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.

Braeden Cutler is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on wealth management through a personal, relationship-driven approach. He began his career in the financial services industry at Fidelity Investments, gaining experience in customer service, retirement plan selection for small businesses, and retirement planning for 401(k) participants. He later worked as an investment consultant, helping individuals with planning and investing to achieve various financial goals. Braeden holds a bachelor's degree in Economics from Utah State University, which he completed in 2023 while working. He joined Merrill Lynch Wealth Management in 2026 to further expand his client services. His areas of expertise include college education planning, divorce transition planning, employee financial health, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional work, Braeden enjoys basketball, cooking, football, golfing, hiking, soccer, and traveling. He and his wife often explore the outdoors in Utah and travel frequently, with a favorite destination being the Dolomites in Italy. Braeden is also dedicated to improving his golf skills with the aim of becoming a scratch golfer.

Jayne Smith is a financial advisor with Morgan Stanley in Provo, UT, holding Series 63 and Series 65 credentials and with 12 years of industry experience. She previously worked at Merrill from 2013 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory role, she is the sole proprietor of J7 Capital LLC, an investment-related real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and proprietary planning tools, emphasizing advisory services without individual security recommendations in standalone planning.

Jeffery Taylor is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2011. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.