Advisors and several management companies. Vanderbeek is also involved in managing a non-investment related management company. Connect Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm develops customized investment policy statements and uses a combination of fundamental, technical, and cyclical analysis with both long-term and tactical strategies.

Nathan Shields is a PFS™ credentialed advisor with Connect Financial Advisors in Logan, UT. He has been with the firm since 2026 and has professional experience spanning accounting and business roles at Shields CPA, Inc. and LW Miller Companies. Prior to joining Connect Financial Advisors, he worked in retail management at AI's Sporting Goods. Connect Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm uses a combination of fundamental, technical, and cyclical analysis within long-term and tactical investment strategies tailored to client objectives and risk tolerances.

Dennis Jackson is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Allred Jackson Financial Planning, LLC since 2011. He is also the managing shareholder of the accounting firm Allred Jackson, P.C., where he has worked since 2000. Allred Jackson Financial Planning, LLC provides fiduciary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm combines investment strategies using mutual funds and ETFs with integrated tax and accounting services through its affiliation with the accounting firm Allred Jackson, P.C.

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® with five years of industry experience, currently advising at Riley S. Crosbie Advisory, LLC. His work history includes roles at BFS Partners and Adams Wealth Management, LLC. Prior to his financial services career, he worked in education and athletics, including a position with Cache County School District and Airbound Gymnastics. Riley S. Crosbie Advisory, LLC provides portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm utilizes a combination of cyclical and fundamental analysis along with quantitative methods and modern portfolio theory to develop long-term, model-based investment strategies tailored to client risk profiles.

Shane Robbins is a financial advisor at Peak Investment Coaching, LLC with three years of industry experience. He holds a Series 65 designation. Prior to joining Peak Investment Coaching, he worked at Schreiber Foods Inc. for six years and Mattress Firm for two years. Peak Investment Coaching serves individual clients and pension plans, offering personalized, fee-based financial planning and portfolio management. The firm utilizes Matson Money for portfolio implementation and custody while advising clients on objectives, model selection, and ongoing monitoring.