Heather Payne

Bradley Maples is a CFP® professional with 15 years of experience, currently serving at ELE Advisory Services, Inc. He has worked with Ele Wealth Solutions, Inc. and R And R Group since 2016. Outside of financial advising, he occasionally provides tennis lessons and has experience as a substitute teacher in Unita County School District. ELE Advisory Services, Inc. offers portfolio management, financial planning, and retirement seminars to individuals, business owners, and charitable organizations. The firm uses a customized investment approach based on fundamental analysis and documented risk tolerance, with most client accounts managed on a non-discretionary basis.

William Barker is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC in 2021, he worked at Mountain West Business Solutions, Vivint Smart Home, and Brigham Young University. He works jointly with other advisors on retirement plan solutions and 401(k) plans, and is involved in insurance sales and service. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to multiple advisory platforms and third-party money managers.

Summer Pendleton is a financial advisor with Ameriprise who holds Series 63, 65, and 66 designations and has 10 years of industry experience. Prior to joining Ameriprise in 2023, she worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to her advisory role, she is involved with LFP Consulting, LLC, providing support for payroll and benefits. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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 at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Based in Evanston, Wyoming, his career has been focused within the same firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Brandon Day is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Evanston, Wyoming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.