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.

Christie Behunin is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Soltis since 2017 and previously worked at RLK Com LLC, where she served as CFO/CEO of multiple businesses in the retail and hospitality sectors. Outside of her advisory role, she coaches triathletes and provides consulting support for individuals with eating disorders. Soltis Investment Advisors offers 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 and employs a process combining Modern Portfolio Theory with quantitative and qualitative manager analysis across a broad range of investment options.

Scott Smith is an advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He has worked with Royal Legal Solutions since 2015. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Jacob Wagner is a financial advisor at Soltis Investment Advisors, LLC in St. George, Utah, holding a Series 65 designation with seven years of industry experience. He has worked previously at Retirement Wealth Advisors, Inc. and Ashton and Associates, and has experience in business operations outside of finance, including roles at AB Pest Control and Doterra. 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 employs a Modern Portfolio Theory-based approach combined with quantitative screening and qualitative manager due diligence, offering a broad range of investment vehicles and a communication program that includes quarterly reviews and client conferences.

James Shumway is a financial advisor with Soltis Investment Advisors, LLC, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. He has been affiliated with Soltis since 1998 and has worked at Dalton Strategic Investment Services since 2011. Outside of investment advising, he has a small ownership interest in Tuskerblu, a company marketing computer discs for a non-public firm. 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 and employs a process combining Modern Portfolio Theory with quantitative screening and qualitative manager due diligence.

Krista Young is a financial advisor at Soltis Investment Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Legacy Wealth Management, LLC and Goldman Sachs. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm uses a manager selection and portfolio construction process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Jacob Butterfield is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 credential and three years of industry experience. His prior work includes positions at Utah Tech University, Sherwin Williams, The Church of Jesus Christ of Latter Day Saints, and Pine View High School. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory-based approach with quantitative and qualitative manager due diligence, offering a range of investment options and regular portfolio reviews.

Clark Taylor is a financial advisor with Soltis Investment Advisors, LLC in St. George, UT. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 22 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 to manage a diversified range of investment vehicles.

Jonathan Saculles is an advisor at Soltis Investment Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Utah Innovation Fund, RAM Aviation Space & Defense, and Washington County Assessor. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, and retirement plans. The firm manages approximately $13 billion in client assets and employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative due diligence in its investment approach.

Thomas Adams is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. He has been with Soltis Investment Advisors, LLC since 2013. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a Modern Portfolio Theory-based investment approach incorporating quantitative screening and qualitative manager due diligence.

Kim Cowdell is a financial advisor at Ausdal Financial Partners, Inc. with 43 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Intervest International Equities Corp and First Western Advisors. In addition to his advisory role, he owns and operates Cowdell Insurance Agency, Inc., which provides insurance sales and services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and brokerage services, including access to third-party money managers and licensed insurance products, with investment strategies available on both discretionary and non-discretionary bases.

Tyson Gillies is a financial advisor at Soltis Investment Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Soltis since 2018. Prior to joining Soltis, he spent two years at Utah Valley University. Soltis Investment Advisors serves a diverse client base including individuals, 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.

Arrow Corpus is a Series 65 licensed financial advisor with three years of industry experience. He is currently with Encompass More Asset Management LLC and has previously worked at SCF Investment Advisors, Global View Capital Management, Wealth 435, and Utah Tech University. Outside of advisory work, he is an independent contractor providing accounting and tax preparation services. Encompass More Asset Management LLC serves individual and high-net-worth clients by offering discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.

Derick Legg is a financial advisor at Gibbs Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Total Financial Wealth Management and TFS Financial Solutions. Outside of advisory work, he has operated Legg Enterprises for ten years and serves as an insurance agent selling annuities. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients using advisor-directed model portfolios from third-party platforms and strategists. The firm focuses on portfolio selection and monitoring based on client goals and risk tolerance rather than proprietary portfolio construction.

Carisa Bertrand is a financial advisor at Encompass More Asset Management LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including New Millennium Group and Wells Fargo. She is also a licensed independent insurance agent. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that incorporates quantitative, qualitative, and fundamental analysis, and focuses exclusively on individual investors rather than corporate or charitable clients.

Shawn Woods is a Series 65-licensed financial advisor with Soltis Investment Advisors, LLC, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he is the founder and owner of Lasso Savings, LLC, an advertising and fundraising business. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm uses a manager selection and portfolio construction process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

Brandon Olson is a financial advisor at RFG Advisory, LLC with 11 years of industry experience. He holds the Series 65 designation and has worked with BOSS Retirement Advisors, LLC and BOSS Retirement Solutions, LLC since 2015. Outside of his advisory work, Olson is a broker for MTN MAN Realty, LLC and operates several short-term rentals in Utah and Arizona. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments through a variety of model strategies and third-party platforms.

Lon Henderson is a financial advisor at Soltis Investment Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Soltis since 2003. Henderson is also involved in several other business ventures, including management and real estate development partnerships, and serves on the board of directors for BILT. 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 a range of portfolio management, financial planning, and consulting services.

Dean Kiser is a CFP® professional with 25 years of experience in the financial industry. He is currently affiliated with Impact Partnership Wealth, LLC and Sage Wealth Design Inc, and has prior experience at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. In addition to his advisory work, he is engaged in insurance sales as a licensed agent in Utah. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion in assets. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, and operates within a broad affiliated entity network with multiple service providers.

Kenneth Diamond is a financial advisor at First Heartland Consultants, Inc. He holds the ChFC® designation and several securities licenses (Series 63, 65, 66), with 11 years of industry experience. His prior work includes roles at Edward Jones, Essent, and Allstate Financial Advisors. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm provides discretionary portfolio management using various analytical techniques and a range of investment programs, including personalized asset management and model-based self-directed brokerage accounts.