Peterson Wealth Advisors, LLC

Zachary Swenson is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT, holding a Series 65 designation with three years of industry experience. Prior to joining Peterson Wealth Advisors, he worked at Paragon Wealth Management and held roles at Amentum Government Services and Marriott Hotels. Peterson Wealth Advisors provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, employing diversified portfolios with mutual funds, ETFs, and individual securities alongside both long- and short-term trading strategies.

Scott Peterson is a ChFC® with 38 years of industry experience. He is a founding advisor at Peterson Wealth Advisors, LLC, where he has worked since 2008, and previously worked at Mutual Securities from 2010 to 2019. Outside of his advisory role, he is a book author and teaches a retirement class at Brigham Young University. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios using mutual funds, ETFs, and individual securities, employing both long-term and short-term strategies, and offers services such as direct indexing and tax-loss harvesting.

Carson Johnson is a CFP® with 10 years of industry experience, currently serving as an advisor at Peterson Wealth Advisors, LLC since 2020. His prior experience includes roles at First Financial Advisors LC and Fidelity Investments. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser managing approximately $830 million for individuals, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and portfolio management tailored to client goals, utilizing ETFs, mutual funds, direct indexing, and cryptocurrency within both long- and short-term strategies.

Jeffrey Lindsay is a CFP® with 12 years of industry experience and has been with Peterson Wealth Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Orem, UT. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios using mutual funds, ETFs, and occasionally individual securities, employing both long- and short-term trading strategies alongside direct indexing and tax-loss harvesting.

Kristen Hudspeth is a financial advisor at Peterson Wealth Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. Her prior roles include positions at Charles Winninger Investments and Northwest College. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios using mutual funds, ETFs, and individual securities, and offers strategies such as direct indexing and tax-loss harvesting.

Alison Mc Fadden is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT. She holds a Series 65 designation and has one year of industry experience. Prior to joining Peterson Wealth Advisors, she worked briefly at Forvis Mazars and Bottom Line Refined, and has served as a volunteer. Peterson Wealth Advisors provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios using mutual funds, ETFs, and individual securities, employing both long- and short-term strategies, and offers services such as direct indexing and tax-loss harvesting.

Michael Hampton is a financial advisor with Peterson Wealth Advisors, LLC in Orem, Utah. He holds a Series 65 designation and has been with Peterson Wealth Advisors since 2026. Prior to this, he has worked at Timp Accounting since 2016 and briefly at Prime Acceptance Corp in 2016. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $830 million across a 12-advisor team, providing financial planning and portfolio management with individualized investment policies tailored to client goals and risk tolerance.

Daniel Ruske is a CFP® professional with six years of industry experience, currently serving at Peterson Wealth Advisors, LLC since 2019. His prior roles include positions at Net Worth Advisory Group, Upwell Health Services, Greenix, and Zions Bank. Outside of financial advising, he is involved with Red Bird Homes, working on project planning and home repairs, and operates a single-unit residential rental property in Vineyard, Utah. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser managing approximately $830 million for over 650 clients. The firm provides personalized financial planning and portfolio management using ETFs, mutual funds, direct indexing, and cryptocurrency, with an emphasis on tax considerations and tailored investment strategies.

Scott Muhlestein is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT. He holds a Series 65 designation and has been with Peterson Wealth Advisors since 2025. Prior to joining the firm, he worked at Brooksee and has held various roles in other industries. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $830 million for about 653 clients across a 12-advisor team, providing financial planning and portfolio management tailored to client goals and risk tolerance.

Alek Johnson is a financial advisor at Peterson Wealth Advisors, LLC in Orem, Utah, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Horrocks Engineers and Northwestern Mutual. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios primarily composed of mutual funds and ETFs, incorporating both long- and short-term trading strategies and offering services such as direct indexing and tax-loss harvesting.

Jeffrey Sevy is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT, holding a Series 65 designation with two years of industry experience. Prior to joining Peterson Wealth Advisors, he worked at CV Electric for ten years. Peterson Wealth Advisors, LLC is an SEC-registered investment adviser managing approximately $830 million for individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial planning and portfolio management with a focus on individualized investment policies, utilizing ETFs, mutual funds, direct indexing, and cryptocurrency.

Alexander Call is a CFP®-credentialed financial advisor at Peterson Wealth Advisors, LLC with 11 years of industry experience. He has worked at Peterson Wealth Advisors since 2018 and previously held positions at Drive Wealth Advisers LLC and LearnVest Inc. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios using mutual funds, ETFs, and individual securities, employing both long- and short-term strategies alongside direct indexing and tax-loss harvesting.

Thomas Challis is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Amicus Financial Advisors and Walker Covey Wealth Advisors, as well as work outside finance at Blue Raven Solar and the Church of Jesus Christ. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser that serves individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $830 million for over 650 clients, offering tailored financial planning and portfolio management using ETFs, mutual funds, direct indexing, and cryptocurrency within both discretionary and non-discretionary arrangements.

Kaden Waters is a CFP® professional with 10 years of industry experience, currently serving at Peterson Wealth Advisors, LLC. Prior to joining Peterson Wealth Advisors, he worked at Fidelity Brokerage Services and Fidelity Investments. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs diversified portfolios using mutual funds, ETFs, and individual securities, alongside tax-loss harvesting and direct indexing strategies, with ongoing monitoring through quarterly investment-committee reviews.