Iron Gate Global Advisors

Brian Hunsaker is a financial advisor at Iron Gate Global Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Iron Gate Global Advisors since 1999. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets through a team-based advisory model. The firm employs a fundamental, business-owner style investment approach, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of equity holdings.

Michael Follett is a financial advisor with Iron Gate Global Advisors in North Salt Lake, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade. Iron Gate Global Advisors serves individual investors, trusts, estates, and retirement plans, providing discretionary and non-discretionary asset management alongside comprehensive financial planning. The firm emphasizes fundamental analysis and a business-owner investment approach, incorporating model portfolios and tailored strategies to align with client goals and risk tolerances.

Matthew Newman is a CFP® with eight years of industry experience, currently affiliated with Iron Gate Global Advisors. He has previously worked at Amussen, Hunsaker & Associates, LLC, Paycom, and Northwestern Mutual in various capacities from 2016 to 2020. Outside of his advisory role, he manages a personal real estate rental property. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans by providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental analysis with a business-owner perspective, utilizing model portfolios, tailored strategies, and selective use of options and margin in client accounts.

Russell Murphy is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2024, and as a Relationship Manager at the same company from 2022 to 2023. In his professional capacity, Russell focuses on working closely with clients to understand their unique financial goals and to develop personalized financial plans that clients can comprehend and trust. He emphasizes partnership with clients and their families to assist them in navigating their financial journeys. Outside of his professional life, Russell enjoys board games, football, hiking, reading, and running.

Nicholas Roberts is a financial advisor with Iron Gate Global Advisors in North Salt Lake, UT, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Iron Gate Global Advisors in 2026, he spent 21 years at Fidelity Brokerage Services LLC. Iron Gate Global Advisors serves individual investors, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, providing discretionary and non-discretionary asset management along with comprehensive portfolio management that integrates financial planning and investment oversight. The firm emphasizes fundamental analysis and a business-owner orientation in its investment approach and discloses its use of derivatives and borrowing practices with specific policies on options and margin.

Spencer Nelson is a financial advisor at Iron Gate Global Advisors with eight years of industry experience. He holds a Series 65 designation and has worked at Iron Gate Global Advisors since 2018. Prior to that, he spent two years at Utah State University. Iron Gate Global Advisors serves individual investors, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm combines fundamental analysis with a business-owner orientation in its investment approach, offering both model portfolios and tailored strategies alongside financial planning and retirement plan consulting.

Brett Pattison is a financial advisor at Iron Gate Global Advisors with 11 years of industry experience. He holds a Series 65 designation and has been with Amussen, Hunsaker & Associates since 2014. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets through a team-based advisory model. The firm employs a fundamental, business-owner style investment approach focused on durable competitive advantages and intrinsic value, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of holdings.

Daniel Bell is a financial advisor at Iron Gate Global Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Royal Alliance Associates Inc for 19 years. Bell is also owner of Daniel K. Bell & Associates, P.C., which provides third-party administration for defined contribution retirement plans. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans with discretionary and non-discretionary asset management and comprehensive portfolio management that integrates financial planning and investment oversight. The firm uses fundamental analysis and a business-owner orientation in its investment process and offers both model portfolios and tailored strategies aligned with client goals and risk tolerances.