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.

I'm Aaron Best, your friendly neighborhood Certified Financial Planner. Born and raised in the stunning landscapes of Southern Utah, I’m a proud local who can’t imagine living anywhere else. After serving a 2 year church mission in the great state of Wisconsin, I found myself at Utah Valley University, where I threw shot put, discus, and hammer for the track team on scholarship. More importantly, it’s where I met and married my amazing wife, Danielle. Fast forward, and we now have four energetic kids who keep us on our toes and in stitches. When I'm not in the office crunching numbers and crafting financial plans, you’ll find me embracing the great outdoors with my family, fishing, camping, or coaching the local high school’s throwing events. My journey into the world of financial planning started with a lightbulb moment in a personal finance class at Utah Valley University. Inspired and excited, I set my sights on becoming a Certified Financial Planner. I kicked off my career at a top-tier financial services firm, diving deep into trading, investing, and retirement planning. From there, I moved to a prominent firm in northern Utah, where I discovered my true passion: working one-on-one with individuals and families to create customized financial plans. Now, I’m back in Southern Utah, bringing my expertise to my own wealth management firm. I get to help people and businesses navigate their financial futures – and I absolutely love it.

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 with Ausdal Financial Partners, Inc. in St. George, UT, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Ausdal, he was with Intervest International Equities Corp and operates Cowdell Insurance Agency, where he sells life, health, and property & casualty insurance. He also serves as an assistant lacrosse coach at Crimson Cliffs High School. 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 wide range of services, including advisor-managed accounts, access to third-party managers, retirement-plan advisory, and financial planning, with investment strategies tailored to each client’s 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.

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 Series 65-licensed advisor with Encompass More Asset Management LLC in St. George, Utah, with one year of industry experience. Prior to joining Encompass More, he worked at Bespoke Training Services, LLC, Aptiv, and Uber Advanced Technology Group. Outside of his financial advisory role, he owns and operates Warrior Meets Scholar Martialist Training, a martial arts school in St. George. 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 uses model-based strategies combining proprietary and third-party sub-advisers across multiple asset classes and offers access to private placements and digital-asset-related exposures.

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.

Tyler Miller is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at New Millennium Group and Al's Sporting Goods. Tyler is also involved with Pine Valley Advisors, where he assists in insurance sales and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis and offers services through a wide network of affiliated offices and investment adviser representatives.

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.

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.

Cheree Wright is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Oppenheimer since 2017 and previously held positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Morgan Stanley Dw Inc. Wright is also involved as a sales representative for doTERRA essential oils, focusing on health-related products, though this activity is not actively solicited and does not generate earnings. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, retirement consulting, and financial planning, while maintaining custody of client assets.

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.