Timothy Brann is a CFA® charterholder with 13 years of industry experience. He has been with Soltis Investment Advisors, LLC since 2019 and previously worked at SlateStone Wealth, LLC and BP Wealth Management, LLC. He is based in Salt Lake City, UT. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting. 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.

William Wallace is a CFA® charterholder with 11 years of industry experience. He has been with Soltis Investment Advisors, LLC in St. George, UT since 2014. 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 various investment vehicles.

Cody Wiseman is a financial advisor at Soltis Investment Advisors, LLC with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at TIAA-CREF and Fidelity. Wiseman has been with Soltis since 2020. 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, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach that integrates quantitative screening and qualitative manager due diligence across a range of asset types.

Samuel Gardiner is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Grandeur Peak Global Advisors for five years. His background also includes roles at the University of Utah and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement 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.

Ryan Croy is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments, Flagstaff House, and Wells Fargo Clearing. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base including individuals, institutions, trusts, endowments, and retirement plans. The firm employs an investment approach based on Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, and manages approximately $13 billion in client assets.

Blake Williamson is a financial advisor at Soltis Investment Advisors, LLC in St. George, UT. He holds a Series 65 designation and has professional experience that includes roles at PepsiCo and various other companies prior to joining Soltis Investment Advisors in 2023. Williamson also worked at Utah Tech University from 2020 to 2024. 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.

Selby Fauatea is a financial advisor at Soltis Investment Advisors, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Fauatea’s prior experience includes roles at Utah Retirement Systems, Ettington Financial Group, New York Life, and Fidelity Investments. He also volunteers as treasurer for the CCWS Alumni Association, a nonprofit that raises scholarship funds for students attending CCWS High School in Samoa. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a process combining Modern Portfolio Theory with quantitative and qualitative manager analysis, offering a range of investment options and ongoing client communication services.

Caden Keate is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, with two years of industry experience. He holds a Series 65 designation and previously worked at Ryan Valuation and Mister Car Wash. He has also been involved with BYU Outdoors Unlimited and has experience with various organizations including The Church of Jesus Christ of Latter-day Saints and Trek Bicycle Corporation. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory-based approach with quantitative screening and qualitative due diligence across a range of investment types, managing approximately $13 billion in client assets.

Wade Holmstead is an advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Notable Woodworking and the BYU Testing Center. 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 assets and integrates Modern Portfolio Theory with both quantitative and qualitative manager due diligence in its investment approach.

Jedd Wilson is a financial advisor at Soltis Investment Advisors, LLC with 31 years of industry experience. He holds Series 65, 66, and 63 credentials. Prior to joining Soltis in 2018, he worked at Independent Financial Group LLC for four years. 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 manages approximately $13 billion in assets and employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence in its investment process.

Marcus Littlewood is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles at Bay Equity Home Loans, Brigham Young University, and professional sports organizations such as the Arizona Diamondbacks and Seattle Mariners. 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.

Derek Tanuvasa is a CFP®-designated financial advisor with six years of industry experience. He is currently with Soltis Investment Advisors, LLC and has previously worked at Fidelity Investments, DFPG Investments, FirstPurpose Wealth, Merrill Lynch - Bank of America, Vivint, Inc., and Utah Valley University. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting. 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.

Tyler Finlinson is a financial advisor at Soltis Investment Advisors, LLC with 22 years of industry experience. He has held roles at Soltis since 2009 and previously worked at Russell Investments and Strong Capital Management Inc. He holds Series 63 and Series 65 licenses. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory-based approach combined with quantitative and qualitative manager analysis and manages approximately $13 billion in client assets.

Ammon Christensen is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, holding a Series 65 license with six years of industry experience. He has been with Soltis since 2016, with prior experience at Brigham Young University from 2015 to 2018. 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 assets and employs an investment process based on Modern Portfolio Theory combined with quantitative and qualitative analysis, offering a range of investment options including ETFs, equities, fixed income, and alternatives.

Emma Egan is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. She previously worked at Fisher Investments for five years and has held roles at Learfield IMG and the University of Oregon. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including individuals, institutions, and trusts. The firm manages approximately $13 billion in client assets and employs an investment process based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence across a range of asset types.

Tyler Jackson is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Confident Financial and Utah Valley University. 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 employs a Modern Portfolio Theory-based investment process combined with quantitative and qualitative analysis, managing approximately $13 billion in assets.

Benjamin Justice is a financial advisor at Soltis Investment Advisors, LLC with 13 years of industry experience. He has been with Soltis since 2016. 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 manages approximately $13 billion in assets and employs a portfolio approach based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence.

Alexander Shaw is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 designation and one year of industry experience. He previously worked at Bank of America for ten 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.

Walter Peterson is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in academic roles at Utah Tech University, Snow College, and California State University–Sacramento. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans. The firm employs a manager selection process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence to construct portfolios including ETFs, mutual funds, private alternatives, and structured instruments.

Christie Behunin is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Soltis since 2017 and previously worked at RLK Com LLC, where she served as CFO/CEO of multiple businesses in the retail and hospitality sectors. Outside of her advisory role, she coaches triathletes and provides consulting support for individuals with eating disorders. Soltis Investment Advisors offers 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 and employs a process combining Modern Portfolio Theory with quantitative and qualitative manager analysis across a broad range of investment options.