Travis Ladner is a financial advisor with Ameriprise in Alpine, Wyoming, holding a Series 66 designation and with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Happyman, LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Charles Wise is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked within Wells Fargo’s network since 2009, including roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is the owner of LLC-FINET, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. Advisors use firm research and planning tools to provide tailored recommendations, with clients deciding on implementation through various brokerage or advisory programs.

Brent Jacobs is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved in aviation through ownership and operation of a private aviation LLC. 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 services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Allen Campbell is a financial advisor with Robert Baird & Co. in Etna, Wyoming, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1996. Outside of his advisory role, he is involved in a boat storage business. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.