Jennifer Cook

Craig Cook is a financial advisor at Wealth Design Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cook and Associates, P.C. and Wealth Design Consulting since 2011. Outside of his advisory work, he has served in the Wyoming Air National Guard since 2007. Wealth Design Consulting serves individual and high-net-worth clients by providing discretionary portfolio management and consulting on tax planning, retirement income, and estate and business succession planning. The firm integrates legal and financial planning through its affiliation with a law practice, supporting a coordinated approach to client needs.

Taylor Barton is a financial advisor at Markle Financial LLC in Laramie, WY, holding a Series 65 designation with four years of industry experience. Prior to joining Markle Financial in 2020, he worked at American Truck Business Services, UniWyo FCU, The Navigators, the University of Wyoming, and Laramie County Community College. Markle Financial provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and sponsors of pension and profit-sharing plans. The firm employs a range of analytical approaches and conducts due diligence on third-party managers while also serving as investment adviser to a private pooled investment fund.

Shannon Markle is a financial advisor at Markle Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Markle Financial and affiliated entities since 2011. Outside of advisory work, he is a licensed insurance agent and is involved in managing real estate investments and a real estate investment fund. Markle Financial LLC provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and plan sponsors. The firm employs a range of analytical approaches across multiple asset classes and conducts due diligence on third-party managers while serving as adviser to a private pooled investment fund.

Zane Kuhbacher is a financial advisor at HP Wealth Management LLC in Laramie, WY, holding Series 63 and Series 65 licenses with one year of industry experience. He also works as a staff accountant at Highpoint CPAs, preparing tax returns and providing accounting services for individual, business, and nonprofit clients. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and fiduciary clients. The firm’s investment process combines strategic asset allocation with quantitative optimization and a mix of fundamental, technical, and value-oriented analysis, supported by its affiliation with HighPoint CPAs for integrated tax and investment advisory services.

Joseph Schwartz is a Series 65 licensed advisor with Markle Financial LLC in Laramie, WY, where he has worked since 2023. His prior experience includes roles at the University of Wyoming and in the hospitality and retail sectors. Markle Financial provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and pension plan sponsors. The firm uses a combination of analytical approaches and conducts due diligence on third-party managers while offering advisory and operational support to its affiliated private pooled investment fund.

Jason Roesler is a financial advisor at HP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at HighPoint CPAs and CPA Group of Laramie, where he worked for over a decade. Outside of his advisory role, he is the owner and practicing accountant at High Point CPAs. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and fiduciary clients, as well as financial planning and legacy-position management. The firm’s investment approach combines strategic asset allocation with proprietary quantitative models and a mix of fundamental, technical, and value-oriented analysis, supported by its affiliation with an accounting and tax practice.