Kailey Klein

Vincent Ryan is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 designation and 17 years of industry experience. His prior roles include positions at Allen Capital Group and several business ventures such as Freed Enterprises, Inc. and Clay Creek Ranch LLC, where he is involved in ranchland real estate leasing and wild game hunt guiding. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm’s investment process includes discretionary portfolio management with model-based style allocation strategies and tax-intelligent overlays, supported by a centralized trading and reporting system.

James Gardner is a financial advisor at Avantax Planning Partners, Inc. with 24 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Avantax in 2024, he worked at Casey Peterson Ltd., Gardner, Loutzenhiser & Ryan, PC, and Allen Capital Group, LLC. Gardner serves as treasurer for a local live theatre company and holds board positions with several community organizations, including a country club and a community foundation. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays.

Carly Moffett is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She previously worked at Bank of the West and held roles outside finance at The Daily Grind and the Turman Family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment options supported by a large nationwide network of advisors and branch offices.

Benjamin Rust is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 65 licenses and has over 18 years of experience, including a 14-year tenure at Taco John's. He has been with Thrivent and its affiliated entities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across various financial topics without discretionary trading authority. The firm allows clients to consolidate planning with managed-account services under its WealthPlan option.

Kerry Bailey is a financial advisor with Edward Jones in Chadron, NE, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with Edward Jones since 2001. Bailey is also the organizer of B&C Advisors LLC, an LLC based in Chadron, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment options under a fiduciary standard.