Joseph Elieson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Camelback Strategy and The Bold Group, as well as work related to Brigham Young University. He was also a full-time student at BYU from 2020 to 2023. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

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.

Michael Macfarlane is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2003 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Petersen is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he partners with clients to help them maximize their Fidelity benefits and financial opportunities, with a focus on integrating workplace benefits into their overall financial strategies and identifying planning opportunities. Kyle has held several positions within Fidelity Investments since 2022, including Investment Solutions Representative at various levels and High Net Worth Associate. He holds insurance licenses in Arkansas and California, supporting his work in financial planning and benefits consulting. Outside of his professional duties, Kyle has interests in baseball, comedy, football, and golf.

Michael Payne is currently Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2026. He began his tenure at Fidelity as a Financial Consultant from 2024 to 2026. Prior to joining Fidelity, Michael worked as a Financial Adviser at Morgan Stanley from 2023 to 2024 and as a Financial Consultant at ETRADE from 2017 to 2023. As a Certified Financial Planner™ professional, Michael has experience in financial planning and investment planning. Throughout his career, he has worked with a range of clients including individuals, families, and businesses, assisting them in developing financial plans tailored to their goals and values. Michael holds insurance licenses in Arkansas and California.

Mark Myers is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial. He has operated Myers Financial Services LLC since 2014 and is also involved in managing a family trust that owns his business office space. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains unique institutional affiliations and specialized advisory programs.

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.

Matthew Naylor is a financial advisor with LPL Financial in Orem, UT, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Fidelity Investments from 2012 to 2017 and has been with LPL Financial and Mountain America Credit Union since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Luke Gunther is a financial advisor with LPL Financial in American Fork, Utah, holding a Series 66 designation and five years of industry experience. He has been with LPL Financial since 2020 and also maintains a role at PI Wealth Management, which he has been affiliated with since 2017. Outside of his advisory duties, he is involved with Gunther Investment Group, LLC, a business entity focused on tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms, supporting investment strategies through both discretionary and non-discretionary approaches.

William Marshall is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has worked with J.P. Morgan entities since 2016. Outside of his advisory role, he is involved in e-commerce ventures, including ownership and partnership positions in Amazon-based businesses. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services along with quantitative asset-allocation modeling and manager due diligence.

Matthew Carlson is a financial advisor at Merrill with Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Bank of America, Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and others. Outside of his advisory work, he is involved as a partner in Little Peak LLC, a property management and real estate business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kameron Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His career includes roles at Morgan Stanley, E*TRADE Securities, and Mountain America Credit Union. Outside of finance, he spent a decade with Kamco Lawns, demonstrating experience in a non-financial business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

Todd Crane is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Fidelity since 2011 and also serves as a reserve police officer in North Salt Lake, Utah, working patrol one weekend day per month. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services across various investment structures and is noted for its use of systematic methodologies and AI-driven research tools.