Gregory Black is a CFP® and ChFC® with 16 years of experience in financial advising. He is affiliated with Tencap Wealth Coaching, a team-based firm where he has been active since 2012. Outside of his advisory work, he serves as president of the Grant Taggart Symposium Committee, organizing an annual symposium for financial advisors. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm emphasizes tailored asset management and offers co-advisory services alongside third-party managers.

Tyler Glazier is a financial advisor at New Millennium Group in Sandy, Utah, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining New Millennium Group in 2019, he had brief tenures at E*Trade Securities and worked in other roles including Rallysport Direct. He is also licensed as an insurance agent offering life and health products, spending less than 10% of his time on this activity. New Millennium Group is a team of 13 advisors managing approximately $257 million across various individual clients, retirement plans, charitable organizations, and trusts. The firm employs a three-level investment process combining broad asset allocation, security-level selection, and client risk constraints, using both in-house management and external providers to customize portfolios.

Jack Ignatius is a financial advisor at MSH Capital Advisors LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at UMB Bank and Charles Schwab & Co., Inc. He is also engaged as a Relationship Manager for Candor Wealth Advisors, focusing on client engagement and relationship management. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts and estates, foundations, and government entities. The firm delivers advice through a network of independent Investment Advisor Representatives who tailor recommendations based on clients’ goals, risk tolerances, and time horizons.

David Swapp is a CFP® professional with 21 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2005. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities, providing financial planning, investment supervisory services, and referrals to third-party asset managers. Net Worth Advisory Group employs a process centered on detailed financial profiles and written plans to guide asset allocation, offering semi-annual account reviews and comprehensive performance reporting.

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.

Rock Allen Sr. is a financial advisor at Tencap Wealth Coaching with 10 years of industry experience. He holds a Series 65 license and has worked at firms including Evident Wealth Management and his own sole proprietorship. In addition to his advisory work, he practices law through his own firm, Rock Winchester Allen - Counsellor at Law, PLLC. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm delivers investment advice primarily through discretionary asset management tailored to client goals, while also offering co-advisory services and ongoing retirement plan consulting.

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.

James Ferrin is a CFP® professional with 42 years of experience in the financial services industry. He currently serves at Asset One Wealth Management, LLC and has previously worked at LPL Financial and Triad Advisors. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with more than $2 million in assets through combined wealth management and family office coordination.

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.

Dallin Bunnell is a financial advisor at Elevated Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including life insurance and annuity contract writing and servicing. Outside of advisory work, he manages a family property, overseeing repairs and maintenance. Elevated Capital Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, estates, retirement plans, and corporations. The firm provides investment management and financial planning through a network of independent advisors, employing a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation.

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.

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.

James Celico is a financial advisor at North Capital with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avalon Securities, Cambridge Wilkinson, and Adaptive Distribution Group LLC. Outside of advising, he manages several non-investment-related consulting and business activities, including roles with The RIA Network Group, LLC and Adaptive Distribution Group LLC. 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 with quantitative risk models and proprietary analytics, offering both discretionary and non-discretionary portfolio management along with an online advisory platform.

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.

Elton Wilcox is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. He has worked at LPL Financial since 2015. Outside of his advisory role, he works as a rideshare driver for Uber. Elevated Capital Advisors, LLC serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis and provides various portfolio management and consulting services through a network of independent advisors.

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.