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.

Mc Kenna Jacobsen is a financial advisor at Net Worth Advisory Group, LLC with the Series 65 designation and six years of industry experience. She has been with Net Worth Advisory Group since 2014. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing financial planning, investment supervisory services, and referrals to third-party asset managers. The firm offers both discretionary and non-discretionary portfolio management and prepares standalone financial plans, with a process centered on a detailed financial profile and written plan that guides asset allocation based on client risk tolerance, time horizon, and objectives.

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.

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.

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.

Robert Lym is a financial advisor at LPG Capital Management with a Series 65 credential and five years of industry experience. He has worked as an urgent care physician at Intermountain Healthcare since 2001. LPG Capital Management is a five-advisor team managing approximately $99.7 million for about 311 clients. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities, using model-driven portfolios that combine fundamental and technical analysis.

John Thomas Lloyd is a financial advisor at Parkshore Wealth Management with 14 years of industry experience. He holds a Series 65 designation and has been with Parkshore Wealth Management since 2012. Parkshore Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, and participants by offering portfolio management, financial planning, tax preparation, and estate-planning tools. The firm employs a disciplined investment approach centered on asset allocation, passive strategies, and model portfolios, enhanced by custom indexing, sub-adviser relationships, and fiduciary retirement plan services.

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.

Christopher Wilkinson is a financial advisor at Aegis Wealth Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Resources Investment Advisors, Triad Advisors, and Wells Fargo. Outside of his advisory role, Wilkinson is involved in retirement plan services and sells life and annuity products as well as Medicare insurance plans. Aegis Wealth Management serves individual investors, institutions, and retirement plans, offering comprehensive financial planning and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers for investment implementation and uses AI-based tools alongside direct indexing strategies.

Joanne Chapman is a financial advisor with Wealth Foundations Partners, LLC in Salt Lake City, UT. She holds a Series 65 credential and has two years of industry experience. Prior to joining Wealth Foundations Partners, she worked at CastleView Partners and spent over a decade at Associated Foods. Outside of her advisory role, she has part ownership interests in her family’s business investments, including a pizza restaurant and real estate holdings. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits. The firm offers discretionary portfolio management and financial planning, utilizing a variety of investment approaches and third-party platforms to support client portfolios.

Richard Wagner is a financial advisor at Interwise with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Chauner Securities Inc and Valued Wealth Advisors, LLC, where he is a principal. Wagner also provides tax and accounting services through Interwise Tax, LLC and serves as president of Balanced Advisors, Inc., an SEC-registered investment adviser. Interwise offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages diversified portfolios using equities, fixed income, ETFs, mutual funds, and alternative investments, often incorporating third-party managers and maintaining ongoing suitability reviews.

Danielle Gregory is a CFP® and Series 65-licensed financial advisor with Albion Financial Group in Salt Lake City, UT. She has 10 years of industry experience and has been with Albion Financial Group since 2011. Albion Financial Group provides discretionary portfolio management and financial planning services to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

Christopher Casale is a financial advisor at Root Financial Partners in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. His prior work includes roles at RightWise Wealth, Inc. and in hotel management positions with Crescent Hotels & Resort, Kimpton Hotels & Resorts, and Interstate Hotels & Resorts. Casale earned a Master’s in Financial Planning from the University of Georgia. Root Financial Partners provides investment management and comprehensive financial planning services to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programs and online financial academies separate from its advisory services.

King Chun Hung is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding Series 65 and Series 66 credentials with six years of industry experience. His prior roles include positions at the University of Utah and STI Asset Management Limited. Sepio Capital is an SEC-registered investment adviser that manages approximately $4.46 billion in client assets and serves a diverse client base including high-net-worth individuals, families, trusts, and institutional investors. The firm employs a fundamentals-driven investment approach, utilizing proprietary strategies and independent managers across various asset types, including equities, fixed income, private funds, and digital assets.

Brock Bowden is a financial advisor at Dynamic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Yellowstone Partners and Crown Capital Securities. In addition to his advisory role, he is an Independent Insurance Agent selling insurance and annuity products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services such as discretionary portfolio management and practice-support for other advisers.