Mark R Lyons

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.

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 also has experience running Shields CPA, Inc. since 2016. Prior to joining the firm, he worked in retail at AI's Sporting Goods and in real estate at LW Miller Companies. Connect Financial Advisors provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm manages accounts under discretionary authority using a blend of long-term and tactical 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.

Anton Anderson is a financial advisor at Wealth Innovation Group with six years of industry experience and holds a Series 65 credential. He has worked with several firms, including Coppell Advisory Solutions and Onyx Bridge Wealth Group. Outside of advising, Anderson is the managing partner of Elite Resource Team, a company that offers online training and in-person educational events on business and marketing topics. Wealth Innovation Group provides discretionary asset management, ERISA retirement-plan advisory, and ongoing financial planning through a structured and customized investment approach that incorporates modern portfolio theory and tax-aware strategies. The firm serves clients using a proprietary framework and emphasizes long-term planning and tailored portfolio alignment.