Patrick C Todd

Tyrel Mack is a CFP® professional with experience at First Ascent Planning LLC and Rockhill Advisors LLC. He has been active in financial planning since 2024 and also has a background in business with 460 Bread Inc. outside of the financial industry. First Ascent Planning LLC is an independent firm offering fee-only financial planning and consulting to individuals, families, small business owners, and trusts. The firm provides services such as retirement planning, tax-aware planning, and estate coordination through one-on-one consultations, operating on a project-based, hourly fee model without discretionary investment management.

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.

Matthew Ward is an independent financial advisor at Encore 401K, LLC with 31 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked with American Funds Distributors Inc. and The Capital Group. Encore 401K, LLC provides advisory services to sponsors and participants of qualified retirement plans, including 401(k), pension, and profit-sharing plans, as well as asset management for individual clients. The firm focuses on fiduciary retirement plan consulting, participant education, and discretionary fiduciary management, emphasizing streamlined fund-menu design and strategic, long-term asset allocation using mutual funds, ETFs, and target-date solutions.

Keith Burke is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 33 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Richard Romano II is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors and Stifel Independent Advisors, LLC. Romano serves as a board member of the Teton Valley Community Resource Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling while supporting advisory programs and institutional portfolio management across a large network.