Navigate Private Wealth, LLC

Murray Peters is a financial advisor at Navigate Private Wealth, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Navigate Private Wealth since 2017. Outside of his advisory work, he is the owner of NatureLens.com, a photography business, and serves as trustee for a family supplemental needs trust. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm employs a quantitative and model-driven investment approach with regular portfolio reviews, offering a range of portfolio management and financial planning services.

Riley Hendrickson is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Navigate Private Wealth, LLC since 2014, working within their team structure. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm employs a quantitative and model-driven investment process with semi-annual reviews, managing portfolios that include ETFs, mutual funds, individual securities, structured products, and private equity.

Mark Burgon is a CFP® with 25 years of industry experience. He is affiliated with Navigate Private Wealth, LLC, where he has worked since 2014, and has also been with Allegis Investment Services since 2016. His prior experience includes a role at Mutual Securities, Inc. from 2014 to 2016. Navigate Private Wealth is a team-based investment adviser serving individuals, trusts, pension plans, and business entities. The firm employs a quantitative and model-driven investment process with semi-annual reviews, offering portfolio management, financial planning, and consulting services.

Stephen Smith is a financial advisor with Navigate Private Wealth, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Brigham Young University, Alliance Health, and Vivint Smart Home. Outside of advising, he serves as a general partner at Ollin Ventures, where he is involved in marketing content creation, event planning, and investor relations. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm offers comprehensive portfolio management and financial planning, utilizing a quantitative and model-driven investment approach with diversified portfolios and institutional custody platforms.

David Bunnell is a financial advisor at Navigate Private Wealth, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 65 license. Outside of his advisory role, he works as a craps dealer at company parties on a part-time basis. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm provides portfolio management, financial planning, and consulting services, using a blend of quantitative optimization, technical analysis, and model-driven risk-tolerance bands in its investment approach.

Spencer Cazier is a CFP® with seven years of industry experience, currently serving as an advisor at Navigate Private Wealth, LLC since 2017. Prior to joining Navigate Private Wealth, he worked at BeesPath, Inc. from 2014 to 2017. Outside of advisory work, he is also an insurance agent with Allegis Advisor Group, LLC. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm employs a quantitative and model-driven investment approach with regular portfolio reviews and offers services including portfolio management, financial planning, and estate-planning workflows.

David Bunnell is a financial advisor at Navigate Private Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allegis Investment Services and Mutual Securities, Inc. He serves on the board of the Giverny Master Association, a neighborhood homeowners association. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm employs a quantitative and model-driven investment approach with diversified portfolios and provides comprehensive financial planning and consulting services.