Exponent Wealth LLC

Nicholas Olsen is a financial advisor at Exponent Wealth LLC with one year of industry experience. He holds a Series 65 designation and previously worked at ICONIQ Capital and AlphaSights. Exponent Wealth LLC provides financial planning and investment management services to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental, quantitative, and manager due diligence within a Modern Portfolio Theory framework, focusing on founder and executive clients primarily in real estate, venture capital, and private equity.

Laura Caler is a financial advisor at Exponent Wealth LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley, Merrill Lynch, and Concorde Investment Services. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental, quantitative, and manager due diligence within a Modern Portfolio Theory framework and serves a client base focused on founders and executives in real estate, venture capital, and private equity.

Joseph Adair is a CFP® with six years of industry experience currently serving at Exponent Wealth LLC. He previously worked at Diversify Wealth Management, Caliber Wealth Management, and other firms. Joseph’s background includes roles at both financial advisory firms and corporate positions. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, quantitative, and manager due diligence within a Modern Portfolio Theory framework and serves primarily founder and executive clients in real estate, venture capital, and private equity.

Ben Brackett is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Exponent Wealth LLC and has previously worked at Diversify Wealth Management, Caliber Wealth Management, Sowell Financial Services, Teton Wealth Group, DFPG Investments, Butler Financial Advisors, Cambridge Financial Center, and Deseret Mutual Benefits Administrators. His background includes experience at multiple advisory firms and a role at Utah Valley University. Exponent Wealth LLC provides financial planning and investment management services to high-net-worth individuals, trusts, estates, and business entities. The firm combines fundamental and quantitative analysis with manager due diligence within a Modern Portfolio Theory framework and serves primarily founder/executive clients in real estate, venture capital, and private equity.

Dylan Payne is a financial advisor at Exponent Wealth LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Drive Wealth Advisers, Crabb Financial, and Enduro Financial. Outside of his advisory role, he serves as president of Phantom Defense, a company operating in the defense sector. Exponent Wealth LLC provides financial planning and investment management services to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental, quantitative, and manager due diligence within a Modern Portfolio Theory framework and offers both discretionary and non-discretionary portfolio management.

Avereigh Clarke is a financial advisor at Exponent Wealth LLC in Orem, UT, holding Series 63 and Series 65 designations with eight years of industry experience. His background includes roles at Drive Wealth Advisers, Bank of America, Merrill, and other financial firms. Exponent Wealth LLC serves high-net-worth individuals, trusts, estates, and business entities by providing financial planning and investment management. The firm emphasizes tailored portfolio construction using fundamental and quantitative analysis within a Modern Portfolio Theory framework and manages a significant portion of assets on a non-discretionary basis.

Alec Ferguson is a financial advisor at Exponent Wealth LLC with 11 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Prior to joining Exponent Wealth in 2025, he worked at Drive Wealth Advisers, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of advising, he is involved in property management as an owner of a rental duplex. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm utilizes a mix of fundamental and quantitative analysis within a Modern Portfolio Theory framework and offers both discretionary and non-discretionary portfolio management tailored primarily to founder and executive clients in real estate, venture capital, and private equity.