Wendy Nelson is a financial advisor at Geneos Wealth Management, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wind River Wealth Advisors LLC and Safe Harbor Financial Group. Outside of her advisory role, she serves as a board member of the Rotary Club of the Southwest USA and is a notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, combining continuous account monitoring with a range of analytic approaches and investment strategies tailored to client needs.

Farrah Rhea is a Series 66-credentialed financial advisor with Edward Jones, based in Pinedale, Wyoming. She 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.