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.

Katherine Ludeman is a financial advisor with Private Advisory, holding a Series 66 designation and 10 years of industry experience. She previously worked at RBC Capital Markets for 10 years before joining Private Advisory Group LLC in 2021. Outside of her advisory work, she has a passive ownership interest in a storage unit facility and office space through Farstvedt & Scott, LLC. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with tailored allocations and offers performance-based fee options and specialized strategies such as option box-spread synthetic lending.

Stephen Reeves is a CFP® with 10 years of industry experience and currently serves as an advisor at Private Advisory Group LLC. His prior roles include positions at Approach Capital and Footprints Coastal Inc. Since 2021, he has been a managing member of Magic-Closet LLC, a business selling an outdoor pickleball game, where he handles accounting, finance, and sales. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that combine equities, fixed income, and alternative exposures, and offers performance-based fee options and specialized strategies for qualified clients.

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.

Matthew Chambers is a CFP® and ChFC® professional with 14 years of experience in financial advising. He currently works at Private Advisory Group LLC and previously held roles at QuickBoost EV, Transamerica Financial Advisors, Inc., and World Financial Group Insurance Agency, Inc. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that blend equities, fixed income, and alternative exposures, offering tailored allocations and a performance-based fee option for qualified clients.

Wesley Jensen is a financial advisor with Private Advisory in Draper, UT, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at ABG Consultants for 13 years before joining Private Advisory Group LLC in 2022. Jensen is also a licensed life and health insurance agent since 2004, dedicating a small portion of time to this non-investment activity. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with flexibility for advisors to tailor strategies and offers performance-based fee arrangements and concierge services for qualified clients.

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.

Mckenna Sheldon is a CFP® professional with six years of industry experience, currently serving at Private Advisory Group LLC since 2021. Prior to this, Sheldon worked at LPL Financial, LLC and Mountain America Credit Union. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model with firm-generated portfolios that include equities, fixed income, and alternative exposures, and uses a range of strategies including derivatives and structured notes to meet client objectives.

William Mortimer II is a financial advisor at Solidarity Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and M. S. Howells & Co. Outside of his advisory role, Mortimer serves as a bishop for The Church of Jesus Christ of Latter-day Saints, where he manages church business, works with youth, and oversees budgeting. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing wealth management services with a fiduciary approach that integrates investment, tax, and estate planning. The firm offers discretionary, personalized investment plans and customized financial administration, including bill-pay services and consolidated reporting.

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.