Ross Patterson is a CFP® and ChFC® with nine years of industry experience. He has worked at Sterling Investment Management, LLC since 2021 and previously spent six years at LPL Financial, LLC. Sterling Investment Management is an independent, research-driven boutique serving individual and institutional clients, including high-net-worth individuals, trusts, and public entities. The firm offers discretionary investment management and financial planning with a value-oriented, long-term approach tailored to clients’ risk tolerance and objectives.

John Payne is a CFA® charterholder and holds a Series 65 license with 28 years of industry experience. He has been with Sterling Investment Management, LLC since 1995. Sterling Investment Management is an independent, research-driven boutique that provides discretionary investment management and financial planning to individual and institutional clients. The firm applies a value-oriented, business-owner perspective with a long-term investment horizon, tailoring portfolios to client risk tolerance and objectives.

Arumayta Arguello is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. She has been with Sterling Investment Management, LLC since 2015. Sterling Investment Management provides discretionary investment management and financial planning to high-net-worth individuals, individual investors, and institutional clients, managing approximately $409 million in assets. The firm employs a research-driven, value-oriented approach that combines macroeconomic analysis with fundamental security research and tailors portfolios to client risk tolerance and objectives.

Nathan Stutz is a financial advisor at Sterling Investment Management, LLC, holding a Series 65 designation with five years of industry experience. Before joining Sterling, he worked in various roles at Amphenol, Varo Bank, Intermountain Healthcare, UVU, and BYU. Sterling Investment Management offers discretionary investment management and financial planning to high-net-worth individuals, individual investors, and institutional clients. The firm employs a research-driven, value-oriented approach, combining macroeconomic analysis with fundamental security research to create customized portfolios across equities, fixed income, and alternative securities.