Robin Sanchez

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.

Patrick Todd is a CFP® and CFA® charterholder affiliated with Durata Wealth Management. He has two years of experience in the advisory industry, previously working for Harding Loevner from 2012 to 2026 before joining Durata LLC in 2026. Durata Wealth Management is an independent Wyoming-based firm offering discretionary wealth management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a goals-based, evidence-informed investment approach emphasizing global diversification, cost efficiency, and tax-aware implementation, incorporating factor tilts, ESG considerations, and options hedging when appropriate.

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.

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.

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.