David Harris is a ChFC® with 16 years of industry experience. He is currently with Statera Wealth Management, where he has worked since 2025, and has prior experience with World Equity Group and Trek Financial. Outside of advising, he is licensed to sell insurance products through Statera Financial LLC. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts or estates. The firm customizes strategies using a combination of fundamental and technical analysis alongside modern portfolio theory, with a focus on documented client objectives and periodic account reviews.

Anthony Christensen is a CFP® and ChFC® with 16 years of experience in financial advising. He has worked at several firms, including Purshe Kaplan Sterling Investments and Trek Financial, and is currently with Statera Wealth Management. Outside of his advisory role, he is an owner and insurance agent at Statera Financial LLC. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts or estates. The firm uses a combination of fundamental and technical analysis, charting, and modern portfolio theory to tailor investment strategies according to each client’s objectives.

Jordan Lindsay is a financial advisor with Statera Wealth Management in St. George, UT, holding Series 65 and Series 63 credentials and nine years of industry experience. His prior work includes roles at Trek Financial and Wells Fargo, spanning over a decade. Outside of financial advising, he co-owns FIIZ Drinks, a soda shop franchise in Cedar City, UT. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts, employing a range of investment methods tailored to each client's objectives. The firm generally operates with discretionary trading authority and offers both portfolio management and standalone planning engagements.

Daniel Barnowsky is a financial advisor at Statera Wealth Management in St. George, UT, holding a Series 65 designation. He has been with Statera Wealth Management since 2026 and has prior experience at GlitchBusters LLC and Walmart. Statera Wealth Management is a small team of four advisors managing approximately $145 million for around 205 clients. The firm provides discretionary asset management and financial planning services to individuals, high net worth individuals, trusts, and estates, using a blend of fundamental, technical, charting, and modern portfolio theory approaches.

Cameron Blake is a financial advisor at Statera Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, NA prior to his current role. Blake is also a licensed insurance agent, selling insurance products through Statera Financial LLC. Statera Wealth Management is a small team of four advisors providing discretionary asset management and financial planning to individuals, high net worth clients, trusts, and estates. The firm employs a blend of fundamental, technical, charting, and modern portfolio theory in tailoring investment programs and may utilize third-party sub-advisors for portfolio management.