Heidi Lee Farrell

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.

Justin Bowersock is a CFA charterholder and holds a Series 66 license, with 10 years of industry experience. He has worked at Rockhill Advisors LLC since 2017 and previously at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Rockhill Advisors LLC provides wealth management, investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a goal-based, long-term passive investment approach with diversified portfolios mainly composed of low-cost mutual funds and ETFs, managing client accounts on a discretionary basis.

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.