Oak Lane Advisors

Adam Fisher is a financial advisor with Oak Lane Advisors in Centerville, UT, holding a Series 66 designation and 19 years of industry experience. He previously worked at Arete Wealth Management, LLC for 11 years and has been with Wealth Navigation, LLC since 2006. Outside of his advisory role, Fisher is involved in multiple business ventures including ownership and partnership positions in various holding companies and an equipment rental business. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts, with an investment approach focused on diversified, asset-allocation driven portfolios and alternative investment opportunities for accredited investors.

Joseph Cannon is a CFP® with 23 years of industry experience, currently serving as an advisor at Oak Lane Advisors. He has worked at Wealth Navigation LLC since 2013 and previously at Arete Wealth Management LLC. Outside of his advisory role, he is involved with an insurance agency as an agent. Oak Lane Advisors is a team-based firm managing approximately $367 million for around 764 clients. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts with an investment approach centered on diversified, asset-allocation portfolios.

Jason Caperton is a financial advisor with Oak Lane Advisors in Centerville, UT, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior roles include positions at TIAA-CREF, ADP, and Fidelity. Oak Lane Advisors manages approximately $446 million for individuals, trusts, estates, corporations, and nonprofit entities. The firm provides discretionary asset management, comprehensive financial planning, and access to alternative investments, typically implementing diversified, asset-allocation portfolios and offering private equity and real estate opportunities for qualified clients.

Michael Jones is a financial advisor with Oak Lane Advisors in Centerville, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Arete Wealth Management LLC from 2015 to 2019 and has been with Wealth Navigation Advisors since 2012. Jones is also a managing member of Four 24 LLC, a holding company. Oak Lane Advisors manages approximately $446 million for individuals, trusts, estates, corporations, and nonprofit entities through an eight-advisor team. The firm offers diversified asset-allocation portfolios, comprehensive financial planning, and access to alternative investments, including non-public alternatives and private equity for qualified clients.

Nathan Riggs is a CFP® professional with one year of experience in financial advising, currently with Oak Lane Advisors. He has previously worked at Cooper Norman and operates his own CPA firm, Nathan Riggs, CPA, PLLC, where he provides accounting and tax services. He is also involved with Edge Financial Group, LLC, focusing on accounting, bookkeeping, and tax return services. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm emphasizes diversified, asset-allocation driven portfolios and offers discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts.

Porter Clayton is a CFP® professional with two years of industry experience, currently serving at Oak Lane Advisors in Idaho Falls, ID. His prior work includes roles at Wealth Navigation, LLC, Edge Financial Group LLC, Edge Financial Advisors LLC, Advanced Profit Analysis PA, Cooper Norman, and the Tampa Bay Rays. Outside of advising, he is a partner in a restaurant business, Smitty's Pancake & Stake House. Oak Lane Advisors is a team-based firm managing approximately $367 million for around 764 clients. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts with a focus on diversified, asset-allocation driven portfolios.

Larry Clayton is a financial advisor at Oak Lane Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management LLC, Wealth Navigation Advisors, and Waddell & Reed, Inc. Outside of his advisory role, he is involved in several entrepreneurial ventures including Advanced Profit Analysis and other local business activities in Idaho Falls. Oak Lane Advisors is a team advisory firm managing approximately $367 million for 764 clients through eight advisers. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial and wealth planning, and access to separately managed accounts with a focus on diversified, asset-allocation driven portfolios.

Tyson McDonald is a financial advisor with Oak Lane Advisors and holds a Series 65 credential. He has two years of industry experience, including roles at Wealth Navigation, LLC and Edge Financial Group, LLC. In addition to his advisory work, he provides accounting, bookkeeping, and tax preparation services through Edge Financial Group. Oak Lane Advisors manages approximately $446 million for a diverse client base, including individuals, trusts, and nonprofit entities. The firm offers discretionary asset management, comprehensive financial planning, and access to alternative investments, employing diversified portfolios with mutual funds, ETFs, and individual securities.

Scott Stowell is a financial advisor at Oak Lane Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. LLC for 16 years before joining Wealth Navigation, LLC, operating as Oak Lane Advisors. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm focuses on diversified, asset-allocation driven portfolios and offers discretionary portfolio management, comprehensive financial planning, and access to alternative investments and private equity opportunities for accredited or sophisticated investors.