Lone Peak Advisers

Jim De Muth is a financial advisor at Lone Peak Advisers with four years of industry experience. He holds a Series 65 designation and has been with Lone Peak Advisers since 2021. In addition, he owns 4Ten Enterprises LLC, a financial and investment counseling business, and is involved in trading education through Maverick Trading. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for around 900 clients, including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities. The firm employs a tactical investment approach combining fundamental and technical analysis to manage diversified portfolios across various asset classes.

Laura Warnock is a financial advisor at Lone Peak Advisers with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Founders Financial Securities, Cartograph Wealth, and LPL Financial. Outside of her advisory work, Warnock coaches boys youth lacrosse and serves on the Utah Retirement Systems Board. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities. The firm uses a tactical investment approach that combines fundamental analysis with technical market signals to adjust allocations across various asset types, employing strategies such as short positions and options to manage risk and pursue returns.

Zach Royter is a financial advisor at Lone Peak Advisers with six years of industry experience. He holds a Series 65 credential and has worked at Lone Peak Advisers since 2020 and Premier Advisors since 2013. Outside of his advisory role, he serves as an independent agent applying for and servicing health and pure term life insurance policies. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for around 900 clients, including individuals, high-net-worth clients, trusts, and institutions. The firm uses a tactical investment approach combining fundamental and technical analysis to guide portfolio allocations across various asset classes.

David Shackelford is a financial advisor at Lone Peak Advisers with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneAmerica Securities and Transitional Brokers, LLC. Outside of finance, he is involved in an interior design advisement business, Shackelford Interiors LLC, which provides design consulting services for residential projects. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a tactical, trend-focused investment approach combining fundamental and technical analysis, managing approximately $119 million in assets across more than 700 client relationships.

Brad Myers is a financial advisor with Lone Peak Advisers in Draper, UT, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including prior roles at Geneos Wealth Management and National Planning Corporation. Myers is involved in nonprofit committee work with the Million Dollar Round Table and owns Pepperwood Financial, a wealth management practice operating under his registered RIA and broker-dealer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses, managing approximately $119 million in assets across more than 700 client relationships. The firm employs a tactical, trend-focused investment approach using ETFs, mutual funds, equities, and variable annuity sub-accounts, adjusting allocations based on intermediate-term market trends.

David James is a financial advisor at Lone Peak Advisers with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including H. Beck, Inc. and Legacy Planning Group. Outside of his advisory role, he is a mortgage loan originator with Laser Lending, Inc. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm employs a tactical, trend-focused investment approach, managing approximately $119 million in assets across more than 700 client relationships.

Daniel Gomez is a financial advisor with Lone Peak Advisers, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at DFPG Investments, Penn Mutual, and Hornor, Townsend & Kent, and has owned Gomez Corp Financial Services & Insurance since 1995. Outside of advising, he serves as a trustee on the Intermountain Healthcare Governing Board and volunteers on the board of Select Health Insurance. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for around 900 clients, including individuals, trusts, retirement plans, charitable organizations, and corporations. The firm uses a tactical investment approach combining fundamental and technical analysis to adjust allocations across various asset classes and may employ hedging strategies and sub-advisors.

Aaron Hammer is a financial advisor at Lone Peak Advisers with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at ValMark Advisers, Inc., ValMark Securities, Inc., and runs Hammer & Associates. Outside of finance, he owns KAH Crafts, a business that makes and sells leather goods. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for around 900 clients, including individuals, trusts, retirement plans, charitable organizations, and corporate entities. The firm uses a tactical investment approach that combines fundamental and technical analysis to adjust allocations across various asset types and may employ strategies such as short positions, options, and leveraged holdings.