Lone Peak Advisers

Thomas Mulder is a ChFC® credentialed advisor with 44 years of industry experience. He is currently with Lone Peak Advisers and has worked at ValMark Advisers, Inc. and Valmark Securities, Inc. since 2006. Outside of financial advising, he earns income as a professional singer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning, using a tactical, trend-focused investment approach that incorporates fundamental and technical analysis.

Jim De Muth is a financial advisor at Lone Peak Advisers with three years of industry experience. He holds a Series 65 designation and has worked at Lone Peak Advisers since 2021. Outside of his advisory role, he is the owner of 4Ten Enterprises LLC, a financial and investment counseling business, and is involved in trading education through Maverick Trading. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses by providing continuous portfolio management and financial planning services. The firm employs a tactical, trend-focused investment approach that incorporates both fundamental and technical analysis.

Laura Warnock is a financial advisor at Lone Peak Advisers with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Founders Financial Securities, Cartograph Wealth, and LPL Financial. Outside of her advisory role, she serves as a board member for the Utah Retirement Systems and coaches boys youth lacrosse. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses, managing approximately $119 million in assets. The firm employs a tactical, trend-focused investment approach using a combination of ETFs, mutual funds, equities, and variable annuity sub-accounts, with portfolios adjusted according to intermediate-term market trends and reviewed annually.

Zach Royter is a financial advisor at Lone Peak Advisers with five years of industry experience. He holds a Series 65 designation and has worked at Lone Peak Advisers since 2020 and Premier Advisors since 2013. Outside of his advisory roles, he is an independent agent providing health and pure term life insurance policies. 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 using ETFs, mutual funds, equities, and variable annuity sub-accounts, adjusting allocations based on intermediate-term market trends.

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.

Aaron Hammer is a financial advisor with Lone Peak Advisers in St. Cloud, MN, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at ValMark Advisers, Inc. since 2014 and Valmark Securities, Inc. since 2006, and has operated Hammer & Associates since 2001. Outside of advising, he owns KAH Crafts, a business that makes and sells leather goods. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning services, managing approximately $119 million in assets. The firm employs a tactical, trend-focused investment approach using a combination of fundamental and technical analysis.