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 at TrueNorth Wealth in Salt Lake City, UT, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Marwood Design, Army ROTC, and Brigham Young University. Larsen has been involved with nonprofit and educational institutions, including the LDS Church and Bentonville High School. 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, emphasizing asset allocation and portfolio construction and maintaining both wrap fee and non-wrap account options.

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.

Richard Nelson is a financial advisor at North Capital with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North Capital Private Securities since 2015. Nelson also serves as Managing Director of North Capital Investment Technology Inc., overseeing intellectual property and equity interests related to the firm. North Capital provides financial planning, discretionary and non-discretionary investment management, and consulting services to individuals, families, family offices, and institutional clients. The firm employs an open-architecture approach to portfolio construction, utilizing proprietary quantitative models alongside a range of investment vehicles including mutual funds, ETFs, ETNs, and separately managed accounts.

Robert Galeria is a financial advisor with Tencap Wealth Coaching, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also the managing member and owner of Oakstead Infusion Pharmacy and Oakstead Infusion Pharmacy of Eastern Idaho LLC. Additionally, he works as an independent insurance agent. 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 offers tailored asset management and ongoing retirement plan consulting, operating from multiple offices with formal affiliations to other advisory and insurance entities.

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 based in Salt Lake City, UT, with 10 years of industry experience. He has worked at North Capital Private Securities since 2016. Outside of his advisory role, Minh provides ride-share services through Uber and Turo for a few hours each week. North Capital offers financial planning, investment management, and consulting services to individuals, families, family offices, and institutional clients. The firm employs an open-architecture investment approach using diversified model portfolios supported by proprietary quantitative models and third-party analytics.

Curtis Lamb is a financial advisor with Narus Financial Partners, LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at BlackSheep Investment Advisor, LLC and Charles Schwab. He serves on the board of UMA Financial Services, a nonprofit providing financial services to medical professionals. Narus Financial Partners is a team-based SEC-registered adviser managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm uses a combined fundamental, qualitative, technical, and quantitative investment approach with both strategic and tactical asset allocation, offering discretionary and non-discretionary management, as well as employing derivatives and borrowing strategies in separately managed accounts.

Christopher Wilkinson is a financial advisor with Aegis Wealth Management, Inc. in Holladay, UT, holding Series 63 and Series 66 licenses and with 21 years of industry experience. His prior roles include positions at Resources Investment Advisors, Triad Advisors, Wells Fargo Clearing, U.S. Bancorp Investments, LPL Financial, and Chase Investment Services. He is also involved in selling Medicare Advantage and supplement insurance plans as part of his retirement planning services. Aegis Wealth Management serves individual investors, high-net-worth clients, institutions, and retirement plans with financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm employs a multi-team advisor structure and primarily implements portfolios through third-party sub-advisers and model portfolios, offering both project-based planning and ongoing asset management.

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.

Christopher Captain is a Series 65-licensed financial advisor at Trek Financial with three years of industry experience. His prior roles include positions at eFinancial and BCJ Financial. Outside of advising, he works as an insurance agent and drives for DoorDash during non-trading hours. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools, direct indexing with tax-loss harvesting, and a diverse array of systematic and alternative strategies.

Uma Khandkar is a financial advisor at Diversify Wealth Management, LLC with five years of industry experience. Prior to joining Diversify in 2026, she worked at Fidelity Investments for six years and has a background in real estate as a realtor. She is a partner in a real estate-related business. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, and fiduciary services through a team of more than 50 advisors. The firm emphasizes tactical diversification and asset allocation using a variety of investment strategies and platforms.