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.

Christian Covey is a financial advisor with LPL Financial in Orem, UT, holding Series 65 and Series 66 credentials and seven years of industry experience. He previously worked at Merrill Financial Associates, Commonwealth Financial Network, Corient Capital Partners, and Utah Empire. He is also involved with Tamarack Management Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Justin Holt is a financial advisor at Edward Jones in Provo, UT, holding a Series 66 designation. He joined Edward Jones in 2025 after working at Rush Enterprises and Premier Truck Group. Holt has no prior industry experience beyond his current role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

Dane Runia is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Bank of America and Merrill. Outside of advisory work, he is involved in managing several family-held and investment-related LLCs and trusts in Provo, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning using firm-approved tools and advisory programs, managing approximately $2.74 trillion in client assets.

Bryan Seastrand is a financial advisor with Edward Jones in Provo, Utah, holding a Series 66 designation and four years of industry experience. His prior roles include positions at GoHealth, LLC, Veracity Insurance Solutions, Aflac, and Alpine Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices across the country.

Thaddaeus Hay is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Nozani/Buy Box Experts/Spreetail for seven years, as well as shorter tenures at State Farm and Alliance Limited. Outside of his advisory role, he is involved as president and co-founder of the Soul Purpose Foundation, a nonprofit focused on community engagement and donations. OSAIC serves a diverse clientele, including individual investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across multiple asset classes and supports various advisory platforms and third-party solutions.

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.

Talon Webb is a financial advisor with OSAIC based in Orem, Utah, holding a Series 66 designation and bringing 16 years of industry experience. He has been affiliated with OSAIC Wealth since 2009 and also owns Hobble Creek Wealth, an LLC used for marketing and accounting purposes related to his financial advising business. Webb is also a partner in WTM Holding LLC, a non-investment-related entity involved in mortgage and office space management. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients, offering services that include brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing, providing both discretionary and non-discretionary account management.

Brigham Bateman is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and previously worked at Lawrence Wealth Management, Truwear, and Wasatch Threads, Inc. Bateman has an ongoing business relationship involving the sale of Wasatch Threads and maintains a private investment in a medical device company, Sky Dance Vascular. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of investment tools and platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

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.

Sheriann Hulet is a Series 66-credentialed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 18 years of industry experience. She has been with Raymond James since 2010 and is also involved in managing Gary M. Hulet Dmd, P.C., a business unrelated to investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and advanced analytical tools.

Teotihuacan Ngatuvai is a CFP® professional with 28 years of experience, currently serving at Fidelity. His career includes extensive tenure within various Fidelity entities since 2000. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Stephens is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments and Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers non-discretionary advisory services through a select group of Wealth Advisors.

Jillyn Moore is a financial advisor with Primerica Advisors in Payson, UT, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of her advisory role, she is involved in social media influencing and is a member of Faith Family & Finances LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Ford Poston is a financial advisor with UBS Financial Services in Mapleton, Utah, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Poston is involved in property management as a partner in several real estate ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research.

Michael Bateman is a financial advisor at Osaic Wealth, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Independent Financial Group LLC and Bjo Capital Management Inc. outside of his current role. Bateman also provides economic and tax revenue analysis consulting services for the State of Utah. Osaic Wealth, Inc. serves a diverse clientele including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and uses asset-allocation tools, risk assessments, and third-party platforms to deliver customized investment portfolios.

David Moore is a Series 66 licensed financial advisor with two years of industry experience, currently with Edward Jones. Prior to joining Edward Jones, he spent 11 years at Nextgear Capital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies supported by a large network of financial advisors and branch offices nationwide.