Beau Clark is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked at Stockman Energy and held various roles in higher education. Outside of finance, Clark coaches junior high football and manages a personal agriculture business involving horses, cattle, and pigs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services supported by a large nationwide network of advisors and branch offices.

Alan Brown is a Series 66-licensed financial advisor with Edward Jones in Worland, Wyoming. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and alternative investment options, supported by a nationwide network of more than 23,700 advisors.

John Shaw is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved with LFP Consulting, a non-investment-related employment entity. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice and manages a broad range of advisory, brokerage, and insurance solutions.