Jeffrey Scott

David Burnett is a financial advisor at B6 Capital with one year of industry experience. He holds a Series 65 designation and has worked with DB Global, LLC since 2015 and Microflex since 2009. Outside of advising, he is involved in several non-investment businesses, including serving as owner and president of a medical glove brokerage and owning pharmacies in Utah. B6 Capital provides financial planning, investment advice, and consulting services to individual clients through customized written plans and educational workshops. The firm offers non-discretionary, advisory-only recommendations based on fundamental, technical, charting, and cyclical analysis, without taking custody of client assets.

Romney Harker is a CFP® and Series 65-licensed financial advisor at Trek Financial with three years of industry experience. Prior to joining Trek Financial, Romney worked at Fullerton Financial Planning and AssetMark, among other firms. Outside of financial advising, Romney held a role with the Utah Youth Soccer Association for ten years. Trek Financial serves a diverse client base including individuals, institutional clients, and retirement plans. The firm employs a quantitative, ETF-based investment approach combined with tactical models and offers specialized services such as tax-aware direct indexing and options-based risk management strategies.

Seth Whitehouse is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and four years of experience. His background includes service in the Utah Army National Guard from 2017 to 2023 and work as a self-employed professional since 2022. He has been with Gradient Advisors since 2026. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Jared Nichols is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with United Planners since 2014. Outside of his advisory work, Nichols owns Nichols International dba Outdoorsman.com, a marketing business, and serves as a board member of the Millville Nibley Cemetery District. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party managers and features a limited partnership ownership structure.

Samuel Winward is a financial advisor with Eagle Strategies (New York Life) based in Wellsville, Utah, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He is also the owner of Winward Financial Insurance & Investments LLC and Tfb Strategies LLC, firms through which he sells insurance and investment products. Outside of his advisory work, Winward serves as secretary/treasurer of his local homeowner’s association, is a board member of the Utah State University Planned Giving Advisory Board and the American Festival Chorus & Orchestra, and participates in a barbershop quartet. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing over $25 billion in assets through a network of more than 2,000 advisors.

Matthew Kennedy is a financial advisor at Edward Jones in Brigham City, UT, holding CFP® and ChFC® designations with seven years of industry experience. He previously worked at Tate, Bywater, Fuller, Mickelsen & Tull, PLC from 2015 to 2018. Kennedy is a co-owner of Revision Editing LLC, a partnership formed for tax purposes, with no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a nationwide network of over 23,700 financial advisors.