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Thomas M
ChFC®, Series 63
St. Cloud, MN
Lone Peak Advisers
Thomas Mulder is a ChFC® credentialed advisor with 44 years of industry experience. He is currently with Lone Peak Advisers and has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2006. Outside of financial advising, he earns income as a professional singer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning, using a tactical, trend-focused investment approach that incorporates fundamental and technical analysis.
Jim D
Series 65
Draper, UT
Lone Peak Advisers
Jim De Muth is a financial advisor at Lone Peak Advisers with four years of industry experience. He holds a Series 65 designation and has been with Lone Peak Advisers since 2021. In addition, he owns 4Ten Enterprises LLC, a financial and investment counseling business, and is involved in trading education through Maverick Trading. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for around 900 clients, including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities. The firm employs a tactical investment approach combining fundamental and technical analysis to manage diversified portfolios across various asset classes.
Laura W
Series 63, Series 65
Draper, UT
Lone Peak Advisers
Laura Warnock is a financial advisor at Lone Peak Advisers with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Founders Financial Securities, Cartograph Wealth, and LPL Financial. Outside of her advisory work, Warnock coaches boys youth lacrosse and serves on the Utah Retirement Systems Board. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities. The firm uses a tactical investment approach that combines fundamental analysis with technical market signals to adjust allocations across various asset types, employing strategies such as short positions and options to manage risk and pursue returns.
Zach R
Series 65
Draper, UT
Lone Peak Advisers
Zach Royter is a financial advisor at Lone Peak Advisers with five years of industry experience. He holds a Series 65 designation and has worked at Lone Peak Advisers since 2020 and Premier Advisors since 2013. Outside of his advisory roles, he is an independent agent providing health and pure term life insurance policies. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm employs a tactical, trend-focused investment approach using ETFs, mutual funds, equities, and variable annuity sub-accounts, adjusting allocations based on intermediate-term market trends.
David S
Series 63, Series 65
Draper, UT
Lone Peak Advisers
David Shackelford is a financial advisor at Lone Peak Advisers with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneAmerica Securities and Transitional Brokers, LLC. Outside of finance, he is involved in an interior design advisement business, Shackelford Interiors LLC, which provides design consulting services for residential projects. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a tactical, trend-focused investment approach combining fundamental and technical analysis, managing approximately $119 million in assets across more than 700 client relationships.
Brad M
ChFC®, Series 63, Series 65
Draper, UT
Lone Peak Advisers
Brad Myers is a financial advisor with Lone Peak Advisers in Draper, UT, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including prior roles at Geneos Wealth Management and National Planning Corporation. Myers is involved in nonprofit committee work with the Million Dollar Round Table and owns Pepperwood Financial, a wealth management practice operating under his registered RIA and broker-dealer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses, managing approximately $119 million in assets across more than 700 client relationships. The firm employs a tactical, trend-focused investment approach using ETFs, mutual funds, equities, and variable annuity sub-accounts, adjusting allocations based on intermediate-term market trends.
David J
Series 63, Series 65
Draper, UT
Lone Peak Advisers
David James is a financial advisor at Lone Peak Advisers with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including H. Beck, Inc. and Legacy Planning Group. Outside of his advisory role, he is a mortgage loan originator with Laser Lending, Inc. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm employs a tactical, trend-focused investment approach, managing approximately $119 million in assets across more than 700 client relationships.
Daniel G
Series 63, Series 65
Draper, UT
Lone Peak Advisers
Daniel Gomez is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Dfpg Investments, Inc., Penn Mutual, and Hornor, Townsend & Kent, Inc. Outside of advising, he serves as a trustee on the Intermountain Healthcare Governing Board and volunteers on the Select Health Insurance governing board. Diversify Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of investment platforms and strategies to manage portfolios and provide comprehensive financial solutions.
Aaron H
Series 63, Series 66
St. Cloud, MN
Lone Peak Advisers
Aaron Hammer is a financial advisor at Lone Peak Advisers with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with ValMark Advisers, Inc. and Valmark Securities, Inc. for over a decade. Outside of finance, he owns KAH Crafts, a business that makes and sells leather goods. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for nearly 900 clients, including individuals, trusts, retirement plans, charitable organizations, and corporate entities. The firm employs a tactical investment approach that combines fundamental analysis with technical market signals to guide portfolio allocations across various asset classes.
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