Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
14 years
Location
Salt Lake City, UT 84111
Merrill
Institution
Katelyn Hancock is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Salt Lake City. She has over a decade of experience working with individuals and families to identify and pursue their wealth management goals effectively. Her approach includes active listening and meeting clients where they are in their financial journey, whether they are new to investing or seeking to evaluate long-term financial objectives. Katelyn emphasizes integrity and transparency in her advisory services.
Her areas of expertise include working with women undergoing significant life transitions, such as the death of a spouse or divorce, as well as advising working women and clients in the LGBTQ+ community. She holds the Personal Investment Advisor (PIA) designation and has a Bachelor's degree from the University of Utah. Prior to her role at Merrill Lynch, she worked in banking and the legal field.
Beyond her professional responsibilities, Katelyn is engaged in community service, including involvement with the Division of Child and Family Services. She also dedicates time to local charitable organizations and nonprofit boards. Outside the office, she enjoys spending time with her family, engaging in outdoor activities, and pursuing interests such as playing the piano and following basketball.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Salt Lake City, UT E South Temple St
60 E South Temple St, Investment Solutions Group
Salt Lake City UT 84111
Advisors at this office
52
Texas · Utah
14 years of industry experience
Bank Of America, N.a.
2012 - Present • 14 years
Salt Lake City, UT
Merrill Lynch, Pierce, Fenner and Smith Incorporated
2012 - Present • 14 years
Salt Lake City, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Verified by Warmer
CFP®, CRPC®, Series 7, Series 66
Midvale, UT
Everspire
Alan Faerber is a CFP® professional with 17 years of experience in the financial services industry. He currently serves as a Senior Financial Planner at TomiPlan and previously worked at Charles Schwab, TD Ameritrade Investment Management, and Scottrade. TomiPlan is a financial planning firm that guides consumers through the planning process without offering securities or financial products.
Verified by Warmer
CFP®, Series 63, Series 66
Midvale, UT
Everspire
Roy Jones is a CFP® professional and MBA with a Graduate Certificate in Financial Planning. With 26 years of financial services experience, he serves as CEO of Everspire and its affiliated firms, MHL Investments, E6 Portfolios, and TomiPlan. Everspire is an SEC-registered investment adviser with more than $289 million in discretionary assets under management. The firm serves individuals, families, businesses, charitable organizations, and retirement plans through a dedicated-advisor model centered on goals- and cash-flow-based financial planning. Everspire’s investment philosophy integrates low-cost, globally diversified core portfolios, daily tax-loss harvesting capabilities, and tax-aware alternative strategies designed to support each client’s broader financial plan.
Series 63, Series 65
Salt Lake City, UT
Steward Financial Services, LLC
Branden Vernon is a financial advisor at Steward Financial Services, LLC in Salt Lake City, UT, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Steward Financial Services since 2010. In addition to his advisory role, Vernon is a licensed insurance agent involved in insurance product sales. Steward Financial Services serves individuals, trusts, charities, business entities, and pension plans with fee-based portfolio management, financial planning, and pension consulting. The firm employs a mix of tactical allocation and passive strategies across a broad range of instruments and offers an active pension consulting practice that includes benchmarking, monitoring third-party providers, and participant education under the Pension Protection Act.
CFP®, Series 63, Series 65
Salt Lake City, UT
JHP Planning, LLC
Jaron Poulson is a CFP® professional with 25 years of industry experience. He is the principal advisor at JHP Planning, LLC, an independent firm based in Salt Lake City, UT, and has prior experience at Commonwealth Financial Network. Outside of advisory services, he conducts fixed insurance sales as an agent under the name JHP Planning, LLC. JHP Planning, LLC serves individuals, high-net-worth clients, and pension/profit-sharing plans, managing approximately $86.6 million across about 145 client relationships. The firm provides portfolio management, financial planning, and pension consulting, implementing portfolios primarily through the AssetMark platform using a mix of fundamental, quantitative, and technical analysis.
CFP®
Cottonwood Heights, UT
Lanning Financial Inc.
Jessica Lanning is a CFP® professional with 16 years of industry experience, serving as the principal and sole advisor at Lanning Financial Inc. since 2006. In addition to her advisory role, she is president of a mortgage brokerage business and holds a life insurance license, through which she brokers life insurance and annuities when appropriate for clients. Lanning Financial Inc. primarily serves individual and high-net-worth clients, focusing on comprehensive financial planning and advisory services rather than direct portfolio management. The firm selects and monitors third-party money managers, emphasizing client education and recorded meeting content, and uses flat fees for financial planning engagements.
Series 66
Bountiful, UT
Safe Bay Retirement Advisors
Michael Mysker is the sole advisor at Safe Bay Retirement Advisors and holds a Series 66 designation with 23 years of industry experience. He has led Safe Bay Retirement Advisors since 2011. Outside of his advisory role, he is involved in insurance sales. Safe Bay Retirement Advisors serves individual and high-net-worth clients, as well as some corporations and business entities, providing discretionary portfolio management and financial planning covering retirement, tax, college, estate, and business-continuity topics. The firm manages approximately $12 million in assets and employs a combination of fundamental, technical, charting, and cyclical analysis, including active short-term trading and options strategies.
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