Jackie Bixby is a financial advisor at Uta LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Bixby has been with Uta LLC since 2021. Uta LLC advises individuals, businesses, and ERISA plans, providing portfolio management and financial planning using a combination of passive and active investment strategies. The firm emphasizes customized financial plans and offers services that include introducing clients to outside professionals for implementation.

Ronald Bird is a Series 65-credentialed advisor with Gradient Advisors, LLC, bringing three years of industry experience. He has previously worked with Financial Concepts Retirement Planning, LLC over multiple periods totaling 17 years, and operated Ron Bird Portraits, an artistic business, for two years. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates through a network of Investment Advisor Representatives and third-party money managers, primarily using a non-discretionary model that involves client approval for transactions.

Andrew Bird is a Series 65-licensed advisor with Gradient Advisors, LLC, based in Mesquite, Nevada, where he has worked since 2025. He has a decade of experience through his role at Financial Concepts Retirement Planning LLC, which he has managed since 2016. Bird also provides advisory and insurance services via Financial Concepts INC and Financial Concepts Retirement Planning, LLC. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, focusing on a non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Jeffrey Bird is a financial advisor at Gradient Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Financial Concepts, Inc. and Centaurus Financial, Inc. He is also president of Financial Concepts Retirement Planning, LLC and managing member of Jefro Enterprises, LLC. 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 primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model supported by fundamental, technical, and cyclical portfolio analysis.

Anthony Miller is a financial advisor at Eagle Strategies (NY Life) with 33 years of industry experience. He holds the CFP® and ChFC® designations and has been affiliated with Eagle Strategies since 1998. Outside of his advisory role, Miller is the owner of a podcast and multimedia platform called Life After Deconstruction and operates Planman 4x4, a motorized off-road use business where he is involved in product design, education, and media production. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with diverse plan sponsors and offering multiple advisory program types.

Anne Norwood is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. She worked at Morgan Stanley Smith Barney for 15 years before joining Rockefeller Financial in 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with placement and investment banking services, organized around a Private Advisor model and a consolidated investment platform.

Rene Andrade Ixta is a financial advisor at Edward Jones with seven years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank, NA, where he accumulated 15 years of experience. He holds a Series 66 designation. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Anthony Matos is a financial advisor at Fidelity with ten years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo in various capacities prior to joining Fidelity. Outside of his advisory role, he is a partner involved in community management and engagement for The Creepy Cantina, an online community and podcast. Fidelity Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Kelly Olson is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to her financial career, she worked for six years in the Logan City School District. Outside of advising, her family operates a mobile concession business selling kettle corn and cotton candy at fairs and festivals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Derrick Martinez is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.