Brad Green is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly 40 years of experience in the financial services industry. He founded The Green Group 24 years ago to serve a select clientele of accomplished individuals, including attorneys, financial professionals, and business owners. His approach emphasizes frequent communication and strategic decision-making, aiming to help clients manage wealth effectively while addressing challenges proactively. Brad holds the Certified Private Wealth Advisor® designation and has completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. He earned a Bachelor of Science degree from West Chester University of Pennsylvania. His professional affiliations include Merrill Lynch Wealth Management. Outside of his professional commitments, Brad supports St. Jude Hospital and engages in personal interests such as golfing, ice hockey, music, reading, skiing, surfing, swimming, and yoga.

Christopher Larsen is a Financial Advisor at Merrill Lynch Wealth Management. He works one-on-one with clients to define financial goals and develop portfolio strategies tailored to their needs, providing ongoing advice to adapt strategies as clients' situations change. His approach emphasizes understanding clients' priorities to pursue their financial objectives effectively. Larsen's areas of expertise include divorce transition planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. He holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He completed his high school education at Stansbury High School. In addition to his professional commitments, Larsen is involved with community organizations such as Bolder Way Forward and the Utah Food Bank. Outside of work, he enjoys activities like baseball, basketball, billiards, bowling, golfing, hiking, woodworking, traveling, and spending time with his family.

Amy Unice is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Fidelity in various advisory roles since 2015. Merrill 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

John Gordon serves as a Resident Director at Merrill Lynch Wealth Management. Since joining the firm in 1998 as a Client Associate in Salt Lake City, he has held various roles including management responsibilities overseeing support staff across Utah, and contributing to the expansion of the Utah Intermountain Complex into Idaho and Montana. John currently works with a team of specialists providing goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. John holds a Bachelor of Arts degree from Brigham Young University and is accredited as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He maintains several FINRA registrations including Series 7, 9, 10, 31, and 66. His approach centers on delivering proactive planning, customized advice, and disciplined investing to address clients’ unique financial priorities, which include family, finances, health, home, leisure, work, and giving. Outside of his professional role, John values serving others and spends time with his family. He is married to Heather and has four daughters. He has also previously served on the Ogden Symphony Ballet Association Board. John speaks both English and French.

Cayden Smith is a Financial Advisor with Merrill Lynch Wealth Management, serving clients as a Merrill Financial Solutions Advisor. He focuses on understanding clients' financial priorities to help develop strategies that address short-, mid-, and long-term goals. Cayden collaborates closely with clients to provide guidance in areas such as investing, retirement planning, and saving for unexpected events. Additionally, he connects clients with specialists in banking, credit, home financing, and small business solutions offered by Bank of America. He brings expertise in managing complex financial demands, including home purchasing, college savings, elder care, and healthcare preparation. Cayden works one-on-one with clients to define their financial goals and tailor portfolio strategies accordingly. As clients' situations evolve, he offers ongoing advice and adjusts strategies to align with changing needs. Cayden holds a Bachelor's Degree from the University of Utah and the Personal Investment Advisor (PIA) designation.

Mark Jessup is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and rejoined Merrill Lynch as a Financial Advisor in 2015 after prior experience as a Client Associate with the firm. Before returning to Merrill Lynch, Mark spent four years at Goldman Sachs working as a Controller in the fixed income space of the Finance Division and as an Analyst in the equity department of the Operations Division. His roles at Goldman Sachs involved partnering with traders to manage firm risk and collaborating with asset managers, institutional clients, and hedge funds. These experiences have contributed to his long-term investment approach and client service capabilities. Mark holds a bachelor's degree in Finance with an emphasis in Investments from the University of Utah and maintains Series 7 and 66 FINRA registrations. He is a member of The Church of Jesus Christ of Latter-day Saints and participates in church leadership and organization. Outside of work, Mark enjoys cycling various disciplines and cooking with his wife, Adrienne, and their three children.

Cynthia Llewelyn is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill and its affiliates since 1995, including Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Chase Vaseleou is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, Hornor Townsend & Kent, and Penn Mutual Life Insurance. Outside of finance, he contributes as a food critic covering Utah restaurants. Merrill, along 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 a diverse range of individual and institutional clients.

Jeffrey Doughty is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial priorities and implementing appropriate financial tools to help them achieve their short-, mid-, and long-term goals. He specializes in family wealth management strategies, managing new wealth, and retirement income planning. Jeffrey holds a Bachelor's Degree from Brigham Young University and has earned professional designations as an Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC). He serves as a resource for clients in areas including investing, retirement planning, and preparing for unexpected financial needs, and provides access to additional Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Jeffrey enjoys biking, running, skiing, swimming, tennis, and traveling.

Michelle Bennett is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory role, she co-owns a construction business with her husband and assists with bookkeeping as needed. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Laura Maynes is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her prior firms include E*Trade Securities LLC, Wells Fargo Clearing, and Prudential Equity Group, LLC. She has worked at Merrill since 2018. 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 plans, corporations, and charitable organizations.

Shae Russell is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, KeyBank, Brigham Young University, and Velks LLC. Merrill, along 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Lara Deppe is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. In addition to her advisory role, she provides consulting services to Richards Sign Company, a local business in Ogden, UT, supplying printed products sold on consignment. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Annette Bowman is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at Morgan Stanley and E*TRADE Securities LLC. Merrill, along 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 plans, corporations, and charitable organizations.

Marli Merrill is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 credential and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005, alongside a current role at Bank of America N.A. since 2022. 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 managed by internal teams and third-party style managers for individuals, high-net-worth clients, and institutional investors.

Paul Patterson is a Senior Financial Advisor with Merrill Lynch Wealth Management and leads as part of the Weiss Patterson Group. He joined Merrill in 2009 and has been with the firm throughout his entire career. Paul manages high net worth client relationships and addresses their cash management and investment needs, considering risk parameters, personal timelines, lifestyle requirements, and long-term goals. He utilizes the firm's resources to connect clients with strategies tailored to their individual needs and draws upon Merrill research through the Chief Investment Office to inform his market outlook and stay updated on evolving market conditions. Additionally, Paul is involved in business development within his team. Paul's expertise encompasses family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, and retirement income. He has been recognized by Forbes on the "Best-in-State Wealth Advisors" lists in 2022 and 2023 as well as the "Best-in-State Next-Generation Wealth Advisors" list in 2022. Paul holds a Bachelor's degree in Finance from The University of Tampa and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Paul values spending time with his family. He lives in Tampa with his wife, Summer, their two sons, and daughter. In his free time, Paul enjoys flying, swimming, and spending time in the mountains of Utah with his family.

Randy Joseph is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management in Salt Lake City. He joined Merrill Lynch Wealth Management in 2012 following his work in the equipment leasing and financing industry. Randy holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his partners were ranked #1 in Utah on Forbes' 2023 Best-in-State Wealth Management Teams list and Randy individually ranked #3 in Utah on Forbes' 2023 Top Next-Gen Wealth Advisors Best-in-State list. Randy specializes in a range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, philanthropic planning, socially responsible and ESG investing, special needs planning strategies, investment strategy, and tax minimization. He also serves as a peer mentor at Merrill Lynch, advising other advisors on best practices. He graduated with a bachelor's degree in Finance and Business Management from the University of Nevada Las Vegas, where he remains active in the Financial Management Association and supports the alumni network. Randy and his wife Eryn reside in Highland, Utah, where they are raising their four sons. Outside of work, Randy coaches youth sports and enjoys outdoor activities such as snowboarding, boating, golf, and pickleball.

David Madsen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1991 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Personal Investment Advisor (PIA) designation. His approach to wealth management includes developing personalized financial strategies tailored to each client’s long-term goals and risk profile, using a combination of individual equity selection, third-party management for fixed income, alternatives, and international diversification. David works with high-net-worth individual and business clients, focusing on areas such as employee financial health, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He manages portfolios as a qualified Portfolio Manager and employs a wealth management process that includes diversification, asset allocation, rebalancing, and estate planning in coordination with other advisors. He earned a bachelor’s degree from the United States Air Force Academy in 1979 and an MBA from the University of Southern California in 1982. Prior to joining Merrill Lynch, David served as an Air Force officer and aerospace engineer. His community involvement includes coaching adult recreational tennis. Personal interests outside of work include basketball, boxing, football, reading, refereeing, spending time with family, tennis, watching movies, and writing.

Joel Lee is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2012. Outside of his advisory work, he is a member of the Business Networking International (BNI) Heavy Hitters Chapter in Ogden, Utah. Merrill, along 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, institutions, and charitable organizations.