Noel Bennett is a financial advisor at Peak Asset Management, LLC with 27 years of industry experience. He has been with Peak Asset Management since 1999 and serves on several non-investment-related boards, including as director of The Bennett Office, Inc., and Cascade Mining, LLC, and Superior Minerals, LLC. Bennett is also president of the Cedarhurst Family Corporation, a private family trust. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm provides discretionary portfolio management and integrated financial planning, focusing on client-specific investment policy statements and employing both individual security selection and mutual fund/ETF strategies.

Jason Foster is a financial advisor at Peak Asset Management, LLC with four years of industry experience. He previously worked at Colorado Financial Management, JP Morgan Securities LLC, and Fidelity Brokerage Services, LLC. Outside of his advisory role, Foster provides part-time care as a certified nurse aide through Team Select Home Services for his disabled son and serves as managing member and attorney of Foster Law, PLLC. Peak Asset Management is a multi-advisor SEC-registered firm managing over $1 billion for individuals, retirement plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policy statements and a mix of individual security selection or mutual fund/ETF strategies with a generally long-term approach.

Grant Bugner is a CFP® professional with five years of industry experience, currently serving as an advisor at Peak Asset Management, LLC. His prior experience includes four years at MorganRosel Wealth Management and roles in various industries such as mining and brewing. He is Board President of the Listen Foundation, which supports children who are deaf and hard of hearing and their families, and creates personal finance video content under the name "moneymentorGrant." Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policies and a combination of fundamental, technical, and qualitative analyses in its generally long-term investment approach.

Sophia Berglund is a financial advisor at Peak Asset Management, LLC in Louisville, CO, holding a Series 65 designation with three years of industry experience. Prior to joining Peak Asset Management in 2022, she worked at Mercer Advisors and Raisa Energy. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and comprehensive financial planning, using client-specific investment policy statements and a range of strategies including individual securities and mutual funds/ETFs.

Terry Robinette is a financial advisor with Peak Asset Management, LLC in Louisville, CO, holding 26 years of industry experience. He has been with Peak Asset Management since 2012. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management, integrated financial planning, retirement-plan advisory services, and separately managed municipal bond accounts, employing a client-specific investment policy statement and a mix of fundamental, technical, and qualitative analysis.

Timothy Burt is a CFA® charterholder with four years of experience in the financial industry. He is currently with Peak Asset Management, LLC, where he has worked since 2023. He also has a long-term role with Cumsille Insurance Services dating back to 2006. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing fundamental, technical, and qualitative analysis with a generally long-term investment approach.

Brent Yanagida is a CFP® with 17 years of experience in financial advising. He has been with Peak Asset Management, LLC since 2015 and also serves as president of BCY Financial Services, a sole proprietorship that provides bookkeeping services for a farm. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion across about 333 clients, including individuals, retirement plans, trusts, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policy statements.

Peter Hedberg is a financial advisor at Peak Asset Management, LLC with 27 years of industry experience. He holds the Series 63 designation and has worked at New West Investment Management, Inc. since 1990 before joining Peak Asset Management in 2026. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm creates portfolios based on client-specific investment policy statements and employs fundamental, technical, and qualitative analysis with a generally long-term approach, offering personalized strategies including ESG options when requested.

Julie Pribble is a CFA® charterholder with 27 years of industry experience. She has been with Peak Asset Management, LLC since 2016. The firm, where she is part of a 12-advisor team based in Louisville, CO, manages approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. Peak Asset Management offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services, focusing on client-specific investment policy statements and utilizing fundamental, technical, and qualitative analysis in a generally long-term investment approach.

John Russell is a CFA® charterholder with six years of industry experience. He has worked at Peak Asset Management, LLC since 2020 and previously held roles at Health Warrior, Inc. and the University of Denver. He maintains a personal blog called "Equinimity," where he shares non-compensated observations on financial markets and the economy. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for over 300 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, typically employing long-term strategies based on client-specific investment policy statements and a blend of fundamental, technical, and qualitative analysis.

Tara Hefty is a CFA® charterholder with 16 years of industry experience, currently serving as a Managing Member and advisor at Peak Asset Management, LLC in Louisville, CO. She has been with Peak since 2007 and leads Tara Hume Financial Consulting, LLC, which holds a partial ownership in Peak Asset Management. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for diverse clients including individuals, retirement plans, trusts, and foundations. The firm employs a client-specific investment policy approach, utilizing both individual security selection and mutual fund/ETF allocation strategies, with the ability to incorporate ESG criteria upon request.

John Mccorvie Jr. is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Peak Asset Management, LLC since 2000 and is a partial owner of the firm. Outside of his advisory role, he manages McCorvie Financial, LLC, which holds ownership interests in Peak Asset Management. Peak Asset Management is an SEC-registered multi-advisor firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, using client-specific investment policy statements and a mix of fundamental, technical, and qualitative analysis.

Bethany Aylor is a financial advisor with Peak Asset Management, LLC in Louisville, Colorado, holding CFP®, Series 63, and Series 66 designations and bringing 10 years of industry experience. Her prior roles include positions at Charles Schwab and JP Morgan, and she is also a federally-authorized Enrolled Agent, qualified to represent taxpayers before the IRS. Peak Asset Management is a multi-advisor SEC-registered firm managing over $1 billion for individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, tailoring portfolios to client-specific investment policies and employing both individual security selection and mutual fund/ETF strategies.

Cassidy Steck is a financial advisor at Peak Asset Management, LLC with seven years of industry experience. He holds the Series 66 credential and has worked at several firms including Morgan Stanley, Rockefeller Financial LLC, and LPL Financial LLC prior to joining Peak Asset Management. Cassidy is based in Louisville, Colorado. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management, integrated financial planning, and retirement plan advisory services, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policies.