Ken Frank Kennedy

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® 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 with Gradient Advisors, LLC, holding a Series 65 designation and currently based in Hyrum, Utah. He has been with Gradient Advisors since 2026 and has prior experience in self-employment and service with the Utah Army National Guard. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing 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.

Jeffrey Scott is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Centaurus Financial since 2014 and has operated Scott And Associates, Inc. since 1998. Outside of his advisory role, he serves as chairman of the advisory board at Utah State University’s Brigham City campus and is a board member of the Brigham City Rotary Club. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, and institutions. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, including specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Samuel Winward is a financial advisor with Eagle Strategies (NY Life), holding Series 63 and Series 66 certifications and bringing 17 years of industry experience. He has been associated with Eagle Strategies since 2012 and concurrently operates Winward Financial Insurance & Investments LLC, focusing on insurance products. Outside of his advisory work, he serves as secretary/treasurer for a homeowners association, participates in a barbershop quartet for hire, and is a board member for both the Utah State University Planned Giving Advisory Board and the American Festival Chorus & Orchestra. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions across multiple program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.