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 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.

Phillip Kohler is a financial advisor with Wealth Foundations Partners, LLC in Salt Lake City, holding a Series 65 credential and one year of industry experience. Before joining Wealth Foundations Partners in 2025, he worked in various roles including as an account executive at Domo, where he sells software to other corporations. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits, offering discretionary portfolio management and financial planning. The firm uses a combination of investment approaches and third-party platforms to implement client-specific strategies and conducts regular account reviews.

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.

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.

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.

Bradyn Haderlie is a CFP® professional with four years of experience at Capita Financial Network, LLC. Prior to joining Capita, he worked at Frandsen Morrill Advisors, Deseret Mutual Benefit Administrators, and Utah Community Credit Union. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving both individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm implements risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

Cassidy O'Brien is a financial advisor at RFG Advisory, LLC with six years of industry experience. He holds the Series 65 designation and has previously worked with BOSS Retirement Advisors, LLC, BOSS Retirement Solutions, LLC, Vista Treatment Center, and Universal Business Insurance. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm combines actively managed and passive strategies, direct indexing, and tax-aware approaches to portfolio management, and serves a diverse client base with offerings that include alternative investments and annuity management.

Michael Mc Cabe is a CFP® professional with four years of industry experience, currently affiliated with Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investments, LLC, Fox & Company Wealth Management, and Capita Financial Network. Outside of his advisory work, he also works as a delivery driver for UberEats and Grubhub. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, and institutions, offering investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services. The firm employs a tactical diversification approach using a variety of internal and third-party strategies across multiple platform options.

John Larsen is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 credential. He has one year of industry experience, with prior roles including work at the Utah Division of Technology Services and Brigham Young University. Crewe Advisors provides portfolio management and financial planning services to a mix of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and is noted for advising and sponsoring private pooled vehicles and serving insurance company clients.