Murray, UT Office

Lynn Jackson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Cetera since 2015 and maintains roles as a registered representative at Peak Financial Network Solutions and Horizon Credit Union. In addition to financial services, she is involved in an excavation and equipment sales business and sells fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is 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, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

David Pearson is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. He is affiliated with Cetera and has held roles at Cetera Wealth Services, Peak Financial Network Solutions, and Salt Lake Bsi, Inc. Outside of his advisory work, Pearson is involved in insurance sales as an agent and holds several leadership positions in various business ventures, including serving as president of a business expense management firm and director of a nonprofit property. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party investment managers, and managing over $256 billion in assets.

Trent Scott is a CFP®-designated financial advisor with three years of industry experience, currently with Cetera. His prior experience includes roles at Magellan Federal, National Professional Service, Havenpark Communities, and Fidelity Brokerage Services. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to affiliated and third-party managers.

James Turnbull IV is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He previously worked at Morgan Stanley Smith Barney for nine years and has been associated with Cetera and its affiliates since 2021. He also serves as the OSJ manager for Peak Financial Network Solutions, where he is responsible for risk and compliance functions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Mark Neuenswander is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Cetera and its affiliates since 2013 and is involved in several financial services roles outside the firm, including providing investment and insurance services at credit unions and operating a holding company and an expense management business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary solutions across multiple program structures.

David Burns is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and also owns several businesses, including companies focused on fixed insurance, health insurance for seniors, automotive sales and financing, and home security systems. Burns serves as an owner and officer in multiple ventures alongside his advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, combining affiliated and third-party managers with various program options and custodial arrangements.

Paul Hill is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Wealth Services, LLC since 2013 and Salt Lake Bsi, Inc. since 2006. Outside of his advisory work, Hill serves as president of multiple financial services firms and is a part-time ski instructor at a resort in Park City, Utah. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across diverse program structures and custodial relationships.

Michael Bell is a financial advisor at Cetera with over 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with multiple firms including Bellwether Investments, BLG Investments, and Financial Network. Outside of advising, he is an owner of Financial Network, LLC, and participates in fixed insurance product brokerage. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and retirement services, managing over $256 billion in assets across more than 10,000 advisors.