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®-certified financial advisor with nine years of industry experience. He has worked at Peterson Wealth Advisors, LLC since 2020 and previously held roles at First Financial Advisors LC and Fidelity Investments. Peterson Wealth Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with tailored portfolio management and investment advice. The firm emphasizes diversified portfolios using mutual funds, ETFs, and individual securities, and offers strategies including direct indexing and tax-loss harvesting.

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.

Daniel Ruske is a CFP® professional with five years of industry experience, currently serving at Peterson Wealth Advisors, LLC since 2020. His prior roles include positions at Net Worth Advisory Group, Upwell Health Services, Greenix, Zions Bank, and University Credit Union. Outside of his advisory work, he is involved with Red Bird Homes, where he participates in project planning and home repairs for property purchases and sales, and he also manages a residential rental property. 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 trading strategies alongside direct indexing and tax-loss harvesting.

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 with Peterson Wealth Advisors, LLC in Orem, UT. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he worked for ten years at CV Electric. 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 trading strategies aligned with client objectives.

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 with a Series 65 designation. He has one year of industry experience and previously worked at Amicus Financial Advisors and Walker Covey Wealth Advisors. Outside of finance, he has experience working with the Church of Jesus Christ and in education at Utah Valley University and Reno High School. 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 including direct indexing and tax-loss harvesting.

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.