Shaun Peterson is a financial advisor at Peterson Wealth Services Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services from 2009 to 2020 before joining Peterson Wealth Services. Peterson serves as a Certified Divorce Financial Analyst with Utah Divorce Planning and is on the board of the Livastride Youth Foundation. Peterson Wealth Services, Inc. provides fee-only investment management and financial planning to individuals and institutions, including retirees, small-business owners, and high-net-worth clients. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, supplemented by actively managed funds and individual equities, and offers specialized services such as divorce consulting and retirement plan advisory.

Billy Peterson is a Certified Financial Planner® with 30 years of industry experience, currently serving at Peterson Wealth Services Inc. He has worked at firms including Citigroup Global Markets and Raymond James Financial Services Advisors. Outside of his advisory role, he founded and leads the LivaStride Youth Foundation and is a certified divorce financial analyst involved in divorce settlement planning. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, serving a broad range of clients including retirees, high-net-worth individuals, and divorcees.

Cade Peterson is a financial advisor at Peterson Wealth Services Inc. with four years of industry experience. He holds Series 63 and Series 65 designations and contributes monthly articles to Speedhorse Magazine. He is also involved as an associate with Utah Divorce Planning. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients, including small-business owners, divorcees, retirees, high-net-worth individuals, and financially independent women. The firm uses a strategic asset allocation approach focused on passive indices and ETFs, supplemented with actively managed funds and individual equities when appropriate.

Margaret Pigg is an advisor at Peterson Wealth Services Inc. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James Financial Services and Utah Divorce Planning LLC, where she serves as a Relationship Manager. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients, including small-business owners, divorcees, retirees, high-net-worth individuals, and financially independent women. The firm uses a strategic asset allocation approach centered on passive indices and ETFs, supplemented by actively managed funds and individual equities, and offers a range of advisory and planning services.