Parker Thompson is a CFP® professional with four years of experience, currently serving as a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT. His prior work includes roles at OSAIC, Securities America, Inc., and Equitable Advisors, among others. Outside of financial advising, he has experience managing a rental property. Smedley Financial Services provides fee-based investment management, financial planning, and retirement plan consulting to individuals, retirees, high-net-worth clients, and plan sponsors. The firm employs a time-segmented approach to lifetime income planning and typically builds diversified portfolios using mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts.

James Atchley is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Global View Capital Management, Global View Capital Advisors, Global View Capital Insurance Services, Go To Technologies, General Atomics Aeronauticals, and Brigham Young University. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits, offering discretionary portfolio management, pension consulting, and financial planning. The firm uses various investment approaches across a broad range of assets and relies on third-party platforms to implement trading and administrative functions.

Parker Wagner is a financial advisor at Interwise with a Series 66 designation and three years of industry experience. His prior roles include positions at Chauner Securities, Valued Wealth Advisors, and Independent Financial Group. Outside of his advisory work, he creates technology-related video content and affiliate marketing through his own social media channel, Tech by Parker. Interwise serves individuals, trusts, retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm focuses on tailored, diversified portfolios and integrates in-house management with third-party managers, offering services that include the use of individual securities, managed accounts, and alternative investments.

Margaret Saez is a Series 65-licensed financial advisor with Physician Wealth Advisors, Inc. in Salt Lake City, UT, where she has worked since 2002. She has 11 years of industry experience and is involved in an administrative role in a construction business she owns with her husband. Physician Wealth Advisors primarily serves members of the Utah Medical Association and related clients, offering discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments. The firm emphasizes strategic asset allocation, broad diversification, and tax-aware portfolio management, operating with a membership-focused model that includes no-cost basic planning services for UMA members.

Larry Clayton is a financial advisor at Oak Lane Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management LLC, Wealth Navigation Advisors, and Waddell & Reed, Inc. Outside of his advisory role, he is involved in several entrepreneurial ventures including Advanced Profit Analysis and other local business activities in Idaho Falls. Oak Lane Advisors is a team advisory firm managing approximately $367 million for 764 clients through eight advisers. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial and wealth planning, and access to separately managed accounts with a focus on diversified, asset-allocation driven portfolios.

Scott Hoxer is a financial advisor with Alliance Wealth Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Goldman Sachs and Townsquare Capital LLC. Additionally, he works as an independent insurance agent offering fixed life insurance and annuities. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm integrates proprietary ETF strategies and third-party model portfolios, employing a SMART Retirement framework to address client objectives and risks.

Reese Harper is a CFP® and ChFC® with 17 years of experience, currently serving as an advisor at Dentist Advisors in Salt Lake City, UT. He has been with the firm since 2007. Outside of his advisory role, Harper mentors undergraduate and graduate students in business programs through the BYU Associate Entrepreneurs Founders Organization and is CEO of Elements Technology, Inc., a software firm. Dentist Advisors serves dentists, other professionals, and high-net-worth clients, providing investment management, wealth management, retirement-plan consulting, and financial planning. The firm employs a Modern Portfolio Theory approach with discretionary model portfolios primarily composed of ETFs and mutual funds, supported by an Investment Committee and third-party sub-advisers.

Luke Woodland is a financial advisor at Refined Wealth Management in Salt Lake City, UT, holding a Series 65 designation. He has one year of industry experience, including prior work at Harm & Harm Consulting Group. Refined Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and small businesses by providing portfolio management, financial planning, tax, and insurance services. The firm manages portfolios primarily through in-house model strategies and administers pooled vehicles such as donor-advised funds and sponsored 401(k) plans.

Colin Lake is a financial advisor at ALTA Capital Management LLC with a Series 65 designation. He has one year of industry experience, including roles at several financial and country club organizations. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a quality-growth, bottom-up investment process and serves as adviser or sub-adviser to registered funds while integrating responsible-investing practices.

Devon Duffy is a financial advisor at TrueNorth Wealth with one year of industry experience. He holds a Series 65 designation and has worked at TrueNorth Wealth since 2025. Prior to this, he was employed at NorthRock Companies and has a background that includes roles at Brigham Young University and the Church of Jesus Christ of Latter Day Saints. TrueNorth Wealth serves individual and high-net-worth clients such as physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning, investment supervisory services, ERISA plan services, and institutional consulting, emphasizing asset allocation, portfolio construction, and regular client communication.

Carter Larsen is a financial advisor with TrueNorth Wealth in Salt Lake City, UT. He holds a Series 65 credential and has been with TrueNorth Wealth since 2021. His prior work experience includes roles in education, military training through Army ROTC, and the bicycle retail industry. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services with a focus on asset allocation, portfolio construction, and client communication through regular reviews and reports.

Wendy Lewis is a financial advisor at Physician Wealth Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 designations with 15 years of industry experience. She has been with Physician Wealth Advisors, formerly Uma Financial Services, since 2004 and has also worked at Fidelity Brokerage Services since 1987. Physician Wealth Advisors primarily serves members of the Utah Medical Association, their families, and related entities, focusing on physician practices and associated plans. The firm offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments, emphasizing strategic asset allocation, broad diversification, and tax-aware portfolio management.

Taylor Dillon is a financial advisor with Alliance Wealth Advisors, LLC in Centerville, UT. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Shaw & Nielsen PC, Tanner LLC, and Traveller & Company. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF models and a SMART Retirement framework, typically managing accounts on a discretionary basis through a platform relationship with TownSquare Capital.

Ryan Bladen is a CFP® and Series 66-licensed advisor with Physician Wealth Advisors, Inc. in Salt Lake City, UT. He has 19 years of industry experience and has been with the firm, formerly known as Uma Financial Services, since 2008. Physician Wealth Advisors primarily serves members of the Utah Medical Association and their families, focusing on physician practices and related entities. The firm offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments, with an investment approach centered on strategic asset allocation, broad diversification, and tax-aware portfolio management.

Daniel Bell is a financial advisor at Iron Gate Global Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Royal Alliance Associates Inc for 19 years. Bell is also owner of Daniel K. Bell & Associates, P.C., which provides third-party administration for defined contribution retirement plans. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans with discretionary and non-discretionary asset management and comprehensive portfolio management that integrates financial planning and investment oversight. The firm uses fundamental analysis and a business-owner orientation in its investment process and offers both model portfolios and tailored strategies aligned with client goals and risk tolerances.

Scott Stowell is a financial advisor at Oak Lane Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. LLC for 16 years before joining Wealth Navigation, LLC, operating as Oak Lane Advisors. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm focuses on diversified, asset-allocation driven portfolios and offers discretionary portfolio management, comprehensive financial planning, and access to alternative investments and private equity opportunities for accredited or sophisticated investors.

Richard Nelson is a financial advisor at North Capital with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at North Capital Private Securities since 2015. In addition to his advisory role, he serves as managing director at North Capital Investment Technology Inc., which holds intellectual property assets for North Capital Group companies. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach, utilizing mutual funds, ETFs, and separately managed accounts, with quantitative risk models and proprietary analytics to construct diversified portfolios and monitor tax efficiency.

Mason Page is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He previously worked at TownSquare Capital, LLC and Allegis Investment Advisors. Mason also works as an independent insurance agent, offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a model-driven investment approach featuring proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

Minh Le is a CFA® charterholder with nine years of industry experience, currently serving at North Capital Private Securities since 2016. He holds the Series 63 license and is based in Salt Lake City, UT. Outside of his advisory role, he provides ride-share services on platforms such as Uber and Turo. North Capital offers financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach that incorporates quantitative risk models, proprietary analytics, and a range of investment vehicles, including mutual funds and separately managed accounts.

Curtis Lamb is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Narus Financial Partners since 2014 and previously worked at Black Sheep Investment Advisor, LLC from 2020 to 2022. Lamb serves as a board member of UMA Financial Services, a nonprofit providing financial services to medical professionals. Narus Financial Partners is an SEC-registered advisory firm serving individuals, trusts, estates, and small businesses with asset management, investment consulting, and financial planning. The firm employs a combination of fundamental, qualitative, technical, and quantitative analysis alongside strategic and tactical asset allocation, and it is notable for its formal affiliation with a law firm and its use of option strategies and margin borrowing in managed accounts.