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.

Seth Whitehouse is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and four years of experience. His background includes service in the Utah Army National Guard from 2017 to 2023 and work as a self-employed professional since 2022. He has been with Gradient Advisors since 2026. 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 through a network of Investment Advisor Representatives and third-party money managers, using 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. in Brigham City, Utah, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Centaurus Financial since 2014 and also leads Scott And Associates, Inc., a firm focused on fixed insurance and annuities. Outside of advisory work, he serves as chairman of the Utah State University Brigham City Campus Advisory Board and is a board member of the Brigham City Rotary Club. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers. The firm employs a mix of fundamental and technical analysis and supports both discretionary and non-discretionary accounts.

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.

Matthew Kennedy is a financial advisor at Edward Jones in Brigham City, UT, holding CFP® and ChFC® designations with seven years of industry experience. He previously worked at Tate, Bywater, Fuller, Mickelsen & Tull, PLC from 2015 to 2018. Kennedy is a co-owner of Revision Editing LLC, a partnership formed for tax purposes, with no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a nationwide network of over 23,700 financial advisors.

Mark Lyons is a financial advisor at Cetera with 21 years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliates since 2013 and is president of Mark R. Lyons, Inc. Lyons also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Shawn Roghaar is a financial advisor with Fidelity and holds the Series 66 designation. He has 16 years of industry experience and has been with Fidelity Investments and its affiliates since 2010. Outside of his advisory role, he serves as a guide at Bear River Gun Club, a privately owned hunting club in Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Daniel Kennedy is a financial advisor with Edward Jones in Brigham City, UT, holding a Series 66 license and 11 years of industry experience, all of which has been with Edward Jones since 2015. Outside of finance, he is a co-owner of Kennedy Voice Studio, a voice teaching business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options, with a nationwide network of approximately 23,701 advisors and $1.01 trillion in assets under management.

Ken Kennedy is a financial advisor with Edward Jones in Brigham City, UT, holding the CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 41 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1984. Outside of his advisory role, he is involved with family ranch interests through registered LLCs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Haleigh Austin is a Series 66 licensed financial advisor with Edward Jones in Brigham City, Utah, where she has worked since 2014. She has seven years of industry experience. Outside of her advisory role, she is a partner in a family-owned cattle farm and has involvement in a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard.

Tyler Anderson is a financial advisor with Edward Jones in Brigham City, UT, holding CFP® and ChFC® designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as a board member on the Utah State University Brigham City Advisory Counsel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies, managed accounts, and affiliated investment products, supported by a large network of advisors and branch offices across the country.

Peter Stratford is a financial advisor with Edward Jones in Brigham City, UT, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at CG4 Solutions and Get Away Today Vacations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Eric Bishop is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 36 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2004 and joined LPL Financial in 2023. Outside of his advisory role, he is involved with Bishop Financial Services, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

David Owen is a financial advisor at Edward Jones in Brigham City, UT, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Northrop Grumman Corporation and America First Credit Union. Outside of his advisory role, Owen serves as an Equal Opportunity Advisor with the Utah Air National Guard and is president of the Northern Utah Buzz, a local business networking group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Hilary Wood is a financial advisor with Edward Jones in Brigham City, UT, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in education and the hospitality industry. She is listed as a part owner of an electrical construction business owned by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

Jakob Mohr is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company since 2021, including Investment Solution Representative III, Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Customer Relationship Advocate. Jakob focuses on helping individuals and families with their financial planning by understanding their lives and co-creating plans to pursue their financial goals. He aims to help clients feel confident and comfortable with their financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jakob enjoys family activities, golf, skiing, and traveling.