Blake Jones

Since 2013 I’ve worked for wealth management firms providing financial planning for retirees and those who are close to retirement. Frustrated with the restrictions that come from working within a corporation, I decided to launch Retirement Advice. At Retirement Advice, I am able to provide clients with more flexibility and personability while still being their one-stop shop for all their retirement planning needs. Using modern technology and a network of partners, I am able to give my clients cost savings and expert advice backed by research. My clients can depend on me to be their investment fiduciary, 100% committed to putting their interests first. I seek to empower all of my clients with the confidence to retire early, and to retire well.

Neilson Hullinger is a Financial Advisor with Merrill Lynch Wealth Management, where he is part of The Hullinger Group, a team with nearly a century of advising experience. He works alongside veteran advisors to provide clients with tailored financial plans that are regularly adjusted to meet their goals. Neilson specializes in areas including family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Neilson graduated from Utah State University with degrees in Finance and Economics. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Coming from a family with a strong history in financial advising, Neilson follows in the footsteps of his father, uncle, and grandfather, who have been with the firm since 1973. Outside of his professional role, Neilson is involved in Springville High Basketball and has completed missionary service. He enjoys spending time with his family, being the oldest of six siblings, and engages in activities such as boating, traveling, and sports including baseball, basketball, football, golf, hiking, ice hockey, camping, and fishing.

Brayden Holker is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to support each client's unique planning needs. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Service Associate, Investment Solutions Representative, and Relationship Manager before assuming his current position in 2024. Prior to joining Fidelity Investments, Brayden worked at Morgan Stanley as part of the National New Accounts team from 2020 to 2021. He holds insurance licenses in Arkansas and California.

Jeffrey Rasband is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to clients’ individual goals, helping them navigate diverse areas such as divorce transition planning, family wealth management, retirement income, legacy planning, philanthropic planning, and portfolio management services. His approach integrates insights from Merrill’s investment expertise along with banking and lending solutions from Bank of America. Jeffrey holds a Bachelor's Degree from Brigham Young University and has earned multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has experience serving defined benefit plans and small business financial strategies, emphasizing long-term, client-centered financial planning. In addition to his professional work, Jeffrey has a history of community involvement. He served as the Wasatch Chapter Chair for the Mule Deer Foundation from 2007 to 2017 and currently participates in activities with the Midway Boosters.

David Hullinger is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is part of the Hullinger Team, which has been serving clients in Utah County for over 40 years. David's professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. David holds both a Bachelor's and a Master's degree from Brigham Young University. His areas of expertise encompass 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. In addition to his professional work, David is involved in his community as a basketball coach and serves as President of the Live wElle Foundation, Inc., which he and his family manage. He enjoys spending time with his family and participates actively in community and church activities.