Patrick J Trucco

Donald Gervais Jr. is a CFA® charterholder with 25 years of industry experience. He is the principal of Gervais Capital Management, LLC, a firm he founded in 2018. Prior to this, he held positions at Allianz Global Investors U.S. LLC and related affiliates. Outside of his advisory work, he serves on the boards of Friends of Pathways and Teton Village Water & Sewer District and participates on a development committee for The Teton Science Schools. Gervais Capital Management provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth households, charitable organizations, and corporations. The firm employs a variety of analytical approaches and offers discretionary management with a focus on pension consulting and serving charitable and corporate clients.

Laurent Roux is the sole advisor at Gallatin Wealth Management LLC, an independent firm based in Wilson, Wyoming. He holds eight years of industry experience and has been with Gallatin Wealth Management since 2005. Outside of his advisory role, Mr. Roux serves on the advisory board of a private equity fund focused on Asian alternative asset managers and is a board member of Willow Street Trust Company, a Wyoming trust company. Gallatin Wealth Management serves a select group of individuals, high-net-worth families, trusts, and business entities, offering discretionary portfolio management and multi-family office services. The firm emphasizes individualized investment policies implemented through a combination of analytical methods and asset allocation, with a notable international client base and expertise.

James Keller Jr. is a CFP®-certified financial advisor with four years of industry experience. He is the sole advisor at Keller Investment Advisors LLC and has previously worked at Cerity Partners LLC, First Western Trust, and Tocqueville Asset Management, LP. Keller Investment Advisors LLC provides specialized wealth management services for complex family enterprises, high-net-worth individuals, non-profits, and individual clients. The firm employs a diversified investment approach across equity, debt, and alternative asset classes, offering tailored advice and financial planning through both discretionary and non-discretionary arrangements.

Lewis Lee Jr is a Series 65-credentialed advisor at Childress & CO LLC with over 20 years of industry experience, including 14 years at Estabrook Capital Management and seven years as a self-employed professional. He has been with Childress & CO since 2026. Childress & CO manages approximately $120 million in discretionary assets for a select group of clients, including individuals, ERISA plans, a foundation, and private funds. The firm employs a value-oriented, top-down investment approach focused on macroeconomic and structural trends, constructing multi-year portfolios that may include concentrated positions and third-party managers.

Frank Reichel III is a CFA® charterholder with 24 years of industry experience, currently serving as the sole advisor at Reichel Management Company LLC since 2021. Prior to founding his firm, he spent 21 years at Thompson, Siegel & Walmsley LLC. Outside of advisory work, he acts as trustee for multiple non-client trusts, providing distribution and investment advice. Reichel Management Company LLC offers discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental analysis to develop 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.