Jeffrey Dee Scott

David Burnett is a financial advisor at B6 Capital with two years of industry experience. He holds a Series 65 designation and has been involved in business consulting and medical supply ventures, including serving as Owner and President of a medical glove brokerage and managing roles in pharmacy ownership. B6 Capital provides financial planning, investment advice, and consulting services to individual clients, delivering customized written financial plans and educational workshops. The firm offers non-discretionary, advisory-only recommendations across various asset types and integrates licensed insurance brokerage activities alongside its planning and consulting services.

Romney Harker is a CFP® with four years of industry experience, currently serving at Trek Financial. He previously worked at Fullerton Financial Planning and AssetMark and has experience with several other financial and educational organizations. Outside of his advisory role, he holds a life and health insurance license. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical portfolio construction methods, including evidence-based models and AI tools, and provides a wide range of model and alternative investment options.

Seth Whitehouse is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. His background includes service in the Utah Army National Guard from 2017 to 2023 and time as a self-employed professional. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base, working primarily through a network of Investment Advisor Representatives and third-party money managers within a largely non-discretionary operating model.

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. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Winward operates Winward Financial Insurance & Investments LLC and Tfb Strategies LLC, focusing on insurance and investment services. Outside of his advisory work, he serves on the Planned Giving Advisory Board for Utah State University and is a board member of the American Festival Chorus & Orchestra; he also sings in a local barbershop quartet. Eagle Strategies serves a broad client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jarom Olson is a financial advisor with Equitable Advisors in Brigham City, UT, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at SLN Financial/Mountain Star Financial. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers.