Dynamic Wealth Advisors

John Sperry is a financial advisor at Dynamic Wealth Advisors with four years of industry experience. He holds Series 65 and Series 66 licenses and has been self-employed since 2009. Dynamic Wealth Advisors is a four-advisor team that provides fee-based investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients. The firm employs a dynamic, risk-focused approach using fundamental and technical analysis across diversified strategies, including the tactical use of derivatives and short positions within managed accounts.

Grant Hadden is a financial advisor at Dynamic Wealth Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at Dynamic Wealth Advisors since 2014. Outside of his advisory role, he is involved in seasonal tax return preparation during the first quarter of the year. Dynamic Wealth Advisors is a four-advisor team managing approximately $140 million for individual and high-net-worth clients, as well as retirement plans. The firm employs a dynamic, risk-focused investment approach that combines fundamental and technical analysis with model-based strategies and utilizes diversification and tactical tools such as ETF rotation, options strategies, and derivative use for hedging and opportunistic trading.

Adam Carlini is a financial advisor with Dynamic Wealth Advisors in Heber City, UT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Dynamic Wealth Advisors since 2012 and previously worked at Leigh Baldwin & CO., LLC for eight years. Outside of investment advisory, he is a 34% owner of Dynamic Tax Advisors LLC, a tax planning and preparation firm, contributing approximately 100 hours annually outside of market hours. Dynamic Wealth Advisors is a four-advisor team managing about $140 million across roughly 304 client relationships. The firm provides fee-based investment management, financial planning, and retirement plan consulting, employing a dynamic, risk-focused approach that incorporates fundamental and technical analysis, diversified strategies, and tactical use of derivatives and short positions.

Gary Luna is a CFP® with 20 years of experience in financial advisory roles. He is a principal at Dynamic Wealth Advisors, where he has worked since 2014, and also owns Luna Wealth Management and Support Co. Insurance. Outside of investment advisory, he has ownership in a fixed insurance and annuity business and is a partial owner of Dynamic Tax Advisors, which provides CPA and tax services during tax season. Dynamic Wealth Advisors offers fee-based investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients. The firm employs a dynamic, risk-focused approach that incorporates fundamental and technical analysis, using diversified strategies and tools such as ETF rotation and options to manage risk and seek returns.