Tiffany Schultz

Dennis Ferguson is a financial advisor with Ferguson Financial Advisors in Newton, Utah, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at On Investment Management Co and The O.N. Equity Sales Company, and has operated Ferguson Financial Group LLC since 2003. In addition to advisory services, he is a licensed insurance agent providing life, health, disability, long-term care, and supplemental insurance products. Ferguson Financial Advisors is an independent, state-registered advisory firm serving individuals, high-net-worth clients, and businesses. The firm offers asset management, retirement plan advisory services, financial planning, consulting, and educational seminars, typically managing accounts on a discretionary basis and utilizing third-party platforms and sub-advisers.

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.

Jared Copeland is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Lion Street Financial and Oneamerica Securities, among other firms. Outside of his advisory role, he assists in managing Mendon Peak, a real estate organization based in Mendon, Utah. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions through United Capital-managed strategies, third-party managers, and separately managed accounts, supported by a broad affiliate network and technology platform.

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.

Mark Lyons is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. He has operated his own firm, Mark R. Lyons, Inc., since 2013 and has also been affiliated with Cetera Advisors LLC since that time. Lyons is also involved as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program options and affiliated and third-party managers.