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.

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.

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.

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.

Brent Moore is a financial advisor with Soltis Investment Advisors, LLC in St. George, Utah. He holds a Series 65 designation and has 12 years of industry experience, including 13 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, offering discretionary portfolio management, financial planning, and consulting 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.

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.

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.

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.

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.

Tyler Finlinson is a financial advisor at Soltis Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Soltis since 2009. 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.

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.

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.

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.

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.

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.

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.

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.

Mardie Dotseth is a financial advisor with Soltis Investment Advisors, LLC in St. George, UT, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Soltis in 2020, she worked at CUSO Financial Services and America First Credit Union. 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 process based on Modern Portfolio Theory with quantitative and qualitative manager analysis, offering a range of investment vehicles and regular client communications.

Travis Johnstone is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Cache Valley Bank and Utah Tech University, where he was employed for several years. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension 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 that combines quantitative screening with qualitative due diligence.

Tyler Wilkinson is a Series 65 credentialed financial advisor with 28 years of industry experience. He has been with Soltis Investment Advisors, LLC since 2003 and has operated as a sole proprietor since 1994. Outside of his advisory work, he is an inspirational speaker. 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.

Jacob Anderson is a financial advisor at Soltis Investment Advisors, LLC in St. George, Utah, with five years of industry experience. He holds a Series 65 designation and has previously worked at Central Bank and the Missionary Training Center. Anderson has been with Soltis Investment Advisors since 2019. 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 and employs a process based on Modern Portfolio Theory that incorporates both quantitative screening and qualitative manager due diligence.

Tyler Headlee 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 Goldman Sachs & Co., LLC for seven years. Outside of finance, he is a silent partner in Emilie Ann Photography LLC. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans. The firm employs a manager selection process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence to construct portfolios using a range of investment vehicles.

Michael Wade is a CFP®-credentialed financial advisor at Soltis Investment Advisors, LLC with four years of industry experience. Prior to joining Soltis in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2021 to 2025. Outside of his advisory role, he provides administrative support for a family-owned health insurance business serving low-income individuals. 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 assets, employing a Modern Portfolio Theory-based process that combines quantitative and qualitative analysis across a range of investment vehicles, and emphasizes regular client communication through reviews, commentary, and educational events.