Zachary Daniel Smith

Robert Elliot is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. He has been with Finlayson Financial Planning, Inc. since 2014 and concurrently involved with Alecia Kozisek Insurance Agency since 2012. He previously served as a director for St. John's the Baptist Catholic Church Foundation. Finlayson Financial Planning, Inc. provides investment management and financial planning services to individual and high-net-worth clients, focusing on tailored portfolios built through fundamental analysis and a long-term perspective. The firm manages approximately $10.93 million in client assets on a non-discretionary basis and operates on a fee-only model.

Kevin Bettinger is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial, where he has worked since 2017, and previously held roles at ICA Group Wealth Management, Investment Centers of America, Inc., and Morgan Stanley. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary research and third-party strategies across various platforms.

Richard Wonka is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he serves as the board president of the Buffalo Swim Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to various investment strategies and third-party managers.

Kristin Wilkerson is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Buffalo, Wyoming. She previously worked at Morgan Stanley and First Federal Bank and Trust before joining First Interstate Bank and LPL Financial in 2019. Outside of her advisory role, she is involved with HarleyQ, a real estate rental business based in Sheridan, Wyoming. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Melanie Shober Stone is a Series 66 credentialed advisor with LPL Financial and has worked in financial services since 2023. Her prior experience includes roles at First Northern Bank of Wyoming, TownSquare Title of Wyoming, and Gillette College, as well as self-employment from 2014 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Keith Gliner is the principal of Water Dog Asset Management LLC in Buffalo, Wyoming, and holds a Series 65 designation. He has nine years of industry experience and has led Water Dog Asset Management since its founding in 2015. Water Dog Asset Management serves a small client base of individual investors, providing investment advisory and portfolio management services primarily on a non-discretionary basis. The firm emphasizes economics and data-driven analytics in its investment approach, drawing on Gliner's background in analytics and category management.