Seasoned financial advisors in Price, UT

Gary Meeks is a financial advisor with NWF Advisory Services Inc in Price, Utah, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at firms including Cetera and Osaic and owns Meeks Financial, LLC, a financial services business he has operated since 2005. Meeks also serves as trustee of a family trust and is involved in maintaining a privately owned cabin through an LLC. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust and estate services, and managing approximately $3.82 billion in assets. The firm operates an open-architecture wealth management platform with advisor-managed and third-party model portfolios, focusing on strategic long-term investing alongside tactical strategies.

Donald Petersen is a CFP® with 44 years of industry experience, currently serving at Cetera since 2013. He also operates a tax professional business, AVTax Associates, dedicating significant time to this activity. His background includes the sale of fixed insurance products such as annuities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Riley Sorenson is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent a decade with E*TRADE Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Anita Bruno is a CFP® with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has previously worked at LPL Financial and GPS Wealth Strategies Group, LLC. Outside of her advisory roles, she consults on financial advising with a Utah-based company and serves as an insurance agent for group benefits. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a range of advisory programs and services spanning municipal and public finance.

Shay Lewis is a financial advisor with Holm & Cawley Financial Group LLC, holding a Series 65 designation and one year of industry experience. Prior to his advisory role, he has worked extensively in the mining and manufacturing sectors, including positions at McWane Ductile and Rio Tinto - Kennecott Copper. Outside of financial advising, he is employed as a Safety Manager at McWane Ductile. Holm & Cawley Financial Group provides comprehensive financial planning and portfolio management services to individual investors and retirement plan sponsors. The firm employs a diversified investment approach based on fundamental analysis and public research, offering both long-term and short-term strategies tailored to client objectives.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.