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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

  • 7:00 am- 2:00pm | Activity
    • Soltis will host various client appreciation activities during the day. See all the details below.

  • 6:00pm – 9:00 pm | 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.

Friday, May 8th, 2026 Agenda

  • 8:30am – 2:00pm | Soltis Annual Investment Committee Conference
    • Dixie Technical College, 610 S Tech Ridge Dr, St. George, UT 84770

    • Conference speakers will present on key updates in fiduciary governance, legislative developments, economic and market conditions, retirement plan participant trends, and evolving plan design strategies. Attendees will gain insights from industry experts, explore fiduciary best practices, and learn about innovative solutions from advisors, recordkeepers, and retirement plan specialists.

      CE Credit available by request.

    • The event will begin with breakfast and will include lunch.

    • Featured Speakers: Fred Reish, Tyler Wilkinson

Activity Guide (Choose One)

Activities on May 7th between 7:00 am-2:00 pm

18 holes of Golf at The Ledges of St. George

7:30 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.

Activity Details

Golf Camp with the Pros
The Ledges Clubhouse

10:00 am - 1:00 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.

Activity Details

Kanarra Falls Hike

8:00 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. 

Activity Details

Morning E-Bike Ride
Snow Canyon State Park

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. 

Activity Details

Afternoon E-Bike Ride
Snow Canyon State Park

1:00pm - 3:00pm 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.

Activity Details

Tour of Tuacahn Amphitheatre

11:00am - 1:00 pm MDT

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

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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Conner Small

Redwood Investment Management

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Featured Speakers

Tyler Finlinson

President

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Ryan Ennis

Director, Retirement Plan Services

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Shawn Oram

Managing Director, Retirement Plan Services

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Ammon Christensen

Director of Alternative Investment Research

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Hotel Accommodations

Please book your hotel room at one of the group rates provided:

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

Platinum

Gold

Silver

Bronze

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.

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.