Joshua James Williams

Timothy Hale is a financial advisor with Hale Financial Solutions, LLC, based in Afton, Wyoming. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including 10 years at his current firm. Outside of his advisory work, he is a co-owner of StarValleyWY.com, where he helps maintain the website, create content, and market it to advertisers. Hale Financial Solutions serves individuals, families, municipalities, small businesses, and corporate clients. The firm primarily employs a passive, asset-class investment approach using index mutual funds and ETFs and offers discretionary portfolio management, retirement-plan advisory, and financial planning services.

Michael Ross is a CFP® with 30 years of industry experience, currently an advisor at Independent Financial Partners. His prior roles include positions at Crow Creek Wealth, Fidelity Personal and Workplace Advisors, Strategic Advisors Inc, and Fidelity Investments Institutional Services Company. Outside of his advisory work, he owns Crow Creek Ventures, a business involved in buying and selling construction and farm equipment. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

Rachelle Dix is a CFP® professional with three years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Her prior experience includes ten years at Coyle Financial Counsel, LLC. She is a member of Money Motivation LLC, an education-focused organization. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to individual investors, corporations, pension plans, and institutional clients. The firm integrates asset-allocation modeling with independent manager selections and employs both active and passive strategies across public and private asset classes.

Corey Miles is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and 14 years of industry experience. He also serves as president of Miles CPA, a firm providing tax preparation, business consulting, and audit services since 2005. Additionally, he owns Miles Financial Services LLC, a non-investment-related business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, incorporating proprietary and third-party portfolio programs.

Barry Dayley is a CFP® with 42 years of experience in the financial industry and has been with Money Concepts Capital Corp since 1998. He holds the Series 63 designation and is based in Afton, Wyoming. Outside of his advisory role, he owns and directs Personal Agenda, Inc., an online education company offering courses in civics and personal development, and serves as an officer and board member of the International Association of Registered Financial Consultants. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and applies fundamental and technical analysis alongside modern portfolio theory to manage assets across discretionary and non-discretionary accounts.

Sean Halling is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 11 years of industry experience. Prior to joining Kestra Advisory in 2024, he worked at Edward Jones from 2015 to 2024. He operates Halling Wealth Management, an LLC that provides financial services and manages payroll and workplace benefits for his office. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides a range of services including fiduciary consulting, plan design and compliance, and investment advice, serving large institutional clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.