Timothy C Hale

Joshua Williams is a financial advisor at Seeker Financial LLC with three years of industry experience. He holds a Series 66 designation and previously worked at firms including Stephens, Inc. and LPL Financial. Outside of advisory services, he provides seasonal tax preparation through Yellowstone Teton Tax Service. Seeker Financial LLC is a state-registered investment adviser offering discretionary investment management and integrated financial planning for individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental analysis, passive strategies, and modern portfolio theory with a focus on long-term holdings and offers both ongoing management and standalone planning engagements.

Michael Ross is a CFP® with 30 years of industry experience, currently an advisor at Independent Financial Partners. His prior roles include positions at Crow Creek Wealth, Fidelity Personal and Workplace Advisors, Strategic Advisors Inc, and Fidelity Investments Institutional Services Company. Outside of his advisory work, he owns Crow Creek Ventures, a business involved in buying and selling construction and farm equipment. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.

Rachelle Dix is a CFP® professional with three years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Her prior experience includes ten years at Coyle Financial Counsel, LLC. She is a member of Money Motivation LLC, an education-focused organization. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to individual investors, corporations, pension plans, and institutional clients. The firm integrates asset-allocation modeling with independent manager selections and employs both active and passive strategies across public and private asset classes.

Corey Miles is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and 14 years of industry experience. He also serves as president of Miles CPA, a firm providing tax preparation, business consulting, and audit services since 2005. Additionally, he owns Miles Financial Services LLC, a non-investment-related business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, incorporating proprietary and third-party portfolio programs.

Barry Dayley is a CFP® with 42 years of experience in the financial industry and has been with Money Concepts Capital Corp since 1998. He holds the Series 63 designation and is based in Afton, Wyoming. Outside of his advisory role, he owns and directs Personal Agenda, Inc., an online education company offering courses in civics and personal development, and serves as an officer and board member of the International Association of Registered Financial Consultants. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and applies fundamental and technical analysis alongside modern portfolio theory to manage assets across discretionary and non-discretionary accounts.

Sean Halling is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 11 years of industry experience. Prior to joining Kestra Advisory in 2024, he worked at Edward Jones from 2015 to 2024. He operates Halling Wealth Management, an LLC that provides financial services and manages payroll and workplace benefits for his office. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides a range of services including fiduciary consulting, plan design and compliance, and investment advice, serving large institutional clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.