Jay Wells is a financial advisor at Soltis Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Drive Wealth Advisers, Foresight Wealth Management, LLC, and Securities Service Network. 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 to choose ETFs, mutual funds, private alternatives, and structured instruments.

Jacob Wagner is a financial advisor at Soltis Investment Advisors, LLC in St. George, Utah, holding a Series 65 designation with seven years of industry experience. He has worked previously at Retirement Wealth Advisors, Inc. and Ashton and Associates, and has experience in business operations outside of finance, including roles at AB Pest Control and Doterra. 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 employs a Modern Portfolio Theory-based approach combined with quantitative screening and qualitative manager due diligence, offering a broad range of investment vehicles and a communication program that includes quarterly reviews and client conferences.

James Shumway is a CFP® with 27 years of industry experience, currently affiliated with Soltis Investment Advisors, LLC in St. George, Utah. He has worked with Soltis since 1998 and has also been associated with Dalton Strategic Investment Services since 2011. Outside of his advisory role, he holds a small ownership interest in TuskerBlu, a company involved in marketing computer discs for a non-public entity. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence to construct diversified portfolios.

Krista Young is a financial advisor at Soltis Investment Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Legacy Wealth Management, LLC and Goldman Sachs. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm uses a manager selection and portfolio construction process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Jacob Butterfield is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 credential and three years of industry experience. His prior work includes positions at Utah Tech University, Sherwin Williams, The Church of Jesus Christ of Latter Day Saints, and Pine View High School. 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 employs a Modern Portfolio Theory-based approach with quantitative and qualitative manager due diligence, offering a range of investment options and regular portfolio reviews.

Taylor Acevedo is a financial advisor at Soltis Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at TownSquare Capital and FJ Management Center. His background also includes time at Utah State University and service with 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 combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Jeffrey Harris is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including CWM, LLC, Carson Institutional Alliance, and Northwest Wealth Management LLC. Outside of his advisory role, he is a co-owner of a Ziggi's Coffee franchise. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm uses a manager selection and portfolio construction process that combines Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Clark Taylor is a financial advisor with Soltis Investment Advisors, LLC in St. George, UT. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 22 years with Soltis. 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 to manage a diversified range of investment vehicles.

Jonathan Saculles is an advisor at Soltis Investment Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Utah Innovation Fund, RAM Aviation Space & Defense, and Washington County Assessor. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, and retirement plans. The firm manages approximately $13 billion in client assets and employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative due diligence in its investment approach.

Thomas Adams is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. He has been with Soltis Investment Advisors, LLC since 2013. 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 Modern Portfolio Theory-based investment approach incorporating quantitative screening and qualitative manager due diligence.

Wayne Demeester is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Definitive Advisors LLC since 2011. Outside of his advisory role, he serves on the BYU Marriott School of Business Entrepreneur Advisory Board and holds board and partnership positions in several private companies, including Vesiflo Inc. and Blue Sky Inc. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a manager selection process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence to construct diversified portfolios.

Logan Holbrook is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Olympus Wealth Management, VentureCapital.org, and HB Investment Group, as well as experience outside finance at Holbrook Mortuary and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm uses a combination of Modern Portfolio Theory, quantitative screening, and qualitative due diligence to manage approximately $13 billion in assets across various investment vehicles.

Tyson Gillies is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Soltis since 2018. Prior to joining Soltis, he spent two years at Utah Valley University. Soltis Investment Advisors serves a diverse client base including individuals, 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.

Karl Tresner is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity, and MassMutual Life Insurance Co. He is also an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales. 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 utilizes a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, offering a broad range of investment options and regular client communication.

Alyssa Mc Laughlin is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Stonebridge Financial Partners, Kennedy Financial Group, and Flexible Plan Investments. Before entering the financial sector, she worked in client-facing positions at Hand & Stone Massage & Facial Spa, Inverness Country Club, and Dicks Sporting Goods. 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 combines Modern Portfolio Theory with quantitative and qualitative manager selection and maintains a communications program featuring quarterly reviews, market commentary, and client conferences.

Herman Tkach is a CFP® professional at Soltis Investment Advisors, LLC with 19 years of industry experience. His prior roles include positions at Mercer Global Advisors, U.S. Bancorp Investments, U.S. Bank, and TIAA-CREF. He serves on the board of his condominium association and is a board member and endowments committee member of the Jewish United Fund of Metropolitan Chicago’s Russian Speaking Jewish Division. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in assets. The firm employs a Modern Portfolio Theory-based approach that integrates quantitative screening and qualitative manager due diligence and emphasizes ongoing client communication through regular reviews and market commentary.

Ryan Ennis is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He has been with Soltis since 2019 and previously worked at National Benefit Services from 2016 to 2019. Ennis holds Series 66, Series 63, and Series 65 licenses. 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 utilizes a diversified investment approach based on Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence.

Shawn Woods is a Series 65-licensed financial advisor with Soltis Investment Advisors, LLC, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he is the founder and owner of Lasso Savings, LLC, an advertising and fundraising business. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm uses a manager selection and portfolio construction process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Hunter Johnson is a financial advisor at Soltis Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at KPMG LP and Pelion Venture Partners. Outside of his advisory role, Johnson serves as a teaching assistant at the University of Utah, tutoring students in marketing. 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.

Lon Henderson is a financial advisor at Soltis Investment Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Soltis since 2003. Henderson is also involved in several other business ventures, including management and real estate development partnerships, and serves on the board of directors for BILT. 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 a range of portfolio management, financial planning, and consulting services.