Rilee Summers

Dennis Ferguson is a financial advisor with Ferguson Financial Advisors in Newton, UT, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at On Investment Management CO and The O.N. Equity Sales Company from 2009 to 2023 and has operated Ferguson Financial Group LLC since 2003. In addition to advisory services, he maintains an affiliated insurance practice providing life, health, disability, long-term care, and supplemental insurance products. Ferguson Financial Advisors is an independent, state-registered advisory firm serving individual investors, including high-net-worth clients, and retirement plans. The firm offers discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services, employing a range of analysis methods and combining direct management with institutional platform strategies.

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.

Jared Copeland is a financial advisor at United Capital Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lion Street Financial, Oneamerica Securities, and American United Life. Outside of his advisory role, he is the owner of Mendon Peak, a real estate organization based in Mendon, UT. United Capital Financial Advisors provides financial planning and investment management services to a diverse client base including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by proprietary technology and a platform for sub-advisory services.

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.

Tiffany Schultz is a financial advisor with Edward Jones in Tremonton, Utah. She holds the Series 66 designation and has two years of industry experience. Prior to her current role, she was with Edward Jones Investments from 2012 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.