Katrin K Wagner

Terra Norton is a financial advisor with Avantax Planning Partners, Inc. in Gillette, WY, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Prior to joining Avantax, Norton worked at ProEquities, Inc. for 16 years and has been a partner and accountant at Above The Line CPAs since 2003. She serves as a volunteer board member for the Women's Resource Center of Northeast Wyoming, a nonprofit crisis pregnancy center. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based style allocation strategies and discretionary portfolio management. The firm operates within a larger corporate group and offers tax-intelligent overlays, centralized trading, and access to pension consulting through affiliated entities.

Lori Hubbard is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with the firm since 1996. In addition to her advisory role, she serves as a Notary Public for the State of Wyoming. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Tyler Brueckner is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under fiduciary standards and participates in municipal underwriting activities, distinguishing it from many enterprise advisors.

Whitney Jelinek is a financial advisor at Lincoln Investment with eight years of industry experience. She previously worked at Edward Jones for nine years and has additional experience at Campbell County Senior Center and Beach Body. Outside of her advisory role, Whitney maintains a crochet hobby through her small business, Whitney Stitches. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs utilizing both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Angela Claggett is a financial advisor with Empower Advisory Group in Gillette, Wyoming, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Madison Robidart is a financial advisor with Eagle Strategies (New York Life) in Gillette, Wyoming, holding Series 65 and Series 63 licenses with five years of industry experience. She operates Summit Ridge Financial Group LLC, which brokers non-registered insurance products and sells New York Life offerings. Additionally, she manages a local networking group called Momtrepreneurs of Wyoming. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.