Lowell Mccarthy

Donald Gervais is the principal of Gervais Capital Management, LLC, an independent advisory firm. He holds the CFA® designation and Series 63 license and has 25 years of industry experience. Prior to founding his firm in 2018, he worked for Allianz Global Investors for five years. He serves on the boards of Friends of Pathways and the Teton Village Water & Sewer District and is involved with the Development Committee for The Teton Science Schools. Gervais Capital Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a written Investment Policy Statement tailored to each client and employs a combination of fundamental, quantitative, technical, and cyclical analyses across a diverse range of investment instruments.

Frank Reichel is a CFA® charterholder with 23 years of industry experience. He founded Reichel Management Company LLC in 2021 after spending 21 years at Thompson, Siegel & Walmsley LLC. In addition to his advisory role, he serves as trustee for 12 non-client trusts. Reichel Management Company LLC provides discretionary asset management and financial planning services primarily to high-net-worth individuals. The firm employs fundamental analysis to create personalized asset-allocation strategies and conducts regular portfolio reviews including rebalancing and tax-loss harvesting.

Matthew Lusins is a CFP® and CFA® with five years of industry experience. He is the sole advisor at Bootpack Financial Partners, LLC and has previously worked at Boxer Capital, LLC and Convergence Investments. Bootpack Financial Partners provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, other investment advisers, and charitable organizations. The firm uses fundamental, quantitative, and modern portfolio theory analyses and typically pursues a long-term trading approach with quarterly account reviews and ongoing planning services.

Nathan Lundquist is a CFP® professional with 28 years of experience in financial advisory services. He is the sole advisor at Elevated Asset Management LLC, an independent firm based in Jackson, Wyoming, and has previously worked with Voya Financial Advisors and Mountain Range Financial Services. In addition to his advisory work, Lundquist is an independent insurance agent focusing on fixed insurance products. Elevated Asset Management LLC provides fee-based advisory services to individuals, high-net-worth clients, qualified retirement plans, and business entities. The firm offers tailored portfolio management and financial planning, employing various analysis methods and providing specialized services such as pension consulting and variable annuity management.

John Bishop is the sole advisor at Bishop, Jt in Jackson, Wyoming, holding a Series 65 credential. Although new to the financial advisory industry, he has extensive experience as the owner and responsible broker of Bishop's Realty since 2007, where he spends part of his time on real estate sales. Bishop, Jt provides discretionary portfolio management primarily to institutional clients such as high-net-worth individuals, trusts, pension funds, insurance companies, and state sovereign wealth funds. The firm employs a value-oriented investment approach focused on long-term ownership of large-capitalization U.S. stocks, managing client accounts on a discretionary basis without the use of mutual funds.

Keith Ohnmeis is a financial advisor at Pingora Partners LLC with 23 years of industry experience. He has worked at Pingora Partners since 2008 and previously at Goff Capital Inc. from 2007 to 2018. Outside of his advisory role, he is a co-owner of Lodgepole Art Partners, an art auction business based in Wilson, Wyoming. He also serves on the advisory committee for the Open Prairie Opportunity Fund, which operates investment funds focused on agriculture and farmland. Pingora Partners LLC provides discretionary, customized asset management to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm employs active investment strategies and manages a multi-hundred-million dollar asset base with a relatively modest number of client relationships, allowing for bespoke allocations to less liquid and complex investments.