Patty Bartholomew

Dennis Ferguson is a financial advisor with Ferguson Financial Advisors in Newton, UT, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at On Investment Management CO and The O.N. Equity Sales Company from 2009 to 2023 and has operated Ferguson Financial Group LLC since 2003. In addition to advisory services, he maintains an affiliated insurance practice providing life, health, disability, long-term care, and supplemental insurance products. Ferguson Financial Advisors is an independent, state-registered advisory firm serving individual investors, including high-net-worth clients, and retirement plans. The firm offers discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services, employing a range of analysis methods and combining direct management with institutional platform strategies.

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.

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.