David Harris is a ChFC® and Series 66-registered advisor at Statera Wealth Management with 16 years of industry experience. He has worked at firms including Trek Financial, World Equity Group, and Mass Mutual Investors Services. In addition to his advisory role, Harris is licensed to sell insurance products through Statera Financial LLC. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and estates. The firm employs a variety of investment methods tailored to client objectives and generally operates with discretionary trading authority.

Randy Farish is a financial advisor at Aegis Wealth Management, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Simple Financial, LLC and Gradient Advisors, LLC. In addition to his advisory role, he manages and produces insurance sales through multiple agencies he operates. Aegis Wealth Management, Inc. is an SEC-registered firm managing approximately $176 million in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through sub-advisers while tailoring allocations to client objectives and risk tolerance.

Brendon Johansen is a financial advisor at Aegis Wealth Management, Inc. in St. George, Utah, holding a Series 65 license with two years of industry experience. He has worked at Aegis Wealth Management since 2024 and has additional experience at Plan Advisors, Johansen Insurance & Financial Services, LLC, and American Senior Benefits. Johansen also owns and manages Johansen Insurance & Financial Services, where he oversees other agents and a book of business focused on Medicare insurance, life insurance, and fixed/indexed annuities. Aegis Wealth Management serves individual investors, including high-net-worth clients, as well as institutions and retirement plans. The firm provides financial planning, retirement and education savings analysis, and discretionary portfolio management through a multi-team advisor structure, often supervising third-party sub-advisers who handle trading and back-office functions.

Cody Hutchinson is a financial advisor with The Norden Group LLC in St. George, UT, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining The Norden Group. In addition to his advisory role, Hutchinson is licensed as an independent insurance agent, enabling him to transact insurance products for clients. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily operating on a discretionary basis with approximately $1.74 billion in client assets. The firm employs model-driven and sub-advised strategies, focusing on manager selection and asset allocation across a broad investment universe.

Nephi Eschler is a financial advisor at Forthright Capital with six years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Northwestern Mutual and Todd Johnson prior to joining Forthright Capital in 2023. Eschler is also the owner and CEO of Eschler Financial, LLC, an entity established for tax and employment purposes. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals—including high-net-worth clients—retirement plans, corporations, and charitable organizations. The firm primarily employs a passive investment management approach using model portfolios and external managers as appropriate, with regular quarterly portfolio reviews.

Anthony Christensen is a CFP® and ChFC® with 16 years of experience in financial services. He is currently with Statera Wealth Management, where he has worked since 2025, having previously held roles at Purshe Kaplan Sterling Investments, Trek Financial, World Equity Group, and Mass Mutual Investors Services. Christensen is also an owner and insurance agent at Statera Financial LLC. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts or estates, utilizing a variety of investment methods tailored to each client’s objectives and generally operating with discretionary trading authority.

Taylor Wolverton is a CFP® and Series 65-registered advisor at Peace of Mind Wealth Management with three years of industry experience. He has worked with firms including Wealth Mode Financial Planning and Deseret Mutual Benefits Administrators. Wolverton is also affiliated with POM Tax Strategies, LLC, a tax preparation and filing service related to his firm. Peace of Mind Wealth Management is a team-based registered investment adviser serving individuals, corporations, trusts, foundations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers a range of services including investment management, financial planning, estate planning guidance, and tax preparation through its affiliated entity.

Jordan Lindsay is a financial advisor at Statera Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo and Trek Financial. Outside of finance, Lindsay is co-owner of a soda shop franchise in Cedar City, UT. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm uses a combination of fundamental and technical analysis tailored to client objectives and typically operates with discretionary trading authority.

Daniel Barnowsky is a financial advisor at Statera Wealth Management in St. George, UT, holding a Series 65 designation. He has been with Statera Wealth Management since 2026 and has prior experience at GlitchBusters LLC and Walmart. Statera Wealth Management is a small team of four advisors managing approximately $145 million for around 205 clients. The firm provides discretionary asset management and financial planning services to individuals, high net worth individuals, trusts, and estates, using a blend of fundamental, technical, charting, and modern portfolio theory approaches.

Deborah Ellis is a CFP® with 15 years of experience in financial advising. She is currently with Investor Fan, part of a 14-advisor team, and previously worked at Cogent Independent Advisors, Inc. and Blend Financial, Inc. Ellis is also an author and speaker, having published financial services books. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional clients. The firm employs a tailored portfolio approach based on Modern Portfolio Theory and multiple analytical methods, managing accounts on a discretionary basis while coordinating with other professionals.

Gregory Nelson is a financial advisor at Soulence Wealth Management with 30 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at SCF Investment Advisors, Brookstone Capital Management, and NYLIFE Securities LLC. Nelson also operates the G. Nelson Insurance Agency d/b/a Strategic Benefit Coach, which he has managed for over two decades. Soulence Wealth Management provides investment management and integrated financial planning for individual clients. The firm offers discretionary portfolio management using custom-traded accounts and third-party models, with strategies tailored to client objectives and risk tolerances.

Ryan Wall is a financial advisor with Oasis Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Terra Wealth Management and Primerica Financial Services. Outside of advising, he is a 50% owner of Wallert Group LLC, a marketing and workflow service provider for a real estate asset company focused on fractional ownership for accredited investors. Oasis Advisors serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, quantitative, and modern portfolio theory to create long-term allocations and uses written Investment Policy Statements and regular portfolio reviews as part of its process.

Cameron Blake is a financial advisor at Statera Wealth Management with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Trek Financial and Wells Fargo. In addition to his advisory role, he is also licensed as an insurance agent. Statera Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts or estates, tailoring strategies through multiple analysis methods and offering clients the ability to impose investment restrictions.

Bonita Bell Andersen is a financial advisor at Tencap Wealth Coaching with 21 years of industry experience. She holds the ChFC® and Series 63 designations and has worked with firms including Freedom Financial Coaching and Triad Wealth Management. Additionally, she operates as an independent insurance agent in St. George, UT. Tencap Wealth Coaching provides investment advice and planning services to individuals, corporations, and retirement plans, managing discretionary portfolios tailored to clients' objectives and risk tolerances. The firm uses third-party models and co-advisory arrangements, including partnerships with Matson Money, and offers comprehensive financial planning across retirement, tax, estate, and cash-flow topics.

Daniel Bingham is a financial advisor at Forthright Capital with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at FBL Wealth Management, FBL Financial Group, and Winn-Marion, Barber. Bingham is based in St. George, Utah. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily using passive investment management with model-based portfolios tailored to individual investment policy statements.

Michael Turvey is a CFP® with 12 years of industry experience and currently serves at Soltis Investment Advisors, LLC. His prior experience includes positions at Charles Schwab and Co., Inc., Td Ameritrade Institutional, and Thinkorswim Advisors, Inc. 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 Modern Portfolio Theory–based investment process combining quantitative and qualitative analysis and manages approximately $13 billion in client assets.

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.