Donald Bentley is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 1997, concurrently serving at Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Seegmiller is a Financial Advisor with Merrill Lynch Wealth Management, where he works with individuals, families, and business owners to support their financial futures. He specializes in retirement planning, tax-efficient investing, workplace plans, and portfolio management services among other areas. Austin provides personalized guidance aimed at helping clients make informed decisions to live the life they desire in retirement. With a focus on building lasting client relationships through thoughtful planning and clear communication, Austin assists clients in navigating wealth management areas such as corporate benefits, divorce transition planning, family wealth strategies, legacy planning, and liquidity management. He works with clients to develop strategies that align with their broader financial picture, including coordinating with tax and legal professionals for tax-aware portfolio construction and income planning. Austin holds a Personal Investment Advisor (PIA) designation and earned a High School Diploma from Timpanogos High School. He also attended Utah Valley University without completing a degree. Outside of his professional role, he enjoys basketball, golfing, spending time with his family, and watching movies.

Neilson Hullinger is a Financial Advisor with Merrill Lynch Wealth Management. He works as part of The Hullinger Group, a team with nearly a century of advising experience. In this role, he provides clients with access to extensive financial knowledge and veteran experience in managing wealth in uncertain times. Neilson specializes in areas including Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. As a third-generation financial advisor, he collaborates closely with experienced advisors to deliver tailored financial plans that are regularly adjusted to meet clients' goals. He holds degrees in Finance and Economics from Utah State University and is a Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). Neilson is involved in the community through Missionary Service and participates in activities such as Springville High Basketball. Outside of work, he spends time with his family and enjoys sports, boating, camping, fishing, hiking, and golfing.

Jacob Turley is a Financial Advisor with Merrill Lynch Wealth Management. He works with founders and families to pursue lasting wealth, create opportunities for future generations, and align their financial decisions with what matters most through personalized investment management and financial planning. Jacob takes the time to understand each client's priorities and goals, building coordinated strategies that include investment management and financial planning. He leverages the banking capabilities of Bank of America and collaborates with specialists from banking to lending to address the entire financial picture. His focus areas include family wealth management strategies, managing new wealth, portfolio management services, and tax minimization. Jacob holds a Bachelor's Degree in Finance from Brigham Young University and holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English and Spanish. Outside of his professional work, Jacob is involved with the Boy Scouts of America and The Church of Jesus Christ of Latter-day Saints. He enjoys traveling, skiing, spending time with his family, and exploring new cultures and cuisines.

Reese Gneiting serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he is a partner on a team that develops tailored financial strategies for entrepreneurs, business owners, executives, and their families. He focuses on guiding clients to achieve their financial objectives through a transparent and disciplined process. His areas of expertise include executive compensation and equity awards, business sales and exit planning, portfolio management, retirement accumulation and income-planning strategies, lending through Bank of America, trust and estate planning services, and 401Ks and pension plans. Before joining Merrill Lynch in Las Vegas in 2014, Reese spent two years in Los Angeles as part of a wealth management team overseeing assets for high net worth clients including company founders, celebrities, professional athletes, and members of the Forbes 400 list. His professional experience also includes internships with Merrill, JPMorgan Private Bank, and Atlantic Trust. Reese earned his Bachelor of Science degree in Finance from Brigham Young University and holds the CERTIFIED FINANCIAL PLANNER (CFP) certification. He also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional career, Reese enjoys basketball, volleyball, hiking, boating, and spending time with his wife and their three children. He is involved in the Salvation Army and is bilingual in English and Spanish.

Jeffrey Rasband is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to clients' unique goals, focusing on areas such as divorce transition planning, family wealth management, legacy planning, retirement income, and philanthropic planning. Mr. Rasband holds a Bachelor's Degree from Brigham Young University and has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach centers on working one-on-one with clients to develop customized strategies aimed at pursuing their long-term objectives. He has a history of community involvement, including serving as the former Wasatch Chapter Chair for the Mule Deer Foundation from 2007 to 2017 and participating with the Midway Boosters. Jeffrey applies the Merrill tradition of engagement by volunteering with local organizations.

Carter Moffitt is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He works with individuals and families to navigate important financial decisions, focusing on areas such as retirement planning, wealth accumulation, tax-efficient strategies, and preserving legacies. Carter aims to simplify complex financial matters and develop personalized strategies that align with each client's unique circumstances and goals. He holds a Bachelor's Degree from Utah Valley University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His approach emphasizes building ongoing relationships by listening, understanding clients deeply, and providing proactive guidance as their financial needs evolve. Outside of his professional role, Carter enjoys outdoor activities including bowling, camping, fishing, golfing, hiking, pickleball, tennis, and traveling. He values spending time with his family and considers himself an outdoor enthusiast.

Bennett Hullinger is a Financial Advisor with The Hullinger Group, operating within Merrill Lynch Wealth Management. He joined the firm in 2026 following over eight years of experience in the construction materials industry. Bennett holds a degree in Construction Management from Utah Valley University. Bennett specializes in working with individuals, families, and business owners to assist them in making informed financial decisions and achieving their long-term goals. He leverages his background in problem-solving and client relationships to simplify complex financial matters, focusing on growing and preserving clients' wealth and protecting their lifestyles. He holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional role, Bennett enjoys sports and spending time with his wife, Sheridan, and their two children.

David Hullinger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been part of the Hullinger Team, which has a history of serving clients in Utah County for over 40 years. The team is recognized for its longstanding relationship with Merrill Lynch and Bank of America. David's areas of expertise include Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Investment Consulting for Defined Contribution Plans, Legacy Planning, LGBT Wealth Planning, Women and Wealth, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. He is a member of a professional team comprised of 10 individuals with well over 100 years of combined experience. He holds a Bachelor's and a Master's Degree from Brigham Young University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David is active in his community as a basketball coach and serves as President of the Live wElle Foundation, Inc.

Logan Tanner is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients uncover what matters to them and their families to create strategies aimed at pursuing their financial goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Logan earned his Bachelor's Degree from Utah State University.

Jennifer Mc Comb is a Series 66-licensed financial advisor with Merrill, based in Provo, UT, and has 15 years of industry experience. She has worked at Merrill since 2017 and is also currently affiliated with Bank of America, N.A. Prior to her financial services career, she was involved with Mountain Sage Natural Health & Acupuncture, LLC for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Braeden Cutler is a Financial Advisor at Merrill Lynch Wealth Management, focusing on a personal, relationship-driven approach to wealth management. He works closely with clients to understand their priorities and help them make informed financial decisions with confidence. Cutler has over six years of experience in the financial services industry, having started his career at Fidelity Investments. His roles there included customer service, assisting small businesses with retirement plan selection, supporting 401k plan participants with retirement planning and investments, and serving as an investment consultant to help individuals plan and invest for various financial goals. In 2023, he earned a bachelor's degree in Economics from Utah State University while continuing to work in the industry. He joined Merrill Lynch Wealth Management in 2026 to further expand his capabilities for clients. Outside of his professional life, Braeden enjoys outdoor activities such as basketball, cooking, football, golfing, hiking, and soccer. He and his wife appreciate spending time in the Utah outdoors and traveling; his favorite destination is the Dolomites in Italy. Braeden is also working on his golf game with the aspiration of becoming a scratch golfer. He holds the Personal Investment Advisor (PIA) designation and is proficient in English and Italian.

Christopher Green is a financial advisor with Merrill in Provo, UT, holding a Series 66 license and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity Investments. Outside of advising, he is involved in managing multiple real estate ventures, including rehabbing and operating rental properties. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Randy Reid is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial planning and investment advisory services to clients, leveraging his expertise to support their wealth management needs. Randy holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Brigham Young University and a Master's Degree from Harvard University.

Miriam Rushton is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1989. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Aisha Young is a financial advisor with Merrill in Provo, Utah, holding a Series 66 designation and seven years of experience advising clients since 2019. Prior to joining Merrill, she worked for ten years at Best Friends Animal Society. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tiffany Orgill is a financial advisor with Merrill in Provo, Utah, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Merrill since 2013 and concurrently with Bank of America since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Cuthbert is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), underscoring his role in providing personalized investment guidance to clients. Kenneth earned a Bachelor's Degree from Utah State University. His educational background supports his expertise in financial planning and wealth management.

Zachary Mecham is a Financial Advisor at Merrill Lynch Wealth Management, specializing in working with business owners, executives, and families to navigate complex financial and transition decisions. He focuses on building relationships and delivering portfolio strategies designed to meet clients' financial goals through ongoing advice and adaptability. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, and tax minimization. Zachary holds the Personal Investment Advisor (PIA) designation. Zachary completed his high school education at Pleasant Grove High School and attended Western Governors University without receiving a degree. He is involved with the Church of Jesus Christ of Latter-day Saints and maintains ties to Pleasant Grove High School.

Cynthia Llewelyn is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 1995, including roles at Merrill Lynch, Pierce, Fenner & Smith, Inc. and Bank of America, N.A. since 2001 and 2011 respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Spencer Oman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined Merrill Lynch in 2012. Spencer focuses on helping clients grow their assets through detailed wealth strategies and emphasizes personalized financial planning tailored to individual goals. His expertise includes financial planning, budgeting and forecasting, risk management, and optimizing investment portfolios. Spencer holds the Certified Financial Planner (CFP) certification and a Master of Real Estate Development. He earned a Bachelor's degree from Brigham Young University and a Master's degree from the University of Utah. Spencer is committed to client care and values clear communication and personalized engagement. He has been involved in community activities such as Utah Valley Aquatics.

Robert Collins is a financial advisor with Merrill in Provo, Utah, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Bank of America. Outside of advising, he is involved in a personal investment partnership related to a condominium development project. Merrill serves a broad client base—including individuals, retirement plans, corporations, and institutions—by offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies with both client and advisor discretion and integrates closely with Bank of America affiliates to support trading, lending, and capital-market activities.

Nicholas Nadauld is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Young, Hullinger, Roundy and Associates team. He focuses on preparing and executing wealth plans and strategies tailored for high net worth families and individuals. His role involves asset management and delivering client solutions and services. Nicholas has expertise in areas including legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. He works to provide solutions designed for retirement goals, investment management, banking, trust and estate planning services, and multi-generational wealth transfers. He holds a Bachelor's Degree in Finance with an emphasis in asset management from Brigham Young University and is a Personal Investment Advisor (PIA). Nicholas is bilingual in French and English. Outside of his professional work, he is involved with the Church of Jesus Christ of Latter Day Saints and enjoys basketball, boating, football, golfing, and skiing.

Cooper Sutton is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals and families navigate various aspects of financial planning, including college education planning, employee benefits planning, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Cooper holds a Bachelor's Degree from Brigham Young University and has earned the designation of Personal Investment Advisor (PIA). He is committed to providing personalized guidance and aims to simplify financial complexities for his clients, helping them pursue their financial goals with confidence. In his personal time, Cooper enjoys camping, football, hiking, and pickleball.

Neil Hullinger serves as the Senior Resident Director and Wealth Management Advisor at the Merrill Lynch Wealth Management office in Provo, Utah. He has been with Merrill Lynch since 1997, joining the firm alongside his father, David Hullinger, who began with the company in 1973. Neil holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) certification. He graduated from Utah Valley University with a bachelor's degree from the business school, emphasizing finance. Throughout his career, Neil has focused on areas including family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He and his team have contributed to Merrill Lynch and Bank of America's longstanding presence in Utah County for over five decades. Neil has been recognized as a top advisor in Utah by Forbes Magazine in multiple years. Neil lives in Mapleton, Utah with his wife Amy and their six children. He is actively involved in community and church activities, including coaching high school basketball for 25 years and supporting the Live wElle Foundation.