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May 7th & 8th, 2026

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Soltis Annual Investment Committee Conference 2026

Join Soltis Investment Advisors at our Annual Investment Committee Conference to stay informed on the latest financial news and trends. For over two decades, we have provided fiduciary training and educational content. Attendees will gain insights from industry experts, explore fiduciary best practices, and discover cutting-edge innovations from leading providers. 

Hear from industry-leading keynote speakers and advisors and enjoy fine dining. Participate in unforgettable activities amidst the breathtaking landscapes of Southern Utah.

Investment Committee Conference Schedule

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Thursday, May 7th, 2026, Agenda

  • 6:30am- 1:30pm | Activity
    • Soltis will host various client appreciation activities during the day. See all the details below.

  • 6:00pm – 8:30pm | Dinner at Tuacahn Amphitheatre

    • Tuacahn Amphitheatre, 1100 Tuacahn Dr, Ivins, UT 84738, Entrada Studio

    • Enjoy dinner with special guest speakers from Tuacahn, plus an exclusive sneak peek of musical numbers from their upcoming production of Les Misérables.

    • Business casual dress 

Friday, May 8th, 2026 Agenda

Soltis Annual Investment Committee Conference : Dixie Technical College, 610 S Tech Ridge Dr, St. George, UT 84770

  • 8:30 – 8:45am Conference Welcome
    • Tyler Finlinson, CIMA, President, Soltis Investment Advisors
  • 8:45 – 9:15am Fiduciary Prudence: Alternative Investments & Digital Assets
    • Conner Small, CIMA, CFP, VP of Advisory Solutions, Redwood Investments
    • Miguel Puerto, Sr Investment Analyst, Morningstar Retirement
    • Ammon Christensen, MBA, Director of Alternative Investment Research, Soltis
    • Ryan Ennis, QKA, CPFA, AIF, Director of Client Service, Soltis Investment Advisors
  • 9:15 – 9:45am Trends in the Legislative & Regulatory Environment
    • Fred Reish, ERISA Attorney 
    • Tyler Finlinson, CIMA, President, Soltis Investment Advisors
  • 9:45 – 10:15am The Participant of the Future
    • Fano Barton, Retirement Advisor, Soltis Investment Advisors
  • 10:15 – 10:30am Break
  • 10:30 – 11:15am Economic & Market Update
    • Andrew Kuhn, Vice President, T. Rowe Price
    • Bill Wallace, CFA, Chair of Public Investments, Soltis Investment Advisors
  • 11:15 – 11:45am New World of Cash Reserve Management
    • Brent Moore, CIMA, Executive Vice President, Soltis Investment Advisors
    • Ammon Christensen, MBA, Director of Alternative Investment Research, Soltis
  • 11:45 – 12:00pm Plan Sponsor Benchmarking Awards
    • Soltis Investment Advisors
  • 12:00 – 12:45pm Lunch
  • 12:45 – 1:15pm The Case for AI in Retirement Planning & Advice
    • Jay Wells, Senior Advisor, Soltis Investment Advisors
    • Manny Marques, President, EPIC Retirement Plan Services
    • Justin Chilcote, Director, Voya Financial
    • Clark Taylor, CEO, Soltis Investment Advisors
  • 1:15 – 2:00pm Future Focused: Perspective Matters
    • Tyler Wilkinson, Managing Partner Soltis Investment Advisors

Activity Guide (Choose One)

Activities on May 7th between 6:30 am-1:30 pm

Morning E-Bike Ride
Snow Canyon State Park

Meet at Rampage E-Bikes, 1195 Snow Canyon Pkwy, Ivins, UT 84738

9:00am - 11:30am MDT

Electric bikes are a fun way to experience the beautiful scenery of Snow Canyon. The Snow Canyon Loop Trail is a 16-mile round trip (8 miles up and 8 miles down) paved trail. 

  • Arrive between 9:00-9:30 am
  • The bike ride will last about 1.5 hours. Lunch will be provided afterwards.
  • Dress appropriately for your activity.
Activity Details

Tour of Tuacahn Amphitheatre

1100 Tuacahn Dr, Ivins, UT 84738, Entrada Studio

10:45am - 1:00 pm MDT

You are invited to a special backstage tour of Tuacahn Amphitheatre. Learn about the costumes, set design and more!

  • Arrive between 10:45-11:00 am
  • Tour 11:00-12:00 pm
  • Mexican themed buffet lunch will be provided afterwards between 12-1 pm in the Ambassadors’ Club.
Activity Details

Golf Camp with the Pros
The Ledges Clubhouse

1585 Ledges Pkwy, St. George, UT 84770

9:00 am - 1:30 pm MDT

Hands-on coaching from three PGA professionals, provides focused skill development in swing, short game, and putting, set in a scenic desert environment.

  • 9:00 am Breakfast
  • 9:30 am Instruction will begin
  • 12:30 pm Buffet Lunch will be provided from Snack Bar Patio
  • Dress appropriately for your activity.
Activity Details

18 holes of Golf at The Ledges of St. George

1585 Ledges Pkwy, St. George, UT 84770

6:30 am - 1:30 pm MDT

Experience golf at The Ledges Golf Course. A shotgun start for 60 players blends networking and fun against breathtaking red rock scenery. Enjoy a top-tier golfing adventure suitable for all skill levels in a stunning Southern Utah setting.

  • Arrive between 6:30-7:30 am MT for breakfast and warm up.
  • 7:30 am Shotgun Start
  • Golfing attire
  • Food will be available at the snack bar patio. For breakfast, burritos and sandwiches will be available before the scramble starts. After the scramble we will have a Mexican themed buffet lunch. Each golfer will also be provided with drinks available in coolers near the carts and spread every three holes on the course. In addition, a $15 voucher for food, snacks, and drinks from the beverage cart will also be provided.

Kanarra Falls Hike

Meet at Soltis office, 20 N Main St, St. George, UT 84770

7:00 am - 1:00 pm MDT

Treat yourself to an unforgettable outdoor adventure with the Kanarra Falls hike in charming Kannarraville, Utah. This scenic journey takes you into a slot canyon. You will be hiking in ankle to knee deep water and climbing up and down steep rocky slopes. 

  • Meet between 7:00-7:30 am on the top floor parking garage at the Soltis office, 20 N Main St, St. George, UT 84770
  • Transportation will be provided, or you can drive yourself & caravan to Parking Kanarra Creek Trail, 345 E 100 N St, Kanarraville, UT 84742
  • The hike will last between 3-4 hours and is 4 miles roundtrip.
  • Lunch will be provided afterwards.
  • Dress appropriately for your activity.  This is a water hike. Be prepared to hike in the river, wear shoes and clothes that can get wet.  Average temperatures for the water is 30 degrees in the colder months and 50 degrees during the summer. Hiking poles will be provided, and good sturdy water shoes are recommended.  You will be hiking along and through the streambed with slippery rocks, logs, and uneven terrain. No flip flops!
Activity Details
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Featured Speakers

Keynote Speakers

Fred Reish

Employee Benefits Attorney

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Tyler Wilkinson

Partner, Strategic Advisor

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Featured Speakers

Tyler Finlinson

President

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Conner Small

Redwood Investment Management

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Ryan Ennis

Director, Retirement Plan Services

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Bill Wallace

Chair of Public Investments

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Andrew Kuhn

T. Rowe Price

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Brent Moore

Executive Vice President

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Ammon Christensen

Director of Alternative Investment Research

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Clark Taylor

Chief Executive Officer

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Jay Wells

Senior Advisor, Institutional & Wealth Services

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Miguel Puerto

Morningstar Investment Management LLC

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Nathaniel (Fano) Barton

Senior Advisor, Institutional & Wealth Services

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Manny Marquez

President, EPIC Retirement Plan Services

Justin Chilcote

Director, Voya Financial

Hotel Accommodations

Book your stay by April 17th for our exclusive rates

Black Desert Resort
1500 E Black Desert Dr, Ivins, UT 84738
(435) 237-8824

Hotel Booking Link

Hilton Garden Inn
1731 South Convention Center Drive, Saint George, Utah, 84790
(435) 634-4100

Hotel Booking Link

Courtyard Marriott
185 South 1470 East St. George, Utah, USA, 84790
(435) 986-0555

Hotel Booking Link

Thank You To All Of Our Conference Sponsors

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Bronze

Conner is the Vice President of Advisory Solutions at Redwood Investment Management. In this role, he is responsible for developing, managing, and leading Redwood’s advisor analyst team. Since joining Redwood in 2019, he has helped grow their firm to over $3 billion in AUM.  He has worked with RIAs and independents around the nation to implement both public and private market strategies to deliver better client outcomes.   Conner earned a B.S. in Economics and a B.S. in Supply Chain Management from Barrett the Honors College at the W.P. Carey School of Business at Arizona State University.

FRED REISH is an attorney whose practice focuses on fiduciary and best interest standards of care, prohibited transactions, conflicts of interest, and issues related to the operation and investment of retirement plans. He is of counsel at the Ferenczy Benefits Law Center. Fred is a Charter Fellow of the American College of Employee Benefits Counsel. He has been recognized as one of the “Legends” of the retirement
industry by both PLANADVISER magazine and PLANSPONSOR magazine. Fred has received recognition awards including from ASPPA/Morningstar and the Internal Revenue Service.

He has taught at Arizona State University and the University of Southern California. He currently serves as a Research Fellow at the Retirement Income Institute. Fred has written more than 350 articles and four books about retirement plans.

Professional Life:
From 2013 to 2024, Tyler served as both the Chief Financial Officer and Chief Compliance Officer at Soltis Investment Advisors. In 2024, he transitioned out of the CFO role and out of the CCO role in 2025. In addition to his past executive roles, he is a Senior Advisor, working with individual and institutional clients. Tyler is also a key member of the Investment Committee. Tyler joined Soltis shortly after its inception as an Investment Analyst. He later became the Operations Manager, overseeing all trading, portfolio reconciliation, and reporting. In 1998, Tyler became an Advisor, where he developed and implemented Soltis’ proprietary strategies. In 2003, he became a partner of the firm and was subsequently named Vice President of Wealth Management Services. Tyler holds a Bachelor of Science degree in Business and Finance from Southern Utah University, where he graduated Summa Cum Laude and received the Outstanding Business Student Award for his top-class GPA.


Personal Life & Background:
Tyler Wilkinson grew up in St. George, Utah where he attended Dixie High School, met his wife, Jennifer and earned All-State honors in football, baseball and won the 3A wrestling championship. During the spring of his senior year, shortly after signing a letter of intent to play both college football and baseball, Tyler broke his neck in an automobile accident, leaving him a quadriplegic. Events of Tyler and Jennifer’s lives are told by Hall of Fame Quarterback Steve Young in the best-selling film “Tyler: A Real Hero.” The film has been aired both nationally and internationally and has resulted in Tyler and Jennifer sharing their message of faith and perseverance more than a thousand times to professional, civic, and church organizations around the world. Tyler and Jennifer have been married for 32 years and they have five wonderful children.

Miguel Puerto is a senior investment analyst for Morningstar Retirement. In this role, he builds portfolios for managed account participants and analyzes several methodologies powering Morningstar’s Retirement solutions. Miguel also researches the advantages of diversification and including various asset classes in portfolio construction. He’s currently researching the benefits of adding private market assets to retirement plans.

Before assuming his current role, Miguel held various roles at Morningstar working as an investment analyst in an international equities’ portfolio, business development and data analysis. Before joining Morningstar, Miguel worked for a multi-family office as an investment analyst focused on alternatives.

Miguel holds a bachelor’s degree in business administration from Loyola Chicago University and the Chartered Financial Analyst (CFA) designation.

Andrew Kuhn is a portfolio specialist covering the target date strategies in the Multi-Asset Division.  He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. 

Andrew’s investment experience began in 2008, and he has been with T. Rowe Price since 2013, beginning in the Individual Investor Client Development department.  Prior to this, Andrew was employed by RBC Wealth Management as a senior associate, where he worked with both high-net-worth families and institutional clients.

Andrew earned a B.B.A. in economics from Loyola University Maryland.