Douglas T. Brinker

Patrick Todd is a CFP® and CFA® charterholder affiliated with Durata Wealth Management. He has two years of experience in the advisory industry, previously working for Harding Loevner from 2012 to 2026 before joining Durata LLC in 2026. Durata Wealth Management is an independent Wyoming-based firm offering discretionary wealth management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a goals-based, evidence-informed investment approach emphasizing global diversification, cost efficiency, and tax-aware implementation, incorporating factor tilts, ESG considerations, and options hedging when appropriate.

Tyrel Mack is a CFP® professional with experience at First Ascent Planning LLC and Rockhill Advisors LLC. He has been active in financial planning since 2024 and also has a background in business with 460 Bread Inc. outside of the financial industry. First Ascent Planning LLC is an independent firm offering fee-only financial planning and consulting to individuals, families, small business owners, and trusts. The firm provides services such as retirement planning, tax-aware planning, and estate coordination through one-on-one consultations, operating on a project-based, hourly fee model without discretionary investment management.

Nicholas Besobrasow is a financial advisor at Alupka Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Badger Capital Advisors, LLC since 2011. He is based in Driggs, Idaho. Alupka Asset Management provides discretionary portfolio management primarily to individual investors and related pension plans. The firm employs a multi-strategy investment approach combining fundamental research and technical analysis, focusing on income and growth through publicly traded, fully liquid securities.

Matthew Ward is a financial advisor at Encore 401K, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at American Funds Distributors Inc. and The Capital Group/American Funds, where he worked for six years. Encore 401K provides advisory services to sponsors of qualified retirement plans and plan participants, as well as asset management for individual clients. The firm focuses on fiduciary retirement plan consulting with an emphasis on streamlined fund-menu design, strategic long-term asset allocation, and ERISA-oriented services.

Richard Romano II is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Wells Fargo Advisors, and Morgan Stanley. He serves as a board member of the Teton Valley Community Resource Center. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes detailed risk profiling and analytical tools to support non-discretionary planning and consulting, and maintains notable municipal advisory capabilities and specialized retirement plan services.

Trent Longnecker is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1993 and holds the Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) designations. Trent manages a team that provides customized financial advice and guidance, focusing on the needs of affluent families, business owners, and foundations. With over 30 years of experience, Trent specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, sports and entertainment, and tax minimization. His team has been entrusted with over $750 million in client balances as of April 1, 2024. Trent has been recognized on Barron's "Top 1,200 Financial Advisors" list multiple times between 2010 and 2024 and named to Forbes "Best-in-State Wealth Advisors" list from 2021 to 2023. Trent holds a bachelor's degree from the University of Arizona. He lives in Phoenix with his wife and two children. His son attends the Eller School of Business at the University of Arizona, and his daughter plays Division One volleyball at the University of Missouri. Outside of work, Trent enjoys golfing, skiing, traveling, and spending time with his family.