Travis Johnstone is a financial advisor at Soltis Investment Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Cache Valley Bank and Utah Tech University, where he was employed for several years. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension consulting services to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs a Modern Portfolio Theory-based investment process that combines quantitative screening with qualitative due diligence.

Shane Bartholomew is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and has an Associate's Degree from Snow College. In his role, Shane focuses on connecting clients with tailored financial plans that align with their unique ambitions. He assists in areas such as education funding, retirement lifestyle planning, healthcare cost considerations, and long-term family goal strategies. Shane emphasizes simplicity and transparency in wealth management to help clients navigate the complexities of investing. Shane’s approach centers on integrating all aspects of a client’s financial life, prioritizing and pursuing the goals that matter most to them.

Chad Jensen is a financial advisor with Western Wealth Management LLC in Saint George, UT, holding a Series 66 designation and 21 years of industry experience. He has been with Western Wealth Management since 2019 and also has a long tenure with LPL Financial dating back to 2008. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 advisors, utilizing a range of investment strategies and third-party manager relationships.

John Carty is a financial advisor at Retirement Planners of America with nine years of industry experience and holds a Series 65 designation. His prior work includes roles at MMWKM Advisors, LLC and Financial Engines Advisors L.L.C. He also has experience outside finance, having been involved with Get Loaded Fries, LLC. Retirement Planners of America offers discretionary portfolio management and financial planning primarily through a wrap-fee investment program serving individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” strategy focused on capital preservation and tactical rebalancing using model portfolios of ETFs and mutual funds.

Tyler Wilkinson is a Series 65 credentialed financial advisor with 28 years of industry experience. He has been with Soltis Investment Advisors, LLC since 2003 and has operated as a sole proprietor since 1994. Outside of his advisory work, he is an inspirational speaker. 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.

Jacob Anderson is a financial advisor at Soltis Investment Advisors, LLC in St. George, Utah, with five years of industry experience. He holds a Series 65 designation and has previously worked at Central Bank and the Missionary Training Center. Anderson has been with Soltis Investment Advisors since 2019. 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 based on Modern Portfolio Theory that incorporates both quantitative screening and qualitative manager due diligence.

Zachary Cowdell is a financial advisor at Ausdal Financial Partners, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Intervest International Equities Corp and Cowdell Investments LLC. Outside of financial advising, he serves as an assistant lacrosse coach at Crimson Cliffs High School and operates Cowdell Insurance Agency, where he sells life, health, and property and casualty insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of advisory services and integrates third-party managers, with investment strategies tailored at the advisor level to client objectives and risk tolerance.

Michael Du Charme is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, INC. and multiple Global View Capital entities. Outside of his advisory role, he serves on the board of directors for the Eagle Mountain Chamber of Commerce. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through a combination of proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Rhett West is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Wells Fargo, Fidelity Investments, and Northwestern Mutual. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, employing a mix of fundamental, technical, and cyclical analysis with tailored investment strategies.

Tyler Headlee is a financial advisor at Soltis Investment Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs & Co., LLC for seven years. Outside of finance, he is a silent partner in Emilie Ann Photography LLC. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans. The firm employs a manager selection process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence to construct portfolios using a range of investment vehicles.

Marcus Corvino is a financial advisor at Encompass More Asset Management LLC with a Series 65 credential and one year of industry experience. Prior to his current role, he worked in technology and training services, including five years at Bespoke Training Services, LLC. Outside of finance, he owns and operates a martial arts school, Warrior Meets Scholar Martialist Training, in St. George, Utah. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs a model-based investment approach utilizing proprietary and third-party sub-advisers and offers access to traditional and alternative investment options, including private placements and digital assets.

Michael Wade is a CFP®-credentialed financial advisor at Soltis Investment Advisors, LLC with four years of industry experience. Prior to joining Soltis in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2021 to 2025. Outside of his advisory role, he provides administrative support for a family-owned health insurance business serving low-income individuals. 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 assets, employing a Modern Portfolio Theory-based process that combines quantitative and qualitative analysis across a range of investment vehicles, and emphasizes regular client communication through reviews, commentary, and educational events.

Ashley Whipple is a financial advisor at Western Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Western Wealth Management, she held roles at Main Gate Asset Management, Mixhers, Parlayo LLC, Made by Mary, and Rod Works. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension plan sponsors through portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors offering a range of investment strategies and access to multiple advisory programs.

Carl Cook is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he was involved with Sandy Feet Soap Company from 2021 to 2024 and participated in activities with the Boy Scouts of America between 2014 and 2018. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach combined with third-party managers and digital platforms to deliver investment advisory and retirement plan services.

Thomas Uber is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, Telemus Capital LLC, and Telemus Investment Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Richard Wilcock is a financial advisor at Brookstone Capital Management LLC with three years of industry experience. He holds a Series 65 credential and is also a Certified Public Accountant. Prior to joining Brookstone Capital Management in 2022, he worked at Goldman Sachs from 2009 to 2017 and held various roles at accounting firms including Unique Accounting and Squire & Co. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and provides discretionary investment management primarily via model portfolios and separately managed accounts.

Kyle Zoellner is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parkland Securities, LLC since 2014 and Benefit Plans Inc from 1998 to 2017. Outside of his advisory role, he is the managing member of Legacy Financial Group, LLC. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Mathew Manzanares is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and has worked previously at Utah First Credit Union, Topstep, and Fidelity Investments. Outside of finance, his background includes roles in hospitality and education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Gregory Hodges is a financial advisor with Empower Advisory Group in Washington, UT, holding Series 63, Series 65, and Series 66 licenses. He has 30 years of industry experience, including roles at Valic Financial Advisors, Alight Financial Solutions, and MassMutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Michael Nielson is a CFP® professional with 24 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes roles at Cetera Advisors LLC and Fireside Retirement Strategies, Inc. He is involved in multiple tax planning and insurance-related activities and provides tax preparation and consulting services under CPA supervision. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.