Joshua Williams is a financial advisor with Seeker Financial LLC, holding a Series 66 designation and two years of industry experience. Prior to founding Seeker Financial, he worked at several firms including Stephens, Inc. and LPL Financial. He also provides seasonal tax-preparation services through Yellowstone Teton Tax Service during tax season. 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, emphasizing long-term holdings and customized portfolios aligned with client objectives.

Timothy Hale is a financial advisor at Hale Financial Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Zions Bancorporation for seven years. Outside of his advisory role, he is a co-owner of StarValleyWY.com, where he contributes to website maintenance, content creation, and marketing. Hale Financial Solutions serves individuals, families, municipalities, small businesses, and corporate clients. The firm primarily follows a passive, asset-class investment approach using index mutual funds and ETFs, offering discretionary portfolio management, retirement-plan advisory, and financial planning through both digital platforms and institutional custodians.

Michael Ross is a CFP® professional with 30 years of industry experience, currently serving at Independent Financial Partners since 2025. His prior roles include positions at Crow Creek Wealth, LLC, Fidelity Personal and Workplace Advisors, and Strategic Advisors Inc. Outside of his advisory work, he owns Crow Creek Ventures, LLC, a business involved in buying and selling construction and farm equipment. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with over 260 advisors managing more than $12 billion in assets, providing both decentralized investment strategies and specialized retirement-plan advisory and pension consulting services.

Rachelle Rodman is a CFP® professional with 2 years of industry experience, currently serving as an advisor at Coyle Financial Counsel, LLC since 2016. Her prior experience includes roles at RTN Federal Credit Union. Outside of her advisory work, she is involved with Money Motivation LLC, an education-focused business. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities with discretionary and non-discretionary asset management, financial assessment, and wealth advisory services. The firm’s investment approach incorporates tactical and strategic asset allocation, individualized portfolio construction, and security-level analysis using a variety of research methods tailored to client goals and risk tolerance.

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.

Douglas Hollen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he serves as an itinerant preacher and bi-vocational pastor at Berean Bible Fellowship in Afton, Wyoming. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of solutions from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.

Kyle Terry is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Empower. His background includes roles in education and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.