Aaron Best

Jennifer Madsen is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2013 after beginning her financial services career in 2006 with Citigroup Smith Barney and subsequently working as a Senior Registered Associate at Wells Fargo Advisors from 2010 to 2013. Jennifer specializes in a broad range of wealth management strategies, including investment selection and research, retirement income planning, tax minimization, liability management, Medicare and social security guidance, wealth transfer, and estate preparation. She manages personalized investment strategies on a discretionary basis, utilizing individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies to help clients pursue their financial objectives. She holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CHARTERED FINANCIAL CONSULTANT® (ChFC®), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jennifer earned her bachelor's degree from Arizona State University. She has been recognized by Forbes on several occasions for her work in wealth advisory. Jennifer has served as President Chair of the Root for Kids Board and volunteers regularly in the community. She resides in Washington, Utah with her husband and four children, and enjoys outdoor activities such as adventure sports, biking, boating, camping, hiking, as well as reading, music, soccer, and traveling.

Damond Petersen is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2001, progressing through roles including Director, Retirement Planner; Workplace P&G Consultant I; Retirement Counselor; Investment Representative; Financial Representative; and Senior Retirement Specialist. His professional experience encompasses retirement planning and investment consulting. Damond holds insurance licenses in Arkansas and California. Outside of his professional career, Damond enjoys family activities, hiking, outdoor adventures, singing, traveling, and volunteering. He has eight children and values experiencing different cultures and serving his community.

Austin Wiser is a Financial Consultant at Fidelity Investments, bringing 17 years of experience in the financial services industry. He has held various roles at Fidelity Investments since 2018, including Annuity Planning Consultant, Director of Retirement Planning, and Investment Solutions Representative. Prior to joining Fidelity, he worked as a P&C and Life Insurance Representative at Liberty Mutual Insurance from 2007 to 2018. Austin's expertise encompasses investment management, retirement planning, and wealth preservation. He holds insurance licenses in Arkansas and California. Outside of his professional work, Austin enjoys biking, camping, fitness, golf, motorcycles, and outdoor adventures.

Mike Panson is Vice President Private Wealth Management Advisor at Fidelity Investments, where he has served since 2022. He specializes in assisting corporate executives, including officers and directors subject to SEC Rules 144 and 16B, in managing the financial and regulatory complexities associated with their positions. His expertise includes employer-sponsored benefit plans and equity compensation, helping clients translate these complex areas into actionable strategies aligned with their broader life goals. Mike's tenure at Fidelity Investments spans over two decades, beginning as a Financial Representative in 1998. He progressed through roles including Account Executive, Senior Account Executive, and Executive Planning Consultant before assuming his current position. He holds a California Insurance License.