Adams Wealth Advisors

Trey Farrer is a financial advisor at Adams Wealth Advisors in St. George, UT, holding a Series 66 credential with one year of industry experience. Prior to joining Adams Wealth Management in 2025, he worked at Fidelity Investments and has experience in various educational roles. Adams Wealth Management provides wealth management and financial planning services primarily to individual and high-net-worth clients, as well as employer-sponsored retirement plans and pooled investment vehicles. The firm employs quantitative, fundamental, and economic analysis to construct diversified portfolios and offers specialized services including private fund management and business succession planning.

Douglas Peterson is a CFP® with nine years of experience in the financial services industry. He is currently with Adams Wealth Advisors and has previously worked at Morgan Stanley, Kovack Advisors, Kovack Securities, and Fidelity Brokerage Services. Outside of advisory work, he owns and manages a small rental property business. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as advising employer-sponsored retirement plans and serving as a sub-adviser to other advisers. The firm employs quantitative, fundamental, and economic analysis to manage portfolios across various asset classes, including equities, fixed income, ETFs, structured notes, options, and alternative investments.

Braydon Barlow is a Certified Financial Planner® with two years of industry experience, currently advising with Adams Wealth Advisors in Logan, Utah. His work history includes roles at Adams Wealth Management, America First Credit Union, and Utah State University. Adams Wealth Advisors offers discretionary wealth management and financial planning services to individuals, employer-sponsored retirement plans, and other investment advisers. The firm employs a combination of quantitative, fundamental, and economic analysis across a variety of actively managed investment strategies and also provides sub-advisory and business succession planning services.

Patrick Murphy is a CFA® charterholder with 11 years of industry experience. He is currently with CacheTech and also has experience at Adams Wealth Management, LLC and Charles Schwab Investment Advisory. CacheTech provides investment, operational, and technology services to registered investment advisers rather than individual retail clients. The firm manages approximately $672 million in discretionary assets and offers a platform that includes model management, trading, execution, billing, and account operations.

Steven Adams is a CFP® professional with 30 years of industry experience, currently serving at Adams Wealth Advisors. His prior roles include positions at Allegis Investment Advisors and Allegis Investment Services. Outside of advisory work, Adams manages several real estate development and hospitality ventures, including Bear Hollow Ranch and Inspire Capital, LLC. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as advising employer-sponsored retirement plans and acting as a sub-adviser to other advisers. The firm employs quantitative, fundamental, and economic analysis to construct diversified portfolios and offers specialized services such as private fund management and business succession planning.

Brooklyn Stevenson is a financial advisor at Adams Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining Adams Wealth Advisors, Brooklyn was affiliated with Utah State University for five years. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, while also advising employer-sponsored retirement plans and serving as a sub-adviser to other advisers. The firm employs quantitative, fundamental, and economic analysis to construct diversified portfolios using proprietary models and offers specialized services including private fund management and business succession planning.

Robert Reay is a CFP® with eight years of industry experience, currently with Adams Wealth Advisors in Logan, UT. His prior roles include positions at Morgan Stanley, E*TRADE, and JP Morgan Chase Bank. He also serves as an adjunct professor at The American College of Financial Services, teaching an online course on personal financial planning. Adams Wealth Advisors offers discretionary wealth management and financial planning to individuals, retirement plans, other advisers, and pooled investment vehicles. The firm employs a combination of quantitative, fundamental, and economic analysis across various model strategies and manages both private funds and sub-advisory relationships.

Scott Leavitt is a CFP® with four years of industry experience, currently serving as a financial advisor at Adams Wealth Advisors. He previously worked at Financial Life Advisors and Arrow Wealth Advisors and spent five years at Brigham Young University. Adams Wealth Advisors offers discretionary wealth management and financial planning services to individuals, employer-sponsored retirement plans, other advisers, and pooled investment vehicles. The firm employs a combined quantitative, fundamental, and economic analysis approach to active portfolio management and also operates multiple private funds as a registered Commodity Pool Operator.

David Kastner is a CFA® charterholder with 24 years of experience in the financial industry. He is currently with Adams Wealth Advisors, where he has worked since 2022. Prior to that, he was with Charles Schwab from 2020 to 2022 and Cs Investment Advisory, Inc. from 2010 to 2020. Outside of his advisory role, he serves as a board member for Gabb Wireless, a cell phone provider. Adams Wealth Management provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as advising employer-sponsored retirement plans and managing private funds. The firm uses quantitative, fundamental, and economic analysis to construct portfolios across multiple asset classes and employs a range of active trading strategies.

Mitchell Greene is a Certified Financial Planner® (CFP®) with four years of industry experience. He currently works at Adams Wealth Advisors, where he has been since 2022. Prior to that, he worked at Cache Valley Bank and held various positions including at the Logan City Police Department. Adams Wealth Advisors provides discretionary wealth management and financial planning services to individuals, employer-sponsored retirement plans, other investment advisers, and pooled investment vehicles. The firm uses a combination of quantitative, fundamental, and economic analysis to manage a range of model strategies and offers services including portfolio management, comprehensive financial and estate planning, sub-advisory relationships, and business succession planning.