Brandon Olson is a financial advisor with RFG Advisory, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked with BOSS Retirement Advisors, LLC and BOSS Retirement Solutions, LLC since 2015 and joined RFG Advisory in 2026. Outside of his advisory role, Olson is a broker for MTN MAN Realty, LLC, and manages several short-term rental properties in Utah and Arizona. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing about $8 billion for over 17,000 clients. The firm provides portfolio management, financial planning, retirement plan consulting, and access to both third-party and proprietary investment strategies, with a focus on risk-managed, tax-aware approaches.

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.

Mardie Dotseth is a financial advisor with Soltis Investment Advisors, LLC in St. George, UT, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Soltis in 2020, she worked at CUSO Financial Services and America First Credit Union. 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 process based on Modern Portfolio Theory with quantitative and qualitative manager analysis, offering a range of investment vehicles and regular client communications.

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 at Foundations Investment Advisors LLC with 5 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo, Fidelity Investments, Northwestern Mutual, and Stauffer Retirement Planning. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services.

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 at NorthCoast Asset Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Telemus Capital LLC and Kovitz Investment Group Partners, LLC. His current roles include positions at Focus Partners Wealth, LLC and Kovitz Investment Group Partners, LLC. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a broad range of portfolio management strategies with a focus on risk management and fiduciary oversight.