Heather Payne

Bradley Maples is a CFP® professional with 14 years of industry experience, currently serving as an Investment Advisor Representative at ELE Advisory Services, Inc. He has been associated with Ele Wealth Solutions, Inc and R And R Group since 2016. Outside of his advisory role, he works as a tennis instructor and serves as a substitute teacher in the Unita County School District. ELE Advisory Services is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, business owners, and charitable organizations with portfolio management, financial planning, and retirement planning seminars. The firm employs fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and offers both discretionary and non-discretionary management along with referrals to third-party money managers.

Alexander Corriere is a financial advisor with Empirikal Partners LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation, alongside operating as a sole proprietor offering fixed life insurance and annuities. Corriere also serves as a Major Reservist in the U.S. Army. Empirikal Partners LLC is a mid-sized advisory firm that manages approximately $88 million for about 170 clients through a team of nine advisors. The firm provides discretionary portfolio management, financial planning, and retirement plan services for individuals, trusts, estates, and business entities, using a client-specific investment approach based on fundamental analysis and long-term holdings.

William Barker is a Series 66-licensed financial advisor with Osaic Wealth, Inc., based in Evanston, Wyoming. He has four years of industry experience, including roles at Royal Alliance, Mountain West Business Solutions, Vivint Smart Home, and Brigham Young University. Barker collaborates with other advisors on retirement plan solutions and insurance services, and he is involved in managing his own advisory and insurance business through a personal holding company. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, corporations, and nonprofits. The firm employs a structured investment approach combining risk tolerance assessments, asset allocation tools, and portfolio optimization, offering a wide range of investment options and access to multiple custodial platforms.

Summer Pendleton is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory role, she supports financial advisors through her consulting firm, LFP Consulting, LLC. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Joshua Roundy is a CFP® professional with 15 years of experience in the financial industry. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as the Second Councilor in the Bishopric at The Church of Jesus Christ of Latter Day Saints in Evanston, WY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Jason Kennedy is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.