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.

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® 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 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 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.

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 at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at New Millennium Group and Al's Sporting Goods. Tyler is also involved with Pine Valley Advisors, where he assists in insurance sales and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis and offers services through a wide network of affiliated offices and investment adviser representatives.

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.

Kerry Poulson is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds the Series 63 and Series 65 designations and has 25 years of industry experience. His work history includes roles at SCF Investment Advisors, Fisher Investments, and The Mutual Fund Store. Poulson is also the owner and officer of True Course Investment Management, which provides investment management and financial planning services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm manages both non-discretionary and discretionary portfolios, employing a mix of mutual funds, ETFs, equities, fixed income, and options.