Kelly Monique Olson

Jackie Bixby is a financial advisor at Uta LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Bixby has been with Uta LLC since 2021. Uta LLC advises individuals, businesses, and ERISA plans, providing portfolio management and financial planning using a combination of passive and active investment strategies. The firm emphasizes customized financial plans and offers services that include introducing clients to outside professionals for implementation.

Ronald Bird is a Series 65-credentialed advisor with Gradient Advisors, LLC, bringing three years of industry experience. He has previously worked with Financial Concepts Retirement Planning, LLC over multiple periods totaling 17 years, and operated Ron Bird Portraits, an artistic business, for two years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates through a network of Investment Advisor Representatives and third-party money managers, primarily using a non-discretionary model that involves client approval for transactions.

Andrew Bird is a Series 65-licensed advisor with Gradient Advisors, LLC, based in Mesquite, Nevada, where he has worked since 2025. He has a decade of experience through his role at Financial Concepts Retirement Planning LLC, which he has managed since 2016. Bird also provides advisory and insurance services via Financial Concepts INC and Financial Concepts Retirement Planning, LLC. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Jeffrey Bird is a financial advisor at Gradient Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Financial Concepts, Inc. and Centaurus Financial, Inc. He is also president of Financial Concepts Retirement Planning, LLC and managing member of Jefro Enterprises, LLC. 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 primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model supported by fundamental, technical, and cyclical portfolio analysis.

Anthony Miller is a financial advisor at Eagle Strategies (NY Life) with 33 years of industry experience. He holds the CFP® and ChFC® designations and has been affiliated with Eagle Strategies since 1998. Outside of his advisory role, Miller is the owner of a podcast and multimedia platform called Life After Deconstruction and operates Planman 4x4, a motorized off-road use business where he is involved in product design, education, and media production. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with diverse plan sponsors and offering multiple advisory program types.

Anne Norwood is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. She worked at Morgan Stanley Smith Barney for 15 years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with placement and investment banking services, organized around a Private Advisor model and a consolidated investment platform.