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Jessica P

Series 63, Series 65

Casper, WY

WYOU Financial Strategies, LLC

Jessica Pratt is a financial advisor at WYOU Financial Strategies, LLC in Casper, Wyoming, holding the Series 63 and Series 65 designations with six years of industry experience. Her prior roles include positions at Lincoln Financial Advisors, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial services, she has experience in entrepreneurship and tattoo arts. WYOU Financial Strategies offers financial planning, coaching, and optional investment management to individuals, families, and business owners. The firm emphasizes a planning-led, coaching-based process using proprietary tools to assist clients in managing cash flow and financial decisions, with investment recommendations provided within the context of financial plans.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Brad O

Series 63

Casper, WY

Orr, Brad L.

Brad Orr is the sole advisor at Orr, Brad L., an independent firm based in Casper, WY. He holds a Series 63 designation and has 8 years of industry experience, with a career spanning over 20 years at his current firm. Orr, Brad L. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure and a variety of analytical methods, managing accounts primarily on a discretionary basis.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Cash flow / budgeting
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Reid R

Series 66

Casper, WY

Omnivest

Reid Rasner is a financial advisor at Omnivest with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Edward Jones, Marcus & Millichap, Urban Nest Realty, and Coldwell Banker. Omnivest provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and technical analysis along with Monte Carlo planning to model long-term outcomes and maintains a formalized compliance and supervisory structure despite its small size.

General retirement planning Wealth management Tax-loss harvesting Cash flow / budgeting
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Ricky D

Casper, WY

Senior Tax Advisory Group, Inc.

Ricky Durdahl is a financial advisor with Senior Tax Advisory Group, Inc. in Casper, WY, holding eight years of industry experience. He has been affiliated with Tucker Asset Management LLC since 2016 and is an owner and partner of Retirement Resources, an insurance-related business in Casper, WY. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party model portfolios managed by Co-advisers. The firm focuses on asset allocation through exchange-traded funds and maintains a high client-to-advisor ratio across its three-advisor team.

Wealth management
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Arin W

Series 65

Casper, WY

Pinnacle West Asset Management Inc

Arin Wesnitzer is a financial advisor at Pinnacle West Asset Management Inc in Casper, WY, holding a Series 65 designation with three years of industry experience. Prior to joining Pinnacle West Asset Management in 2022, Wesnitzer held positions at Centennial Woods LLC, True Companies, and the University of Wyoming. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term buy-and-hold investment strategy centered on strategic asset allocation and customized portfolios.

Wealth management Passive / index investing Active portfolio management
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Tom C

Casper, WY

Pinnacle West Asset Management Inc

Tom Creager is a financial advisor with Pinnacle West Asset Management Inc and holds nine years of industry experience. He worked at Pinnacle West Asset Management from 2007 to 2017. Outside of advisory work, Creager serves as president of Wind River Resources Inc, an oil and gas exploration and production company. Pinnacle West Asset Management provides discretionary investment management and research for individuals, families, trusts, business entities, charitable foundations, and retirement plans. The firm emphasizes tailored asset-allocation models and long-term, buy-and-hold portfolio management focused on large-cap equities and laddered fixed-income holdings.

Wealth management Passive / index investing Active portfolio management
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Lane H

Series 65

Casper, WY

Pinnacle West Asset Management Inc

Lane Hunsicker is a financial advisor at Pinnacle West Asset Management Inc with seven years of industry experience. He holds a Series 65 designation and has worked at Pinnacle West since 2018. Prior to his advisory role, he taught at the University of Wyoming and has longstanding teaching roles at Natrona County High School and CY Junior High. Pinnacle West Asset Management is an SEC-registered firm that provides discretionary portfolio management to individuals, families, trusts, and various entities, managing approximately $229.5 million across about 88 client relationships. The firm follows a disciplined, long-term buy-and-hold investment philosophy focused on strategic asset allocation and customized portfolios, with a notable integration of accounting expertise among its principals.

Wealth management Passive / index investing Active portfolio management
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Jacob A

Series 63, Series 65

Casper, WY

Salus Financial Advisors

Jacob Allen is a financial advisor at Salus Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CorePath Wealth Partners and Charles Schwab & Co., Inc. before joining his current firm. Salus Financial Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages over $262 million in assets with a five-advisor team, offering primarily long-term, discretionary investment strategies through a variety of instruments and third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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John L

Series 66

Casper, WY

American Wealth Management, Inc.

John Lutz Jr. is a financial advisor with American Wealth Management, Inc. based in Casper, WY. He holds a Series 66 designation and has 23 years of industry experience. Since 2009, he has been associated with Yellowstone Partners, LLC. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm employs a diverse investment approach drawing on economic analysis and various strategies, offering both discretionary and non-discretionary services across multiple custodial platforms.

Options & derivatives strategies
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Alex L

Series 65

Casper, WY

American Wealth Management, Inc.

Alex Lutz is a financial advisor at American Wealth Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked previously in diverse roles including at Hilltop National Bank and North Platte Physical Therapy. American Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm’s investment approach combines micro- and macroeconomic analysis with fundamental and technical research, offering a range of strategies from long-term buy-and-hold to shorter-term trading and options.

Options & derivatives strategies
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Kendall B

Series 66

Casper, WY

The AmeriFlex Group

Kendall Bryce is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and OSAIC. He serves on the Casper College Foundation Board. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Kelli C

Series 63, Series 66

Casper, WY

The AmeriFlex Group

Kelli Carmichael is an investment advisor at The AmeriFlex Group with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Osaic. Carmichael serves as a board member in a volunteer capacity. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
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Thomas B

Series 63, Series 65

Casper, WY

Geneos Wealth Management, Inc.

Thomas Brock is a financial advisor with Geneos Wealth Management, Inc. in Casper, WY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Geneos Wealth Management since 2013 and also operates Brock Strategic Investments concurrently. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of financial planning and investment advisory services, utilizing various analytic approaches and investment strategies tailored to client needs.

ESG / Sustainable investing Options & derivatives strategies
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Morgan A

Series 65

Casper, WY

Ashton Thomas Private Wealth

Morgan Amos is a financial advisor at Ashton Thomas Private Wealth with Series 65 registration and four years of industry experience. Prior to joining the firm, he worked in heating and cooling services and homecare. Outside of his advisory role, Morgan owns a business selling antlers and handmade antler products and contributes as a freelance writer for Proven Winners, providing plant descriptions and care instructions. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a diverse investment approach that includes mutual funds, ETFs, independent managers, and alternative strategies, supported by its Amplify Platform for program management and model design.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Tony L

Series 63, Series 65

Casper, WY

Kingsview Wealth Management, LLC

Tony Lantis is a financial advisor with Kingsview Wealth Management, LLC in Casper, Wyoming, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Kingsview in 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment instruments and access to alternative investments and third-party managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Robert R

Series 66

Casper, WY

Kingsview Wealth Management, LLC

Robert Robinson is a financial advisor at Kingsview Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following tenures at Wells Fargo Clearing and Wells Fargo Advisors from 2006 to 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Jason E

Series 63, Series 65

Casper, WY

Mutual Of Omaha Investor Services, Inc.

Jason Eiler is a financial advisor with Mutual of Omaha Investor Services, Inc. in Casper, WY, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Mutual of Omaha since 2008. Outside of his advisory role, he serves on several local boards including the Qigong Sensory Training Institute, Memorial Hospital Board of Trustees, and Citizens Transportation Advisory Commission, and holds leadership positions at Lighthouse Baptist Church. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting primarily through a platform with Envestnet and Pershing. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Michael S

Series 66

Casper, WY

Guardian Life

Michael Schulte is a financial advisor with Primerica Advisors based in Casper, Wyoming, holding a Series 66 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2013. Schulte serves on the board of directors for Advance Casper, a local community organization. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Brenda J

CFP®, Series 63, Series 65

Casper, WY

Focus Partners Wealth, LLC

Brenda Janikowski is a CFP® with 15 years of industry experience, currently with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Asset Strategies, Wealth Advisors Network, and Avantax Advisory Services. Outside of wealth management, she serves as president of PJ Cattle Company, LLC, a cattle ranching business, and is a member of the City of Casper Finance Committee. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, focusing on long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Daniel C

Series 63, Series 65

Casper, WY

Eagle Strategies (NY Life)

Daniel Christensen is a financial advisor at Eagle Strategies (NY Life) with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with New York Life and Nylife Securities since 1998. Christensen has entrepreneurial experience, having operated Footprints Financial and spent several years involved with brewing companies. He is also a board member of Central Wyoming Hospice and Transitions, where he participates in committees and fundraising efforts. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, maintaining fiduciary responsibilities for retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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