Kristin Shaun Wilkerson

Robert Elliot is a financial advisor at Finlayson Financial Planning, Inc. in Buffalo, Wyoming, holding the CFP® and ChFC® designations with 11 years of industry experience. He has worked at Finlayson Financial Planning since 2014 and concurrently at Alecia Kozisek Insurance Agency since 2012. He previously served as a director for St. John's the Baptist Catholic Church Foundation. Finlayson Financial Planning, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm employs a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income, managing approximately $10 million in assets on a non-discretionary basis.

Zachary Smith is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following two years at Kiewit Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Bettinger is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. His prior firms include ICA Group Wealth Management and Investment Centers of America, Inc. He operates out of Buffalo, Wyoming. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Richard Wonka is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he serves as the board president of the Buffalo Swim Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to various investment strategies and third-party managers.

Melanie Shober Stone is a financial advisor at LPL Financial based in Buffalo, Wyoming. She holds a Series 66 designation and began her advisory career in 2023. Her prior work experience includes roles at First Northern Bank of Wyoming, TownSquare Title of Wyoming, and Gillette College, as well as nearly a decade of self-employment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven solutions.

Keith Gliner is the principal of Water Dog Asset Management LLC in Buffalo, Wyoming, and holds a Series 65 designation. He has nine years of industry experience and has led Water Dog Asset Management since its founding in 2015. Water Dog Asset Management serves a small client base of individual investors, providing investment advisory and portfolio management services primarily on a non-discretionary basis. The firm emphasizes economics and data-driven analytics in its investment approach, drawing on Gliner's background in analytics and category management.