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.

Auston Belka is a financial advisor at Wells Fargo Advisors with a Series 66 designation and over 18 years of experience at Wells Fargo Bank. He joined Wells Fargo Advisors in 2025. Outside of his advisory role, he and his wife hold a real estate investment entity for personal investing purposes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Tyler Vongsawad is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 21 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2005 to 2024. Outside of advising, he is an author and participates in occasional speaking engagements. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options, supported by research and a variety of investment strategies.

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.

Ammon Doman is a CFP® professional with 10 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Creative One Securities, LLC, and Strategic Advocates, LLC. Outside of his advisory work, he has been involved in coaching soccer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individual investors, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Robert Mayne is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. In this role, he partners with clients and their families to create personalized wealth plans aimed at helping them pursue their financial goals and manage risks and challenges. Robert has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, Investments Consultant, Financial Consultant, and currently, Vice President, Wealth Planner. This progression reflects his extensive experience in wealth planning and financial consulting. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Brett Paxman is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has been affiliated with both Bank of America, N.A. and Merrill since 2010. Merrill, together 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 strategies developed by internal and third-party investment teams.

Benjamin Workman is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Goldman Sachs, LendingClub, and Collective Health. Outside of his advisory role, he manages rental properties, handling maintenance and rent collection. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Daniel Palmer is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is a registered representative at Utah Community Credit Union and a co-owner of a holding company. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Davey Wynn is a Financial Consultant currently working at Fidelity Investments since 2023. He has over a decade of experience in the financial services industry, having previously served as a Financial Consultant at E*Trade Financial and Morgan Stanley from 2012 to 2023. Davey collaborates with clients to understand their financial goals and develop disciplined, unemotional plans to guide them toward achieving both short-term and long-term objectives. He holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Davey emphasizes building strong, lifelong relationships with clients and their families, grounded in trust and integrity. Outside of his professional role, he engages in activities such as fishing, hiking, soccer, traveling, and volunteering.

Eric Taylor is a financial advisor with Merrill in Lehi, Utah, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at E*TRADE Securities and Bank of America. 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 and profit-sharing plans, corporations, and charitable organizations.

Laura Kaelin is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of her advisory work, she owns and operates a business providing Human Design readings. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Stephanie Hill is a financial advisor at Edward Jones in Provo, UT, holding a Series 66 designation with 18 years of experience at the firm since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large network of advisors and branch offices across the country.

Joseph Hatch is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 19 years of industry experience. Prior to joining Raymond James in 2017, he worked at Wells Fargo Advisors from 2014 to 2017. Outside of his advisory work, he serves as president of a nonprofit owners association for his office complex. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports a broad network of advisors with specialized municipal and SIMPLE IRA advisory services.

Eric Smith is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software tools to develop written investment recommendations.

Bradley Kast is a financial advisor at MassMutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Capital Management and Morgan Stanley Private Bank. In addition to his advisory role, he is also licensed to sell life, disability, long-term care insurance, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and supports a range of specialized planning programs.

Brandon Smith is a Series 66-licensed financial advisor with Edward Jones in Provo, Utah, where he has worked since 2018. He has eight years of industry experience and previously served for twelve years in the Utah National Guard. Smith is a board member of the American Fork City PARC Tax Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Jeffrey Toone is a financial advisor with Edward Jones in Provo, Utah, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Precoa for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jordan Wilkins is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was employed at Optum Bank, Apex Systems, and Tucanos Brazilian Grill. 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 solutions supported by a large network of financial advisors and branch offices.