Wade Holmstead
Wade joined Soltis as an intern on the Investment Division team during the summer of 2023 then was hired as a Wealth Management Analyst for the Midwest Team in 2024. In this role, Wade is responsible for developing comprehensive financial plans, making strategic investment recommendations, and conducting detailed portfolio analysis. He holds a bachelor’s degree […]
Kelli Holmstead
Kelli Holmstead has been with Soltis for over 25 years and currently serves as the Director of Operations. She began her career at Soltis in 1997 as an Advisor Assistant and was promoted to Operations Manager in 1998. In her role, Kelli is responsible for daily interactions with the firm’s custodians, managing account and cost […]
Logan Holbrook
Logan joined the Soltis team in April 2022 and served a dual-purpose role, as a Junior Wealth Advisor and Investment Analyst on the Alternative Investments Team. In 2023, Logan joined the Alternative Investments Team as an Investment Associate, playing a crucial role in conducting due diligence and analysis of alternative assets under the guidance of […]
Lon E. Henderson
As founder and a principal partner of Soltis Investment Advisors, Lon Henderson is actively involved in the direction and future vision of this dynamic company. His experience is rooted in financial services, where he began his career with Foster & Marshall, Inc., Shearson American Express and Shearson Lehman Brothers, serving as a member of Shearson […]
Tyler Headlee
Tyler joined the Soltis team in January 2023, as a Wealth Management Analyst. In this capacity, he collaborates closely with advisors to deliver exemplary service to our institutional and high net worth clients. Prior to joining Soltis, Tyler accrued seven years of experience in the Global Markets division at Goldmans Sachs. Tyler holds a Bachelor […]
Josh Hamblin
Josh joined Soltis in April 2023, assuming the position of Retirement Advisor. In this capacity, he collaborates with 401(k) sponsors to optimize the management of their retirement plans, while also providing guidance to plan participants on maximizing their employer-provided retirement benefits. Before joining the Soltis team, Josh served as a Tax Equity Fund Associate at […]
Ryan Ennis, QKA, CPFA
Ryan became a valued member of the Soltis team in November 2019, bringing with him a wealth of experience garnered since 2011 in the financial services sector. Over the years, he has held diverse roles encompassing retail banking, IRA and 401(k) operations, and financial advising. Currently, Ryan focuses on collaborating with 401(k) sponsors and participants […]
Mason Ekker
Mason joined Soltis in 2024 and currently serves as an Analyst/Advisor for the Midwest Team. His primary focus lies in constructing intricate financial plans, offering recommendations, and conducting portfolio analyses to effectively address client objectives. Mason holds a bachelor’s degree in Finance from Utah Tech University and is actively pursuing his CFP certification to further […]
Justin Egbert
With over 30 years of experience in domestic and international markets, Justin joined Soltis in October 2024. His expertise spans various industries, from nutritional supplements to oil & gas, entertainment, large-scale home construction, and real estate. Justin holds a Bachelor of Science in Computer Information Technology (CIT) and Visual Technology from Dixie State University. His […]
Aubrey Dye
Aubrey returned to the Soltis team in 2023, assuming the role of Client Relationship Manager. She initially joined Soltis in 2020 but temporarily left to Southern California for 18 months, where she dedicated her time to various community service initiatives across different locations. Aubrey pursued her education at Utah Tech University in Southern Utah majoring […]
