Ashton Green is a financial advisor at Soulence Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Soulence Wealth Management II, Ashton worked at Mountain America and spent five years associated with Utah Valley University. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and access to certain alternative investments. The firm employs a range of analytical approaches and continuously monitors and rebalances accounts to align with client objectives and risk tolerances.

Christopher Anderson is a financial advisor at Soulence Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors for 10 years. Outside of his advisory role, he has maintained business interests in several private ventures since 2005. Soulence Wealth Management provides investment management and integrated financial planning services for individual clients, including discretionary portfolio management through custom-traded accounts, third-party model portfolios, and access to alternative investments. The firm utilizes a combination of strategic asset allocation and various analytical methods to tailor client strategies, with continuous account monitoring and rebalancing.

David Sinclair is a financial advisor at Soulence Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Soulence Wealth Management, he worked at the Darmen Group and held roles in the telecommunications and technology sectors. Soulence Wealth Management provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through customized accounts, third-party model portfolios, and access to alternative investments. The firm tailors strategies based on client objectives and risk tolerances, employing multiple analytical approaches and continuous account monitoring.

Jacob Martin is a financial advisor at Soulence Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Soulence Wealth Management II since 2026, following prior roles at CoreCap Advisors and Total Windows & Glass. In addition to his advisory work, Martin is a licensed insurance agent and is involved with Soulence Tax & Wealth Advisors. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and alternative investments as appropriate. The firm employs a combination of model portfolios, strategic and tactical asset allocation, and fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerances.

Carson Brown is a financial advisor at Soulence Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Utah State University and held positions in the service and construction sectors. Soulence Wealth Management provides investment management and integrated financial planning services for individual clients, utilizing customized discretionary portfolios and model strategies tailored to client objectives and risk tolerances.

Andrew Backenstoss is a financial advisor at Soulence Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and various roles within Trajector companies. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients through discretionary portfolio management, custom-traded accounts, and access to alternative investments. The firm tailors strategies using model portfolios and a mix of analytical approaches, continuously monitoring and rebalancing accounts as needed.