Our Advisors

Morgan Smith, who has been a fee-only advisor for over 12 years, specializes in wealth management for successful families, business owners, retirement plans and institutions. He has 20+ years of experience in leadership positions in finance, business development, and education.

Melissa Sotudeh, MBA, CFP, specializes in holistic financial plans to ease the challenges individuals and families face, including retirement, investment, tax management, and estate planning solutions. Melissa is an Advocate for the CFP Board’s Women’s Initiative, and a subject matter expert for the CFP Board of Standards.

F5 Financial Planning (Faith, Friends & Family, Fitness, Finance) works with families to manage, grow and protect their assets. We leverage the academically-based work of Dimensional Fund Advisors for our clients' investments. We are a comprehensive, fee-only (NAPFA) firm located in Chicago.

 F5 Financial Planning (Faith, Friends & Family, Fitness, Finance) works with families to manage, grow and protect their assets. We leverage the academically-based work of Dimensional Fund Advisors for our clients' investments. We are a comprehensive, fee-only (NAPFA) firm located in Chicago.

Soltis Investment Advisors provides fee only wealth management services to clients primarily in the Intermountain West. We are located in St. George, UT and assist clients with creating a financial plan and implementing investment management services to match. Our measure of success if assisting clients achieve life's most important endeavors.

With over 25 years' experience, Holly is an author, speaker, and educator on the psychology of money. She does not touch her clients’ money, but helps them strategize and integrate life goals and personal finances. A Gen X'er and CFP® certified advisor, Holly specializes in helping Baby Boomers and their families.

Thompson Advisory Services is a fee-only, comprehensive financial service firm with offices in San Francisco and Portland. We provide complete, integrated financial advice to professionals and entrepreneurs in all stages of life—tax planning and preparation, stock options, investment strategies, insurance, estate planning, college and retirement planning, cash flow, and more.

We create and manage comprehensive financial plans for executives and retirees. We tailor these plans to each client's unique situation. Our clients expect low-cost, academically rigorous solutions without the conflicts of interest that plague Wall Street. They also expect, and receive, individual attention from CERTIFIED FINANCIAL PLANNER professionals.

As an independent firm, we are able to select from an open range of investment solutions with the best interests of our clients at the forefront. At Centerpoint Advisors, a strong commitment to open communication and personalized service is at the very heart of what we do.

I am an actuary and fee-only insurance advisor, specializing in life insurance, annuities, and long-term care. I work only on an hourly basis, so I can serve as a TRUE fiduciary to my clients because there are no conflicts of interest with my recommendations.

I specialize in helping corporate executives make the right financial decisions as they go through job transitions by organizing their assets, clarifying financial choices and reducing investment anxiety. With 33 years of experience, I provide both a sounding-board on major financial decisions as well as a guide through volatile markets.

PlanVision helps smaller employers have great retirement plans. Our clients use primarily passive funds; don't pay revenue sharing or commissions; and pay mostly flat fees for support services. And, their employees get personal, one on one guidance without product sales.