Matthew Pappas is a financial advisor at Cottonwood Wealth Strategies, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory role, Pappas serves on the board of Silicon Slopes, a nonprofit organization. Cottonwood Wealth Strategies provides investment management, financial planning, and plan-sponsor consulting to individuals, trusts, and businesses. The firm operates under a fiduciary standard, managing approximately $306 million across discretionary and non-discretionary accounts using a combination of active and passive strategies focused on tax efficiency and risk-adjusted asset allocation.

Thomas Pappas is a financial advisor at Cottonwood Wealth Strategies, LLC in Salt Lake City, UT, with 43 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Cottonwood Wealth Strategies provides investment management, financial planning, and plan-sponsor consulting to individuals, trusts, businesses, and other entities. The firm operates under a fiduciary standard and offers predominantly discretionary portfolio management using a mix of active and passive strategies focused on tax-efficient, risk-adjusted asset allocation.