Aaron L. Cruz

Vikash Mathura is a CFA® charterholder and the sole advisor at Nemo Capital with five years of industry experience. He previously worked at TIM Partners KK from 2016 to 2019 and has been with Tyton Wealth since 2019. In addition to his advisory role, Mathura consults on cryptocurrencies through his company, Tsuru Capital LLC, based in Tokyo, Japan. Nemo Capital provides ongoing portfolio management primarily to individual and high-net-worth clients, employing a global macro investment approach that includes a broad range of instruments such as non-U.S. securities, commodities, and options. The firm operates as a solo independent advisor with a small client base and offers customized investment policies and quarterly reporting.

Alissa Sykes is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Pride of the West Financial, LLC in Sheridan, WY. Her prior roles include positions at State of Wyoming, Richey May & Co, Bank of America, Merrill Lynch, Securities America, and Charles Schwab. Pride of the West Financial manages discretionary assets primarily for individuals and families, offering investment advisory, comprehensive financial planning, and budgeting assistance. The firm employs a long-term investment approach based on fundamental analysis supplemented by technical and third-party research and maintains operational practices that include individualized trade execution and direct client proxy solicitation.

Kristin Herbst is a financial advisor at Cypress Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Cypress Capital Management since 2011. The firm provides discretionary investment management and financial planning services for individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. Cypress Capital Management employs a full-cycle investment approach that incorporates macroeconomic analysis and a variety of equity-focused strategies, including preferred stocks, closed-end funds, ETFs, and covered-call option writing, while generally avoiding bond allocations.

Cristine Calkins is the principal advisor at Goose Valley Consulting, LLC, an independent firm based in Sheridan, Wyoming. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Goose Valley Consulting, she worked at Frontier Asset Management for twelve years. Outside of financial advising, she owns and operates Goose Valley Consulting, a non-investment business, and manages an Airbnb property in Sheridan. Goose Valley Consulting serves a small number of clients, including individuals, high-net-worth individuals, and trusts, focusing on written financial plans, one-time consultations, and as-needed advice rather than ongoing portfolio management. The firm uses fundamental analysis to develop tailored plans and refers clients to third-party money managers when active asset management is desired.

Matthew Ebzery is a financial advisor at Cypress Capital Management, LLC with 18 years at the firm and 12 years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he serves on the board of the Wyoming State Golf Association and is a trustee of the Ilsley Foundation. He also has ownership interests in several non-investment-related local businesses, including a restaurant and an oil company. Cypress Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. The firm employs a full-cycle investment approach based on macroeconomic analysis and uses a variety of equity-focused strategies, including private placements and IPOs.

James Shellenberger is a CFP®, CFA®, and holds a Series 65 license with eight years of experience in the financial industry. He has worked at Frontier Asset Management since 2015 and joined Elevate Wealth Management in 2025, where he currently serves as an advisor. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, retirement plans, and select institutions. The firm employs diversified strategic and tactical asset allocation with a range of investment options, including impact and ESG strategies, and maintains formal affiliations and procedures for manager due diligence.