David Harris is a ChFC® with 16 years of industry experience. He is currently with Statera Wealth Management, where he has worked since 2025, and has prior experience with World Equity Group and Trek Financial. Outside of advising, he 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 trusts or estates. The firm customizes strategies using a combination of fundamental and technical analysis alongside modern portfolio theory, with a focus on documented client objectives and periodic account reviews.

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 with Forthright Capital, holding Series 65 and Series 63 licenses and bringing six years of industry experience. His previous roles include positions at Northwestern Mutual Wealth Management Company and Todd Johnson. Eschler is also the owner and CEO of Eschler Financial, LLC, an entity established for tax and employment purposes. Forthright Capital Advisory, LLC manages over $100 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations, focusing primarily on passive investment management using model portfolios and external managers when appropriate. The firm operates through a large team across multiple offices and emphasizes due diligence and ongoing oversight of outside managers.

Anthony Christensen is a CFP® and ChFC® with 16 years of experience in financial advising. He has worked at several firms, including Purshe Kaplan Sterling Investments and Trek Financial, and is currently with Statera Wealth Management. Outside of his advisory role, he is 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. The firm uses a combination of fundamental and technical analysis, charting, and modern portfolio theory to tailor investment strategies according to each client’s objectives.

Taylor Wolverton is a CFP® with three years of industry experience and is currently affiliated with Peace of Mind Wealth Management and POM Investment Strategies, LLC. He has worked at several firms including Wealth Mode Financial Planning and Deseret Mutual Benefits Administrators. Wolverton is also involved with POM Tax Strategies, LLC, a related entity providing tax preparation and filing services. Peace of Mind Wealth Management is a team-based registered investment advisor serving individuals, trusts, foundations, corporations, and charitable organizations. The firm manages approximately $283 million and utilizes a top-down, macro-environmental approach to tactical asset allocation, employing a mix of mutual funds, ETFs, individual equities, and fixed income tailored to client objectives.

Jordan Lindsay is a financial advisor with Statera Wealth Management in St. George, UT, holding Series 65 and Series 63 credentials and nine years of industry experience. His prior work includes roles at Trek Financial and Wells Fargo, spanning over a decade. Outside of financial advising, he co-owns FIIZ Drinks, 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, employing a range of investment methods tailored to each client's objectives. The firm generally operates with discretionary trading authority and offers both portfolio management and standalone planning engagements.

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 14 years of industry experience, currently serving at Investor FAN. Her prior roles include positions at Cogent Independent Advisors, Inc. and Blend Financial, Inc. She is also an author and speaker, having published books on financial services. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individual clients, employer-sponsored plans, trusts, foundations, and charitable organizations, using a disciplined investment approach that incorporates Modern Portfolio Theory and multiple analytical methods.

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.

I'm Aaron Best, your friendly neighborhood Certified Financial Planner. Born and raised in the stunning landscapes of Southern Utah, I’m a proud local who can’t imagine living anywhere else. After serving a 2 year church mission in the great state of Wisconsin, I found myself at Utah Valley University, where I threw shot put, discus, and hammer for the track team on scholarship. More importantly, it’s where I met and married my amazing wife, Danielle. Fast forward, and we now have four energetic kids who keep us on our toes and in stitches. When I'm not in the office crunching numbers and crafting financial plans, you’ll find me embracing the great outdoors with my family, fishing, camping, or coaching the local high school’s throwing events. My journey into the world of financial planning started with a lightbulb moment in a personal finance class at Utah Valley University. Inspired and excited, I set my sights on becoming a Certified Financial Planner. I kicked off my career at a top-tier financial services firm, diving deep into trading, investing, and retirement planning. From there, I moved to a prominent firm in northern Utah, where I discovered my true passion: working one-on-one with individuals and families to create customized financial plans. Now, I’m back in Southern Utah, bringing my expertise to my own wealth management firm. I get to help people and businesses navigate their financial futures – and I absolutely love it.

Cameron Blake is a financial advisor at Statera Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank, NA prior to his current role. Blake is also a licensed insurance agent, selling insurance products through Statera Financial LLC. Statera Wealth Management is a small team of four advisors providing discretionary asset management and financial planning to individuals, high net worth clients, trusts, and estates. The firm employs a blend of fundamental, technical, charting, and modern portfolio theory in tailoring investment programs and may utilize third-party sub-advisors for portfolio management.

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®-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.

Tyler Miller is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and three years of industry experience. His work history includes positions at Pine Valley Advisors and New Millennium Group, among others. Miller is also involved in assisting with annuities and insurance sales through Pine Valley Advisors. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and investment companies, employing a variety of investment products and strategies through a network of nearly 300 advisers.

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.