Heath Mcateer

Brad Orr is the sole advisor at Orr, Brad L., an independent firm based in Casper, WY. He holds a Series 63 designation and has 8 years of industry experience, with a career spanning over 20 years at his current firm. Orr, Brad L. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure and a variety of analytical methods, managing accounts primarily on a discretionary basis.

Arin Wesnitzer is a financial advisor at Pinnacle West Asset Management Inc in Casper, WY, holding a Series 65 designation with three years of industry experience. Prior to joining Pinnacle West Asset Management in 2022, Wesnitzer held positions at Centennial Woods LLC, True Companies, and the University of Wyoming. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term buy-and-hold investment strategy centered on strategic asset allocation and customized portfolios.

Lane Hunsicker is a financial advisor at Pinnacle West Asset Management Inc with seven years of industry experience. He holds a Series 65 designation and has worked at Pinnacle West since 2018. Prior to his advisory role, he taught at the University of Wyoming and has longstanding teaching roles at Natrona County High School and CY Junior High. Pinnacle West Asset Management is an SEC-registered firm that provides discretionary portfolio management to individuals, families, trusts, and various entities, managing approximately $229.5 million across about 88 client relationships. The firm follows a disciplined, long-term buy-and-hold investment philosophy focused on strategic asset allocation and customized portfolios, with a notable integration of accounting expertise among its principals.

Jacob Allen is a financial advisor at Salus Financial Advisors with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at CorePath Wealth Partners and Charles Schwab & Co., Inc. before joining Salus Financial Advisors. Salus Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans, providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $203 million for about 356 clients across five offices, emphasizing fiduciary-driven, customized portfolios with a long-term investment orientation.

John Lutz Jr. is a financial advisor with American Wealth Management, Inc. based in Casper, WY. He holds a Series 66 designation and has 23 years of industry experience. Since 2009, he has been associated with Yellowstone Partners, LLC. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm employs a diverse investment approach drawing on economic analysis and various strategies, offering both discretionary and non-discretionary services across multiple custodial platforms.

Alex Lutz is a financial advisor at American Wealth Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked previously in diverse roles including at Hilltop National Bank and North Platte Physical Therapy. American Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm’s investment approach combines micro- and macroeconomic analysis with fundamental and technical research, offering a range of strategies from long-term buy-and-hold to shorter-term trading and options.