Seasoned, social Security optimization financial advisors in Brigham City, UT

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.

Jeffrey Scott is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Centaurus Financial since 2014 and has operated Scott And Associates, Inc. since 1998. Outside of his advisory role, he serves as chairman of the advisory board at Utah State University’s Brigham City campus and is a board member of the Brigham City Rotary Club. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, and institutions. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, including specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

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.

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.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.