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 worked at Lone Peak Advisers since 2021. In addition to his advisory role, De Muth is the owner of 4Ten Enterprises LLC, a financial and investment counseling business, and is involved in sales for Maverick Trading, an educational program focused on Forex and Options trading. Lone Peak Advisers serves individuals, trusts, estates, retirement plans, and small businesses, managing approximately $125 million across 900 client relationships. The firm employs a discretionary investment approach that integrates fundamental, technical, and statistical analysis to target intermediate market trends.

Laura Warnock is a financial advisor at Lone Peak Advisers with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Founders Financial Securities and LPL Financial. Outside of her advisory role, she serves as a boys youth lacrosse coach and is a board member of the Utah Retirement Systems. Lone Peak Advisers manages approximately $125 million for individuals, trusts, estates, retirement plans, and small businesses, utilizing a combination of fundamental, technical, and statistical analysis to guide portfolio construction and tactical adjustments.

Zach Royter is a financial advisor at Lone Peak Advisers with six years of industry experience. He holds a Series 65 designation and has been with Lone Peak Advisers since 2020. In addition to his advisory role, Royter is an independent agent for Premier Advisors, LLC, where he applies for and services health and pure term life insurance policies. Lone Peak Advisers provides portfolio management and financial planning for individuals, trusts, estates, retirement plans, and small businesses, managing approximately $125 million across 900 client relationships. The firm uses a combination of fundamental analysis and technical signals to guide intermediate-term investment strategies, constructing portfolios with ETFs, mutual funds, individual equities, and variable annuity sub-accounts.

David Shackelford is a financial advisor at Lone Peak Advisers with Series 63 and Series 65 credentials and three years of industry experience. He has worked at several firms, including Transitional Brokers, OneAmerica Securities, and Ausdal Financial Partners. Outside of his advisory role, he operates an interior design advisement company, Shackelford Interiors LLC. Lone Peak Advisers provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and small businesses. The firm manages approximately $125 million across 900 client relationships using a combination of fundamental, technical, and statistical analysis to guide investment decisions.

Brad Myers is a financial advisor with Lone Peak Advisers in Draper, Utah, holding the ChFC® designation and Series 63 and 65 licenses, and has 26 years of industry experience. His career includes roles at firms such as National Planning Corporation and Geneos Wealth Management. He is involved in the Million Dollar Round Table as a committee member and volunteers with related industry study groups. Lone Peak Advisers manages approximately $125 million for about 900 clients, including individuals, trusts, estates, and small businesses. The firm combines fundamental, technical, and statistical analysis in its investment process, constructing portfolios that utilize ETFs, mutual funds, equities, and variable annuities, with discretionary management and tactical allocation adjustments.

David James is a financial advisor with Lone Peak Advisers who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at firms including H. Beck, Inc., Legacy Planning Group, and Investment Management Corporation. Outside of his advisory role, he also acts as a mortgage loan originator. Lone Peak Advisers provides portfolio management and financial planning to individuals, trusts, estates, retirement plans, and small businesses. The firm manages approximately $125 million across 900 client relationships, employing a combination of fundamental, technical, and statistical analysis to guide intermediate market trend strategies across diversified investment vehicles.

Daniel Gomez is a financial advisor with Lone Peak Advisers, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long tenures at Penn Mutual and Hornor, Townsend & Kent, Inc., along with ownership of Gomez Corp Financial Services & Insurance since 1995. He serves as a trustee on the Intermountain Healthcare Governing Board and volunteers on the Select Health Insurance Governing Board. Lone Peak Advisers manages approximately $125 million across around 900 client relationships, providing portfolio management and financial planning to individuals, trusts, estates, retirement plans, and small businesses. The firm employs an investment process that integrates fundamental, technical, and statistical analysis to identify intermediate market trends and constructs portfolios using ETFs, mutual funds, equities, and variable annuity sub-accounts.

Aaron Hammer is a financial advisor with Lone Peak Advisers in St. Cloud, MN, holding Series 63 and Series 66 credentials and over 22 years of industry experience. His work history includes roles at ValMark Advisers and ValMark Securities, as well as at Transitional Brokers and Ausdal Financial Partners. Outside of financial advising, he owns KAH Crafts, a business that makes and sells leather goods. Lone Peak Advisers provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and small businesses, managing approximately $125 million across about 900 client relationships. The firm combines fundamental and technical analysis to construct portfolios from ETFs, mutual funds, equities, and variable annuities, with occasional tactical adjustments based on market models.