David Harris is a ChFC® and Series 66-registered advisor at Statera Wealth Management with 16 years of industry experience. He has worked at firms including Trek Financial, World Equity Group, and Mass Mutual Investors Services. In addition to his advisory role, Harris 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 estates. The firm employs a variety of investment methods tailored to client objectives and generally operates with discretionary trading authority.

Anthony Christensen is a CFP® and ChFC® with 16 years of experience in financial services. He is currently with Statera Wealth Management, where he has worked since 2025, having previously held roles at Purshe Kaplan Sterling Investments, Trek Financial, World Equity Group, and Mass Mutual Investors Services. Christensen is also 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, utilizing a variety of investment methods tailored to each client’s objectives and generally operating with discretionary trading authority.

Jordan Lindsay is a financial advisor at Statera Wealth Management in St. George, UT, with 10 years of industry experience. He has held roles at Trek Financial and Wells Fargo and holds Series 63 and Series 65 licenses. Outside of advising, Lindsay co-owns 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. The firm customizes strategies based on fundamental and technical analysis and generally operates with discretionary trading authority while offering flexible planning and consulting options.

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 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Trek Financial and Wells Fargo. In addition to his advisory role, he is also licensed as an insurance agent. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts or estates, tailoring strategies through multiple analysis methods and offering clients the ability to impose investment restrictions.