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Dylan W

Series 65

St. George, UT

RFG Advisory, LLC

Dylan Wathen is a financial advisor with RFG Advisory, LLC in St. George, UT. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at LendingClub and B.O.S.S. Retirement Solutions. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, access to third-party and proprietary model strategies, alternative investments, and annuity management, typically managing assets on a discretionary basis through a mix of actively managed and passive models, direct indexing, and tax-aware strategies.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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Brandon O

Series 65

St. George, UT

RFG Advisory, LLC

Brandon Olson is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked with BOSS Retirement Advisors, LLC and BOSS Retirement Solutions, LLC since 2015 and joined RFG Advisory in 2026. Outside of his advisory role, Olson is a broker for MTN MAN Realty, LLC, and manages several short-term rental properties in Utah and Arizona. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients. The firm provides portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies, with a focus on risk-managed, tax-aware approaches.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner Educators, Teachers, and Academics Doctor or Medical Professional Executive Women Professionals
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