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About our speakers

Gary Petersen, CPA
A+P CPAs
Founding Partner, Managing Partner & Director of Opportunity

If you’ve met Gary Petersen, CPA, you already know he’s not your typical accountant. He’s one of the Founding Partners, Managing Partner, and proudly holds the title of Director of Opportunity at A+P CPAs—which says a lot about how he leads. With over 30 years in the business, Gary has worked in just about every corner of public accounting: tax strategy, entity selection, estate planning, nonprofit consulting, business advisory—you name it, he’s been there, done that, and probably helped make it better.

That “Director of Opportunity” title isn’t just for show—it’s how he operates. Whether he’s helping business owners make smarter decisions or giving team members the support and space they need to grow, his goal is simple: create opportunities that lead to real success. Around here, he’s the guy constantly reminding everyone to put family first—and making sure the firm’s culture actually supports that.
Gary also spends a lot of time giving back. He’s a longtime educator with the Associated Builders and Contractors, where he teaches contractors how to level up their businesses, run lean and smart, and keep more of what they earn. He’s passionate about helping people become not just better business owners, but better leaders.

And if you think that sounds like a full plate—just wait. Gary served 22 years on the West Point City Council, 18 years on the North Davis Fire District Board, and has twice chaired the Davis Chamber of Commerce, earning the chamber’s Legacy Award along the way. He’s also deeply involved with PARC (Pioneer Adult Rehabilitation Center), an incredible nonprofit that helps adults with disabilities thrive. PARC is part of ServiceSource, a $250 million non-profit organization where Gary currently serves as Chairman of the Board.

But even with all that going on, he keeps things grounded. His favorite title? Grandpa. When he’s not mentoring clients or shaping firm strategy, you’ll probably find him crawling on the floor with a grandkid or out cycling Utah’s backroads. (And not just casually—he’s conquered the LOTOJA: a brutal 206-mile race with 10,000 feet of climbing through three mountain passes – seven times. He swears it’s fun.)

Gary and his wife Carolyn love to travel, including trips to Europe and the Greek islands, chasing “pinch me” moments and soaking up as much life as possible. Whether he’s leading a board meeting, teaching a tax class, or passing out snacks to toddlers on the floor, Gary shows up with heart, energy, and the kind of perspective that reminds you what really matters.

Glade Morley
J.P. Morgan Private Bank
Vice President, Private Banker

Glade Morley is a Banker at the J.P. Morgan Private Bank in Salt Lake City, Utah. Glade and a team of integrated specialists partner together to help successful individuals and families plan, invest, bank and borrow. He is passionate about creating meaningful relationships by providing valuable advice and exceptional service. Glade is committed to tailoring the world-class capabilities of J.P. Morgan to help clients achieve their unique financial goals.

Before returning home to Utah, Glade worked at the J.P. Morgan Private Bank in New York. There he partnered with a team of advisors to help the most successful individuals and families throughout New York reach their goals.

Prior to joining J.P. Morgan, Glade worked at a boutique investment advisory firm in Salt Lake City. There he co-managed client relationships and leveraged technology to enhance investment operations and client experience.

Glade graduated Cum Laude from the University of Utah where he earned a B.S. in Finance. While earning his degree, Glade was also an equity research analyst for the University’s Student Investment Fund. In that role, he was part of a team that managed several U.S. Equity portfolios. Glade holds FINRA series 7, 63 and 65 licenses.

Glade is actively involved in the community and regularly volunteers with non-profit organizations focused on financial literacy and education. Glade and his wife, J, and their four children enjoy cooking together and exploring the outdoors.

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