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 Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining LaSalle St., he worked at SCF Investment Advisors, INC. Poulson is also the owner and officer of True Course Investment Management, a firm specializing in investment management services and financial planning. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management. The firm employs a range of investment strategies, including both passive and active approaches, and manages assets primarily on a non-discretionary basis.

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 with Soltis Investment Advisors, LLC in St. George, Utah. He holds a Series 65 designation and has 12 years of industry experience, including 13 years with Soltis. 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.

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 in Westlake Village, CA, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Cambridge Investment Research, Sagepoint Financial, Cooper Financial Group, and Securities America Inc. Outside of advisory work, Smailes is involved in consulting and serves as Chief Revenue Officer for a media company focused on AI. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates and multiple platform partnerships, including Cambridge-sponsored programs.

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 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Soltis since 2009. 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.

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.