Peak Asset Management, LLC

Jason Foster is a financial advisor with Peak Asset Management, LLC, holding Series 63, Series 65, and Series 66 licenses and three years of industry experience. Prior to joining Peak Asset Management in 2023, he worked at Colorado Financial Management and JP Morgan Securities LLC. Outside of finance, he provides part-time home health services as a Colorado Nurse Aid for his disabled son and serves as the managing member and attorney of Foster Law, PLLC. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, implementing client-specific investment policies through either individual securities or mutual fund/ETF allocation strategies, and incorporates ESG options when requested.

Grant Bugner is a CFP® professional with five years of industry experience, currently serving as an advisor at Peak Asset Management, LLC. His prior experience includes four years at MorganRosel Wealth Management and roles in various industries such as mining and brewing. He is Board President of the Listen Foundation, which supports children who are deaf and hard of hearing and their families, and creates personal finance video content under the name "moneymentorGrant." Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policies and a combination of fundamental, technical, and qualitative analyses in its generally long-term investment approach.

Sophia Berglund is a financial advisor at Peak Asset Management, LLC, holding a Series 65 credential with three years of industry experience. Her prior roles include positions at Mercer Advisors and Raisa Energy. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for a diverse client base, including high-net-worth individuals, retirement plans, trusts, and corporate entities. The firm focuses on client-specific investment policy statements and employs long-term portfolio management using fundamental, technical, and qualitative analysis, with the ability to include ESG-oriented funds when requested.

Timothy Burt is a CFA® charterholder with four years of experience in the financial industry. He is currently with Peak Asset Management, LLC, where he has worked since 2023. He also has a long-term role with Cumsille Insurance Services dating back to 2006. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing fundamental, technical, and qualitative analysis with a generally long-term investment approach.

Brent Yanagida is a CFP® with 17 years of experience in financial advising. He has been with Peak Asset Management, LLC since 2015 and also serves as president of BCY Financial Services, a sole proprietorship that provides bookkeeping services for a farm. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion across about 333 clients, including individuals, retirement plans, trusts, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing both individual security selection and mutual fund/ETF allocation strategies tailored to client-specific investment policy statements.

Peter Hedberg is the sole advisor at New West Investment Management, Inc., holding a Series 63 designation with 27 years of industry experience. He has been with New West Investment Management since 1990. New West Investment Management, Inc. is an independent firm offering fee-only, discretionary portfolio management for individuals, businesses, retirement plans, and trusts. The firm emphasizes equity investments through fundamental research and personalized strategies, maintaining a focus on transparency, low fees, and tax efficiency.

Julie Pribble is a CFA® charterholder with 27 years of industry experience. She has been with Peak Asset Management, LLC since 2016. The firm, where she is part of a 12-advisor team based in Louisville, CO, manages approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. Peak Asset Management offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services, focusing on client-specific investment policy statements and utilizing fundamental, technical, and qualitative analysis in a generally long-term investment approach.

John Russell is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has been with Peak Asset Management, LLC since 2020 and previously worked at Health Warrior, Inc. Russell maintains a personal blog called "Equinimity," where he shares non-compensated observations on financial markets and the economy. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, using client-specific investment policy statements and employing both individual security selection and mutual fund/ETF allocation strategies.

Tara Hefty is a CFA® charterholder with 16 years of industry experience, currently serving as a Managing Member and advisor at Peak Asset Management, LLC in Louisville, CO. She has been with Peak since 2007 and leads Tara Hume Financial Consulting, LLC, which holds a partial ownership in Peak Asset Management. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for diverse clients including individuals, retirement plans, trusts, and foundations. The firm employs a client-specific investment policy approach, utilizing both individual security selection and mutual fund/ETF allocation strategies, with the ability to incorporate ESG criteria upon request.

John Mccorvie Jr. is a CFA® charterholder with 25 years of experience in the financial industry. He has been with Peak Asset Management, LLC since 2000 and is a partial owner of the firm. Outside of his advisory role, he manages McCorvie Financial, LLC, which holds ownership interests in Peak Asset Management. Peak Asset Management is an SEC-registered multi-advisor firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, using client-specific investment policy statements and a mix of fundamental, technical, and qualitative analysis.

Bethany Aylor is a CFP® professional with nine years of industry experience, currently serving at Peak Asset Management, LLC since 2020. Her prior experience includes roles at Reputation Resolutions, JP Morgan Securities LLC, JP Morgan Chase Bank NA, and Charles Schwab. She is also an Enrolled Agent authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for around 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing client-specific investment policy statements and a range of strategies including individual security selection and mutual fund/ETF allocations.

Cassidy Steck is a financial advisor at Peak Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Rockefeller Financial LLC, Morgan Stanley, and Ameriprise Financial Services Inc. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, utilizing client-specific investment policy statements and employing strategies that include individual security selection and mutual fund/ETF allocations.