Michael Turvey is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Soltis Investment Advisors, LLC and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade Institutional. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in client assets. The firm employs a Modern Portfolio Theory-based approach combined with quantitative and qualitative manager due diligence, offering a range of investment options and emphasizing ongoing client communication.

Spencer Humphrey is a financial advisor at Soltis Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Soltis in 2020, he worked at TIAA-CREF from 2014 to 2020. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

James Camp is a financial advisor with Soltis Investment Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at DCPT, REPP, Sunergy, and other organizations, as well as experience in education and nonprofit service. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse clientele, including high-net-worth individuals, institutions, and retirement plans. The firm employs a Modern Portfolio Theory-based investment process that combines quantitative screening with qualitative manager due diligence and emphasizes ongoing client communications.

Robert Merrell is a financial advisor at Soltis Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Soltis since 2018. Prior to that, he was associated with Definitive Advisors LLC and Vistage International. Outside of his advisory role, Merrell serves as chairman of BROWZ LLC, a SaaS business, and is an Area Seventy for The Church of Jesus Christ of Latter-day Saints in the North America Northwest Area. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, consulting, and pension plan services.

Tyler Leuning is a financial advisor at Soltis Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years and Leading Edge Academy for three years. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

Jason Stuhmer is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He held prior roles at SkyOak Wealth Management and Country Financial. Stuhmer serves on the board of trustees and the financial management committee of Nasri Academy for Gifted Children, a private school offering K-8 education. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and combines Modern Portfolio Theory with quantitative and qualitative analysis in its investment approach.

Hal Anderson is a financial advisor at Soltis Investment Advisors, LLC with 32 years of industry experience. He has been with Soltis since 2003 and holds a Series 65 designation. Outside of his advisory role, Anderson serves as president of Soltis Holdings Inc., a consulting company. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management and financial planning services.

Kim Anderson is a financial advisor at Soltis Investment Advisors, LLC with 27 years of industry experience. He holds a Series 65 designation and has worked at Soltis since 2003 and Smith Henderson & Associates, Inc. since 1998. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, providing discretionary portfolio management, financial planning, and consulting services. The firm uses a manager selection and portfolio construction process that incorporates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a range of investment vehicles.

Ethan Woods is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He has held prior roles at Wells Fargo Clearing, Fisher Investments, Purshe Kaplan Sterling Investments, 49 Financial, and Axa Advisors. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting services to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a Modern Portfolio Theory-based investment process incorporating quantitative screening and qualitative manager due diligence.

Bernard Braudis is a financial advisor with Soltis Investment Advisors, LLC, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His previous roles include positions at Financial Technology, Principal Street Partners, HJ Sims, and Greenwich Investment Management. He also consults periodically with fintech companies on user experience, data integrations, and potential enhancements. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including high-net-worth individuals, institutions, trusts, and retirement plans. The firm employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, offering a range of investment options and regular client communications.

Jacob Taggart is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 credential. He has been with the firm since 2025 and previously worked in roles at the City of St George, Utah Tech University, and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Austin Wilcox is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked in engineering roles before joining Soltis in 2022. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base that includes high-net-worth individuals, institutions, trusts, and retirement plans. The firm manages approximately $13 billion in client assets and employs a Modern Portfolio Theory-based investment process combined with quantitative and qualitative analysis.

Melissa Spragg is a financial advisor at Soltis Investment Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. Outside of her advisory career, she was involved with Warrior Mouthguards LLC for five years. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Joshua Hamblin is a financial advisor at Soltis Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Sunrun, Inc., Lunt Capital Management, Inc., and American Logistics Company LLC. Based in Salt Lake City, UT, he has been with Soltis since 2023. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Brent Moore is a financial advisor at Soltis Investment Advisors, LLC in St. George, Utah. He holds a Series 65 designation and has 13 years of industry experience, all with Soltis since 2013. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets using a process based on Modern Portfolio Theory combined with quantitative screening and qualitative manager due diligence.

Nathaniel Barton is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC from 2016 to 2022. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Ryan Murray is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Motivosity, Oasis Outsourcing, Fairstream, Choose Greatness, Qualtrics, Union Pacific Railroad, and Brigham Young University. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm combines Modern Portfolio Theory with quantitative screening and qualitative manager due diligence to manage approximately $13 billion in client assets.

Maizy Hall is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked in various roles across multiple industries, including positions at Killer Burger and Sushi Pure prior to joining Soltis. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm combines quantitative and qualitative manager selection methods and provides ongoing client communications and performance reviews.

Mark Essenfeld is a CFP® with 21 years of industry experience. He is currently with Soltis Investment Advisors, LLC and previously worked at HUB International, TCG Advisors, and Mass Mutual Investors Services. He serves as Treasurer for the Board of Trustees at Life's Plan Inc., a not-for-profit organization involved in investment-related activities. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, consulting, and retirement plan services.

Scott Barrett is a financial advisor at Soltis Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Hallows & Company and Snow & Nelson LLP, Certified Public Accountants. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, and retirement plans. The firm’s investment approach combines Modern Portfolio Theory with quantitative and qualitative manager analysis, offering a range of investment options and regular client communications.