Sandra Sue Patrick

Jonas Champion is the sole advisor at Net Income LLC in San Rafael, CA, holding a Series 66 designation with 17 years of industry experience. He is the 100% owner of Sprout Sprawl LLC and JTC International, businesses he has operated concurrently with his advisory role. Net Income LLC provides advisory and financial planning services primarily to individual clients, trusts, estates, and business entities. The firm offers tailored, one-on-one consulting engagements and refers clients to third-party money managers for ongoing portfolio management, generally without exercising discretionary authority over client accounts.

Jennifer Forster is a financial advisor at PARA Capital Group, LLC, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Heritage Holdings, EPIQ Capital Group, and Hall Capital Partners. PARA Capital Group provides family office coordination, financial planning, and investment advisory services to individuals and families with complex financial lives. The firm offers collaborative, non-discretionary consulting and emphasizes diversified, passive-oriented liquid portfolios while coordinating among various professional advisors to manage clients' comprehensive financial needs.

Miranda Eisele is a financial advisor at Ball & Company in Cheyenne, WY, holding a CFP® designation along with Series 63 and Series 65 licenses. She has 14 years of industry experience, including nine years with the firm under its former name, REED & BALL, INC. Eisele has been with Ball & Company since 2012, continuing through its transition to its current form in 2021. Ball & Company Wealth Management serves individual clients, including high net worth households, as well as corporations and business entities, providing comprehensive financial planning, consulting, and discretionary investment management. The firm manages approximately $203 million in assets and employs a multifaceted investment approach incorporating fundamental, technical, and cyclical analysis.

Rosalyn Baker is a financial advisor with RW Baker Wealth Management Group LLC in Cheyenne, Wyoming. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and RBC Capital Markets Corporation. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages all assets on a non-discretionary basis with an emphasis on diversification, tax efficiency, and low-cost investment options.

Candice Wisdom is a financial advisor with RW Baker Wealth Management Group LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and has experience in the hospitality industry, including a role at Altitude Chophouse & Brewery. Candice is also a Notary Public for the State of Wyoming. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a non-discretionary basis, emphasizing broad diversification, tax efficiency, and low-cost investment options.

Klinton Krieger is a financial advisor with TCP Asset Management, LLC in Cheyenne, WY, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Wells Fargo Clearing Services and has been associated with TCP Asset Management since 2020. In addition to his advisory role, he is also licensed as a non-variable insurance agent. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis, tailoring allocations to clients’ goals, and utilizes multiple sub-advisers and model providers.