Ashworth Wealth, LLC

Peter Ferriello is a CFP® with 19 years of industry experience. He is a senior wealth advisor at Ashworth Wealth, LLC, where he has worked since 2020. His prior experience includes roles at Royal Alliance Associates, FSC Securities Corp, and J.P. Morgan Securities LLC. Outside of his advisory work, Ferriello serves as a board member for the nonprofit Schools to End Poverty and is the CEO of a company developing a mindfulness app. Ashworth Wealth serves individuals, high-net-worth clients, and pension/profit-sharing plans, providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm uses third-party money managers and a structured asset allocation approach focused on passive index funds and ETFs, managing primarily non-discretionary portfolios.

Robert Woods is a financial advisor with Ashworth Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Ashworth Wealth since 2018 and previously at Ashworth & Empay Financial, LLC. Outside of his advisory work, Woods serves as an adjunct professor at LDS Business College, teaching courses in sales and personal finance. Ashworth Wealth serves individuals, high-net-worth clients, and pension/profit-sharing plans with comprehensive wealth management, financial planning, and retirement plan consulting. The firm typically uses third-party money managers, including the Osaic Wealth, Inc. platform, employing a structured asset allocation strategy focused on passive index funds and ETFs with selective active fund inclusion.

Austin McChesney is a financial advisor with Ashworth Wealth, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Royal Alliance & Associates Inc and Fidelity Investments, among other firms. Outside of advisory work, he serves as a community advisor member for a startup company called GotYou, helping to build awareness and provide feedback on their application. Ashworth Wealth serves individuals, high-net-worth clients, and pension/profit-sharing plans, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a structured asset allocation approach primarily using passive index funds and ETFs, and it operates mainly on a non-discretionary basis.

Todd McChesney is a Senior Wealth Advisor at Ashworth Wealth, LLC with 31 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Ashworth Wealth in 2018, he was with Ashworth & Empey Financial, LLC for ten years and has been associated with Royal Alliance Associates, Inc. since 2002. Outside of his advisory role, he serves as president of a personal corporation through which he markets fixed insurance products. Ashworth Wealth serves individuals, high-net-worth clients, and pension/profit-sharing plans by providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm typically refers clients to third-party money managers and employs a structured, globally diversified asset allocation approach centered on passive index funds and ETFs.

Robert Thomas is a financial advisor with OSAIC based in South Jordan, UT, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has held principal roles at Ashworth Wealth LLC since 2018 and at Ashworth Financial Advisors, LLC since 2002. Thomas also serves as president of RST Consulting, Inc., an entity used for accounting purposes and marketing fixed life products. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers advisory and brokerage services through an extensive network of financial advisers, employing a structured investment process that incorporates asset allocation, portfolio optimization, and access to various investment products and third-party managers.