Exponent Wealth LLC

Laura Caler is a financial advisor at Exponent Wealth LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Morgan Stanley Smith Barney LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Caler is also involved with Hudson Oaks Wealth Management as a registered sales assistant. Exponent Wealth provides financial planning and portfolio management services primarily to high-net-worth individuals, trusts, estates, and closely held businesses. The firm employs a multi-method research process within a Modern Portfolio Theory framework and manages approximately $40 million for about two dozen clients through individualized portfolio construction and ongoing monitoring.

Joseph Adair is a CFP® with five years of industry experience, currently serving as an advisor at Exponent Wealth LLC. His prior roles include positions at Diversify Wealth Management, Caliber Wealth Management, and Sowell Financial Services. Exponent Wealth LLC provides financial planning and portfolio management services primarily to high-net-worth individuals, trusts, estates, and closely held businesses, focusing on clients with multimillion-dollar investable assets. The firm uses a multi-method research process within a Modern Portfolio Theory framework and offers both discretionary and non-discretionary management, supported by a small team and an explicit subadviser program.

Ben Brackett is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently an advisor at Exponent Wealth LLC, having joined the firm in 2026. His prior experience includes roles at Diversify Wealth Management, Caliber Wealth Management, and Sowell Financial Services, among others. Exponent Wealth provides financial planning and portfolio management services to high-net-worth individuals, trusts, estates, and closely held businesses, focusing on clients with multimillion-dollar investable assets. The firm uses a multi-method research approach within a Modern Portfolio Theory framework and offers a combination of discretionary and non-discretionary management, emphasizing individualized portfolio construction and frequent monitoring.

Dylan Payne is a financial advisor at Exponent Wealth LLC in Provo, UT, holding a Series 65 designation with two years of industry experience. Prior to joining Exponent Wealth, he worked at Drive Wealth Advisers, Crabb Financial, and Enduro Financial. Outside of his advisory role, Payne serves as president of Phantom Defense, a company in the defense sector. Exponent Wealth provides financial planning and portfolio management services primarily to high-net-worth individuals, trusts, estates, and closely held businesses. The firm employs a multi-method research process within a Modern Portfolio Theory framework and manages roughly $40 million for about two dozen clients through individualized portfolio construction and outsourced manager implementation.

Avereigh Clarke is a financial advisor at Exponent Wealth LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Drive Wealth Advisers, Bank of America, Merrill, and several other firms. Clarke is based in Orem, Utah. Exponent Wealth provides financial planning and portfolio management services primarily to high-net-worth individuals, trusts, estates, and closely held businesses. The firm uses a multi-method research approach within a Modern Portfolio Theory framework and employs both discretionary and non-discretionary management strategies, with a focus on individualized portfolio construction and regular monitoring.

Alec Ferguson is a financial advisor at Exponent Wealth LLC in Provo, UT, holding the CFA® designation and Series 63 and 65 licenses, with 10 years of industry experience. His prior roles include positions at Drive Wealth Advisers, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and J.P. Morgan. Outside of his advisory work, he is a landlord and owner of a rental duplex. Exponent Wealth provides financial planning and portfolio management services primarily to high-net-worth individuals, trusts, estates, and closely held businesses. The firm utilizes a multi-method research process combining fundamental analysis, quantitative tools, and manager due diligence within a Modern Portfolio Theory framework, serving a small roster of clients with individualized portfolio construction and frequent monitoring.