Matthew Ward

Nicholas Besobrasow is a financial advisor at Alupka Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Badger Capital Advisors, LLC since 2011. He is based in Driggs, Idaho. Alupka Asset Management provides discretionary portfolio management primarily to individual investors and related pension plans. The firm employs a multi-strategy investment approach combining fundamental research and technical analysis, focusing on income and growth through publicly traded, fully liquid securities.

Justin Bowersock is a CFA charterholder and holds a Series 66 license, with 10 years of industry experience. He has worked at Rockhill Advisors LLC since 2017 and previously at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Rockhill Advisors LLC provides wealth management, investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a goal-based, long-term passive investment approach with diversified portfolios mainly composed of low-cost mutual funds and ETFs, managing client accounts on a discretionary basis.

Kenyon Lederer is a CFP® and ChFC® with 33 years of industry experience. He is currently a financial advisor at Pinnacle Wealth Management, LLC and has held roles at Purshe Kaplan Sterling Investments and Pinnacle Asset Management, Inc. He is also licensed to sell fixed life insurance and annuity contracts. Pinnacle Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning services. The firm manages approximately $211 million in assets, offering diversified portfolios and tailored account supervision that includes fundamental and technical analysis, with options for integrating outside managers and alternative investments.

Richard Romano II is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors for 11 years before joining Stifel in 2023. Romano serves as a board member of the Teton Valley Community Resource Center. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process that utilizes proprietary market assumptions and probabilistic modeling to tailor asset allocation recommendations.

Trent Longnecker is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1993 after graduating from the University of Arizona. Trent holds the CERTIFIED FINANCIAL PLANNER® (CFP®) professional designation as well as the Certified Exit Planning Advisor (CEPA®) credential. He is registered with FINRA holding Series 7, 31, 63, and 66 licenses. With over 30 years of experience, Trent and his team provide customized financial advice and guidance to affluent families, business owners, and foundations. His expertise covers areas such as family wealth management, legacy planning, college education planning, portfolio management, small business strategies, tax minimization, and managing new wealth. As of April 2024, his team manages over $750 million in client assets. Trent has been recognized repeatedly, having been named to Barron's "Top 1,200 Financial Advisors" list multiple times from 2010 to 2019 and in 2024, as well as to Forbes' "Best-in-State Wealth Advisors" list from 2021 through 2023. Trent currently lives in Phoenix with his wife, Tricia, and their two children. His son Tyler studies finance at the University of Arizona, and his daughter Tatum attends the University of Missouri, where she plays Division One volleyball. Outside of work, Trent enjoys golfing, skiing, traveling, and spending time with his family.

Adam Daniels is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he spent ten years at Mountain America Credit Union. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.