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Luminaries 2026 Rising Star

Roberts, Nicole

VP, Nicole Roberts

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Luminaries 2026

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Nicole Roberts, CFP®, Vice President and Financial Advisor on the Rock House Team at Wealth Enhancement, is redefining what next-generation advice looks like for an audience the wealth management industry has historically overlooked: widowed women, single mothers, caregivers, and the women who carry the financial load for their families. She is the co-creator and co-host of “He's Gone But The Money's Not,” a 39-episode podcast dedicated to widows navigating life after loss, which she is expanding in 2026 into “Women Who Carry the Load,” a 24-episode educational series paired with free community town halls, including a timely session for Utah families navigating the Intermountain Health pension freeze.