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.

Miranda Eisele is a CFP® with 13 years of industry experience, currently serving as an advisor at Ball & Company since 2021. She previously worked at Ball and Company fka REED & BALL, INC. from 2012 to 2021. Ball & Company Wealth Management provides comprehensive financial planning, consulting, and discretionary investment management to individual clients, including high net worth households, as well as corporations and other business entities. The firm manages approximately $203 million in assets and employs a combined approach of fundamental, technical, and cyclical analysis across a diverse range of investment vehicles.

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 Series 66 credentialed financial advisor with nine years of industry experience. He is currently with TCP Asset Management, LLC in Cheyenne, Wyoming, where he has worked since 2020. Prior to that, he was employed at Wells Fargo Clearing Services and has operated as a self-employed advisor. Krieger is also licensed as a non-variable insurance agent. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using both fundamental and technical analysis with a long-term trading approach.

Jillianne Wilkinson is a financial advisor with StoneX Advisors Inc. in Cheyenne, WY, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at StoneX Advisors since 2017 and has been involved with Buffalo Shield Financial Planning and Synergy Investment Group for over 18 and 22 years, respectively. Outside of her advisory work, she instructs Federal Employee Retirement Benefits classes for local federal employees and serves as an insurance agent with Synergy Insurance Group. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services through independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, implementing strategies via proprietary models, third-party money managers, and platforms like Envestnet and Advyzon.

Marc Bregman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has previously worked with NYL Securities and has been associated with Park Avenue Securities and Guardian Life Insurance for multiple years. Outside of his advisory work, Bregman serves as a board member for the Lodi Police Foundation and Lodi Crime Stoppers. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment products.

James Hoefs is a Series 66-licensed financial advisor with First Command Advisory Services in Cheyenne, WY, bringing five years of industry experience. Prior to his advisory role, he served 23 years with the Colorado Air National Guard and is a retired USAF member. Hoefs holds a volunteer position as secretary on the board of the COANG Legacy Foundation, a nonprofit supporting the Colorado Air National Guard. First Command Advisory Services serves a diverse client base including individuals, high-net-worth clients, corporations, and charities, offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and delivers structured financial coaching through its Tailored Professional Services engagement and discretionary Asset Management Solutions.

Colin Prestesater is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with Primerica Advisors in Cheyenne, WY. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, D.A. Davidson & Co., and Mutual of Omaha. He serves on several nonprofit boards, including the Fellowship of Christian Athletes and Spokane Rotary North, and acts as a charitable giving advisor for the Believe In Me Foundation. Park Avenue Securities LLC serves a wide retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes proprietary model portfolios and third-party managers to implement investment strategies across various account types, supporting discretionary and non-discretionary management with diverse investment options and lending solutions.

Thomas Gagnon is a financial advisor with First Command Advisory Services in Cheyenne, WY, holding a Series 66 designation and nine years of industry experience. He has served in the Wyoming Air National Guard since 1993 and currently holds the position of Air Liaison Officer. In addition to his advisory role, he provides management support to a family-related business involved in government and private sector contract coordination. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching with structured planning engagements and employs an in-house team to manage model portfolios based on fundamental analysis and modern portfolio theory.

Jeran Artery is a financial advisor with Eagle Strategies (NY Life) in Cheyenne, WY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been affiliated with New York Life and its related entities since 1994. Outside of his advisory role, he is the owner of Wyo Vault, LLC, a commercial office building in Cheyenne. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of investment adviser representatives. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Daniel Hancock is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at CUSO Financial Services, Blue Federal Credit Union, LPL Financial, Cetera, and First Interstate Bank. He is also the CEO of Asset Financial Planners, a marketing entity based in Cheyenne, WY. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based financial planning, portfolio management, and brokerage solutions.

Jeremiah Jennings is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Equitable Advisors, NEXT Financial Group Inc., and Jackson National Life Distributors LLC. Jennings also operates Jennings Wealth Management LLC, a DBA for his LPL business. 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 investment solutions supported by an in-house research team, combining large-scale advisory operations with a variety of non-advisory product activities.

Jared Black is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a high school soccer official for both the Cheyenne Soccer Officials Association and the Colorado Soccer Association. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Joseph Marek is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with RBC since 2008. Outside of his advisory role, he has served on nonprofit and community boards, including the Laramie County Library Foundation and local homeowners and property management associations. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies implemented through a combination of in-house and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Thomas Cowan is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and three years of industry experience. Before joining Schwab in 2022, he worked for Old Chicago Pizza & Taprooms and spent 36 years with the State of Wyoming Office. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, using multi-asset model portfolios and a centralized operational structure.

Jeri Uhrich is a financial advisor with Wells Fargo Clearing in Cheyenne, WY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, Uhrich owns and operates a photography business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions driven by investment policy statements and modern portfolio theory.

Samuel Runyan is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at D.A. Davidson & Co. for nine years before joining Schwab in 2018. Outside of his advisory role, he manages several local real estate ventures, including residential properties and an RV park in Wyoming. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Joseph Kostelecky is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2024. Outside of his advisory role, he owns and operates JK's Lawn Service and works as an independent contractor with 307 Inspections. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Sandra Patrick is a CFP® with 41 years of industry experience, currently affiliated with Cetera. Her career includes long tenures at First Allied Advisory Services and First Allied Securities before joining Cetera. Outside of her advisory work, she serves as a high school debate coach and teaches life enrichment classes at Laramie County College. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services supported by multiple program structures and fiduciary capabilities.