M Tom Peterson is a financial advisor at Peterson Rogers Private Wealth, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill for 33 years and Bank of America for 7 years. He serves on the advisory board of the Cancierge Foundation, a nonprofit that assists cancer patients and their families by coordinating local social services and fundraising. Peterson Rogers Private Wealth advises family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm offers wealth management, investment advisory, financial planning, and corporate/retirement plan consulting, using a multi-asset-class investment approach focused on customized portfolios and long-term asset allocation.

Kade Archibald is a financial advisor at Peterson Rogers Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Maddix Capital and Mercato Partners. Prior to his financial career, he spent six years with the Cache County School District. Peterson Rogers Private Wealth offers tailored wealth management and advisory services to family offices, high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach focusing on long-term asset allocation and custom portfolios that include public and alternative investments.

Jace Bertelsen is a financial advisor at Peterson Rogers Private Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Peterson Rogers, he worked at GenWealth Advisory Group and has experience in educational roles at the University of Utah, Salt Lake Community College, and Murray School District. Peterson Rogers Private Wealth, LLC serves family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm employs a multi-asset-class, multi-disciplinary investment approach focused on customized portfolios and long-term asset allocation, utilizing fundamental, technical, and cyclical analysis across public securities, third-party managers, ETFs, and alternatives.

Benjamin Rogers is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with nine years of industry experience. He is currently a financial advisor at Peterson Rogers Private Wealth, LLC in Salt Lake City, UT. His prior experience includes roles at Maddix Holdings LLC, Axxcess Wealth Management, Bank of America, Merrill Lynch, and service in the United States Marine Corps. Peterson Rogers Private Wealth advises family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm utilizes a multi-asset-class, multi-disciplinary approach focusing on customized portfolios and long-term asset allocation across public securities, third-party managers, ETFs, and alternatives.