David Burnett

James Vanderbeek is a financial advisor with Connect Financial Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Keystone Wealth Advisors and long-term involvement with Vancor, Inc. Outside of his advisory work, he is engaged with Vanel Management, LLC, a management company. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts with discretionary portfolio management and written financial planning services. The firm manages approximately $58.6 million in discretionary assets across about 443 client relationships, employing a range of investment strategies from long-term buy-and-hold to tactical trading based on fundamental, technical, and cyclical analysis.

Dennis Jackson is a CFP® professional with 22 years of industry experience. He has been with Allred Jackson Financial Planning, LLC since 2011 and also serves as the managing shareholder of the accounting firm Allred Jackson, P.C. Allred Jackson Financial Planning, LLC provides fiduciary wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm integrates tax and accounting considerations into its investment strategies, leveraging its affiliation with Allred Jackson, P.C., and primarily uses mutual funds and ETFs guided by fundamental, technical, and quantitative analysis.

Tyler Vanderbeek is a CFP® and Series 66 licensed advisor with 17 years of industry experience. He is currently with Connect Financial Advisors, where he has worked since 2022. Prior to that, he held positions at Keystone Wealth Advisors, Keystone Properties Holdings, Vancor Inc., and has been the owner of Beeks Inc. since 2002, a non-investment related business. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts. The firm manages discretionary portfolios and provides written financial planning using a range of investment strategies, including fundamental, technical, and cyclical analysis.

Shane Robbins is a financial advisor at Peak Investment Coaching, LLC in Logan, UT, holding a Series 65 designation with two years of industry experience. Prior to joining Peak Investment Coaching, he worked at Schreiber Foods Inc. and Mattress Firm. Peak Investment Coaching serves individual clients and pension plans by providing personalized, fee-based financial planning and portfolio management. The firm relies on Matson Money for trading discretion and custody while advising clients on objectives, model selection, and ongoing monitoring, and offers educational seminars and workshops uncommon among its peers.

David Shapiro is a financial advisor with Peak Investment Coaching, LLC in Logan, Utah, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Peak Investment Coaching since 2013 and also owns and manages Peak Insurance, LLC, where he is involved in insurance sales and services. Peak Investment Coaching serves individual clients and pension plans with personalized, fee-based financial planning and portfolio management. The firm partners with Matson Money, Inc. for portfolio implementation and custody, combining fundamental and technical analysis to tailor strategies through one-time financial plans and portfolio analyses, and offers public seminars and client workshops focused on investment education.