St. George, UT Office

Michael Turvey is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Soltis Investment Advisors, LLC and previously worked at Charles Schwab and Co., Inc. and TD Ameritrade Institutional. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in client assets. The firm employs a Modern Portfolio Theory-based approach combined with quantitative and qualitative manager due diligence, offering a range of investment options and emphasizing ongoing client communication.

Robert Merrell is a financial advisor at Soltis Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Soltis since 2018. Prior to that, he was associated with Definitive Advisors LLC and Vistage International. Outside of his advisory role, Merrell serves as chairman of BROWZ LLC, a SaaS business, and is an Area Seventy for The Church of Jesus Christ of Latter-day Saints in the North America Northwest Area. 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 combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, consulting, and pension plan services.

Hal Anderson is a financial advisor at Soltis Investment Advisors, LLC with 32 years of industry experience. He has been with Soltis since 2003 and holds a Series 65 designation. Outside of his advisory role, Anderson serves as president of Soltis Holdings Inc., a consulting company. 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 combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management and financial planning services.

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.

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.

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.

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.

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.

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.

Benjamin Justice is a financial advisor at Soltis Investment Advisors, LLC with 13 years of industry experience. He has been with Soltis since 2016. 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 manages approximately $13 billion in assets and employs a portfolio approach based on Modern Portfolio Theory, combining quantitative screening with qualitative manager due diligence.

Walter Peterson is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in academic roles at Utah Tech University, Snow College, and California State University–Sacramento. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans. The firm employs a manager selection process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence to construct portfolios including ETFs, mutual funds, private alternatives, and structured instruments.