John Van Wagoner is a Managing Director, a Private Wealth Manager, and the founder of The Van Wagoner Group at Merrill. John provides sustained leadership, counsel, and strategic advice to high-net-worth and ultra-high-net-worth individuals, foundations, and institutions, helping them enact a more purposeful approach to their wealth. With more than 35 years of experience, he offers the knowledge and insight he has gained from guiding an accomplished clientele through significant decision points in their finances. John also brings an intuitive understanding for people, their priorities, and interests, proud to contribute to their long-term success.

John has earned a number of national accolades for his work as an advisor, recognition that he believes reflects the caliber and contributions of his team members and clients alike:

·         Barron’s “America’s Top 1,200 Advisors: State-by-State”: 2017 - 2022 (Published annually in March. Rankings based on data as of September 30 of prior year).

·         Forbes “Best-in-State Wealth Advisors”: 2019 - 2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).

Clients look to John as a steady and reliable presence, particularly during times of market volatility and stress. He brings a measured, rational perspective honed over multiple market cycles and varied economic environments. A clear communicator, John is adept in helping clients ask—and answer—questions that matter to them and to successive generations. His areas of focus include traditional and alternative investments, tax-sensitive wealth-transfer, philanthropy, and access to customized credit and banking.

John began his Merrill career in 1986. He graduated from Brigham Young University with a B.S. in Finance and earned his M.B.A. from the University of Utah. He also holds the Certified Investment Management Analyst®, CIMA® designation.

John and his wife Lisa have five children and really enjoy spending time with their extended family. A fitness enthusiast, John is an avid skier, cyclist, mountain biker, and hiker. He particularly loves powder skiing and has savored the chance to go Cat-skiing in British Columbia. Very much at home in the mountains, John logs between 500 and 600 miles on hikes each year. He enjoys trading ideas about great destinations, including the Swiss Alps—one of his favorites.

*Credit and Banking Services are through Bank of America, N.A.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of
September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience
and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number
of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under
management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal
company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are
no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of
performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones
& Company, Inc. All rights reserved.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Danny Van Wagoner is a Private Wealth Manager with The Van Wagoner Group. Danny provides leadership, strategy, and guidance to an accomplished clientele, helping them grow and steward their wealth more effectively. He offers extensive knowledge of the capital markets, bolstered by a background in accounting. The union of those two disciplines, he believes, allows him to have a significant impact on clients’ efforts to streamline the complexities of significant wealth, applying a tax-sensitive framework tailored to their distinctive circumstances.

Passionate about investing, Danny collaborates closely with Merrill’s capital market groups to help identify and evaluate investment strategies relative to clients’ needs, preferences, risk tolerance, and time horizons. A committed student of the markets, he refines his investment approach based on changing market conditions and macroeconomic themes. Danny integrates that knowledge within a client’s overarching wealth framework, balancing considerations that include wealth-transfer objectives, philanthropic interests, and long-term wealth strategy. He is also well versed in alternative investments, including private equity, venture capital, hedge fund, and real estate offerings.

A deft problem solver, Danny enjoys the challenge of uncovering appropriate solutions for intricate problems. He also strives to help clients make poised and informed decisions about their wealth, presenting them with clear options and welcoming ongoing dialogue. Clients, in turn, look to Danny for his genuine interest in enhancing their lives and legacies. Honored by that trust, Danny is gratified that clients often become good friends.

Danny joined Merrill  in 2015 and became a member of The Van Wagoner Group two years later. Prior to joining the firm, he worked for PricewaterhouseCoopers (PWC). He earned his B.S. and his Master’s degree in Accountancy from Brigham Young University. Danny attained the Chartered Financial Analyst® designation awarded by the CFA® Institute and is a member of the Salt Lake City CFA Society. He also holds the Chartered Alternative Investment Analyst® (CAIA®) designation awarded by the CAIA Association.

Danny and his wife Sarah like spending time outside and are avid skiers. They also love to travel, particularly to Northern Europe. Danny developed an affinity for the area when he lived in Norway for several years; he speaks Norwegian, adding to his enjoyment of the country and culture. Passionate about cycling, Danny races semi-professionally and competes in other endurance fitness events. He also loves food, dining, and learning about—and sampling—fine cheese.

 

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Morgan Swalberg is a Financial Advisor with The Van Wagoner Group. Morgan works closely with individuals and families, helping them discern what they want to accomplish with their wealth and taking measurable steps toward those priorities. A natural connector, she is skilled in helping clients align their ambitions and aspirations with concrete actions, propelling them toward a more purposeful financial future. Passionate about educating and serving others, she strives to support clients in living their best lives possible with the resources they have.

Morgan grounds her approach in transparency, integrity, and responsiveness. An engaged listener, she recognizes that each person is unique, deserving the tailored attention of a singular approach. Some clients look to her to smooth their path to retirement. Others need assistance transferring wealth to the next generation. And still others engage her for balanced advice about diversifying their portfolios, saving for an important goal, optimizing their compensation, enhancing liquidity for a concentrated stock position, or gaining access to lending opportunities through Bank of America. Morgan also oversees the team’s insurance strategies, supporting clients in their wealth transfer and wealth replacement goals. To these needs and others, she offers first-hand experience, practical insight, and discreet guidance.

Morgan joined Merrill Lynch Wealth Management in 2012. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She also holds a Bachelor’s degree in Business and a Master’s degree in Finance from the University of Utah. A life-long learner, Morgan remains an enthusiastic student of her craft, reading and researching widely.

Honored to give back to her community, Morgan is an active volunteer with a number of women’s groups, including the Merrill Women’s Exchange, ShePlace, Womenpreneurs, and 100 Women in Finance. She also volunteers with Salt Lake Community College and her children’s school.

Morgan and her husband Robert are the proud parents of two daughters. Together, they love to explore the beauties of Utah and enjoy staying active. Their interests include traveling to new destinations, sampling new cuisines and sweet treats, and indulging their love of all things Disney.