Dylan Wathen is a financial advisor with RFG Advisory, LLC in St. George, UT. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at LendingClub and B.O.S.S. Retirement Solutions. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, access to third-party and proprietary model strategies, alternative investments, and annuity management, typically managing assets on a discretionary basis through a mix of actively managed and passive models, direct indexing, and tax-aware strategies.

Brent Moore is a financial advisor at Soltis Investment Advisors, LLC in St. George, Utah. He holds a Series 65 designation and has 13 years of industry experience, all with Soltis since 2013. 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 using a process based on Modern Portfolio Theory combined with quantitative screening and qualitative manager due diligence.

Branden Du Charme is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds a Series 65 credential and has worked previously at SCF Investment Advisors, Global View Capital Management, and Kuker-Ranken. Outside of advisory work, he is involved in personal and business consulting through DuCharme Reality Solutions and maintains licenses as an independent insurance agent and real estate agent. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm uses a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with specialized retirement account management and a focus on individual investors rather than corporate or charitable clients.

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.

Steven Smailes is a financial advisor with The AmeriFlex Group holding a Series 66 designation and 13 years of industry experience. His prior firms include Cambridge Investment Research, Sagepoint Financial, and Cooper Financial Group. Outside of advising, he is involved in media and technology ventures, serving as Chief Revenue Officer for AI Journal and Head of Sales for Liquid Intelligence. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and 172 investment adviser representatives. The firm offers portfolio management, financial planning, third-party manager selection and monitoring, and retirement plan consulting, utilizing customized strategies delivered through various model asset allocations and discretionary or non-discretionary manager relationships.

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.

Joseph Elison is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Tucker Asset Management since 2018 and also operates Elison Financial Group, which sells life and fixed annuity insurance policies. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down macroeconomic asset allocation process and offers a range of investment strategies including alternative investments and direct indexing.

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.

Lynn Bridges is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Impact Partnership Wealth in 2022, Lynn worked at Brookstone Capital Management and has operated Bridges Wealth Preservation since 2005, where she provides insurance services including life insurance, long-term care, and annuities. Lynn is also involved with The Impact Partnership, LLC, an insurance marketing organization. Impact Partnership Wealth offers investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, operating primarily on a discretionary basis through a third-party services platform.

Tyler Finlinson is a financial advisor at Soltis Investment Advisors, LLC with 22 years of industry experience. He has held roles at Soltis since 2009 and previously worked at Russell Investments and Strong Capital Management Inc. He holds Series 63 and Series 65 licenses. Soltis Investment Advisors offers 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 approach combined with quantitative and qualitative manager analysis and manages approximately $13 billion in client assets.

Weston Huber is a financial advisor at B.O.S.S. Retirement Advisors, LLC with six years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Arista Wealth Management. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily using co-managed arrangements with AE Wealth Management and third-party money managers to construct diversified portfolios.

Lester West is a financial advisor at Geneos Wealth Management, Inc. in Santa Clara, UT, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneos Wealth Management since 2008. Additionally, he operates L G West Investments, Inc., an independent business. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, providing financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Noah Strasmann is a financial advisor at McAdam LLC in St. George, UT, holding a Series 65 designation with three years of industry experience. Prior to joining McAdam LLC in 2022, he worked in various roles including positions at the University of Utah and Walgreens. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing a discretionary approach with diversified asset allocations and offering specialized investment exposures alongside consolidated reporting.

Jason Hansen is a financial advisor with Western Wealth Management LLC and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Hansen serves as a commissioner on the Washington City Planning Commission. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisors, utilizing a range of investment strategies and third-party manager relationships.

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.

Jeff McKenna is a financial advisor at Western Wealth Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Western Wealth Management since 2019 and previously spent six years at LPL Financial. In addition to his advisory role, he is an attorney at Barney, McKenna & Olmstead PC, a law firm he has been associated with since 1999. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers a range of services including portfolio management, financial planning, and institutional investment management, operating as a decentralized network of investment adviser representatives who utilize a variety of model portfolios and strategies.

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.

Timothy Floyd is a financial advisor at Portside Wealth Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at TownSquare Capital, LLC and Yellowstone Partners, LLC. Mr. Floyd serves as Board President of the Root for Kids Center and is a board member of Friends of Learning Center, both nonprofit organizations based in St. George, Utah. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses tailored investment mandates and integrates legal and accounting expertise through affiliated professionals.