Arista Wealth Management, LLC

Jay Call is a financial advisor at Arista Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Jay has worked at Arista Wealth Management since 2011, with a brief period at another firm from 2021 to 2022. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, pension and profit-sharing plans, retirement plans, corporations, and accredited investors. The firm emphasizes a primarily passive, index-based investment approach using low-cost mutual funds and ETFs, while also incorporating active management and alternative strategies when appropriate.

Jacob Olaveson is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation. He has experience working in various roles including positions at Eagle Eye Produce and Progrexion, as well as a teaching role at Brigham Young University Idaho. Arista Wealth Management serves individuals, high-net-worth clients, non-profits, retirement plans, corporations, and accredited investors. The firm employs an investment approach based on modern portfolio theory, favoring passive, index-based allocations with low-cost funds and ETFs, while also incorporating active management and alternative strategies as appropriate.

Benson Blake is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with three years of industry experience. Prior to joining Arista, he worked at Commonwealth Financial Network and Merrill Financial Associates, and has a background at KPMG LLP. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in academic frameworks, favoring passive, index-based allocations alongside active third-party managers and alternative strategies when appropriate.

Lisa Bacon Soiberg is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, with 28 years of industry experience. She has held positions at Arista Wealth Management since 2017 and previously worked at UBS Financial Services Inc. from 2012 to 2017. She holds the Series 63 designation. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in academic frameworks like modern portfolio theory, generally favoring passive, index-based allocations with low-cost mutual funds and ETFs, while also utilizing active third-party managers and alternative strategies when appropriate.

Jacob Carr is a financial advisor at Arista Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Arista, he worked at Diversify Wealth Management and has held various roles including positions at BYU and The Church of Jesus Christ of Latter-day Saints. Arista Wealth Management serves individuals, non-profits, pension and profit-sharing plans, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in academic frameworks like modern portfolio theory, primarily using passive, index-based allocations with low-cost mutual funds and ETFs, while also incorporating active third-party managers and alternative strategies when appropriate.

Matthew Burbank is a financial advisor at Arista Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has worked at several firms including Merrill Lynch and Axxcess Wealth Management. Prior to his financial advisory career, he held roles at Hotel Monaco Salt Lake City and The University of Utah. Arista Wealth Management serves individuals, non-profits, retirement plans, corporations, and accredited investors, offering investment management, financial planning, and strategic business services. The firm employs a mainly passive, index-based investment approach while also utilizing active managers and alternative strategies as appropriate.

Todd Quinn is a financial advisor at Arista Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch/Bank of America and several wealth management firms. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, retirement plans, corporations, and accredited investors. The firm employs a primarily passive, index-based investment approach supplemented by active third-party managers and alternative strategies when appropriate.

Chandler Mcknight is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses. He has been with Arista Wealth Management since 2026 and has prior experience at Fidelity Investments. Arista Wealth Management serves individuals, including high-net-worth clients, non-profits, retirement and profit-sharing plans, corporations, and accredited investors. The firm employs an investment approach grounded in modern portfolio theory, favoring passive, index-based allocations with low-cost funds, while also incorporating active managers and alternative strategies when appropriate.

Jordan Naffa is a CFP® with 10 years of industry experience, currently serving at Arista Wealth Management, LLC since 2023. He previously worked at Portfolio Advisors, Inc. for six years and Mutual of Omaha for one year. Jordan holds Series 63 and Series 65 licenses and is a licensed insurance agent. Arista Wealth Management serves individuals, non-profits, retirement plans, corporations, and accredited investors, offering investment management, financial planning, retirement-plan consulting, and strategic business services. The firm employs an investment approach grounded in academic frameworks, emphasizing passive, index-based allocations alongside selective use of active managers and alternative strategies.

Paul Moffat is a financial advisor at Arista Wealth Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Arista since 2006. Outside of his advisory role, Moffat is a licensed insurance agent and serves on the Board of Trustees at Southern Virginia University. He also has ownership interests in a pest control company and several personal real estate ventures. Arista Wealth Management advises individuals, non-profits, pension and profit-sharing plans, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in modern portfolio theory, favoring passive, index-based allocations while also utilizing active managers and alternative strategies when appropriate.