Donald Gervais Jr. is a CFA® charterholder with 25 years of industry experience. He is the principal of Gervais Capital Management, LLC, a firm he founded in 2018. Prior to this, he held positions at Allianz Global Investors U.S. LLC and related affiliates. Outside of his advisory work, he serves on the boards of Friends of Pathways and Teton Village Water & Sewer District and participates on a development committee for The Teton Science Schools. Gervais Capital Management provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth households, charitable organizations, and corporations. The firm employs a variety of analytical approaches and offers discretionary management with a focus on pension consulting and serving charitable and corporate clients.

Laurent Roux is the sole advisor at Gallatin Wealth Management LLC, an independent firm based in Wilson, Wyoming. He holds eight years of industry experience and has been with Gallatin Wealth Management since 2005. Outside of his advisory role, Mr. Roux serves on the advisory board of a private equity fund focused on Asian alternative asset managers and is a board member of Willow Street Trust Company, a Wyoming trust company. Gallatin Wealth Management serves a select group of individuals, high-net-worth families, trusts, and business entities, offering discretionary portfolio management and multi-family office services. The firm emphasizes individualized investment policies implemented through a combination of analytical methods and asset allocation, with a notable international client base and expertise.

James Keller Jr. is a CFP®-certified financial advisor with four years of industry experience. He is the sole advisor at Keller Investment Advisors LLC and has previously worked at Cerity Partners LLC, First Western Trust, and Tocqueville Asset Management, LP. Keller Investment Advisors LLC provides specialized wealth management services for complex family enterprises, high-net-worth individuals, non-profits, and individual clients. The firm employs a diversified investment approach across equity, debt, and alternative asset classes, offering tailored advice and financial planning through both discretionary and non-discretionary arrangements.

Lewis Lee Jr is a Series 65-credentialed advisor at Childress & CO LLC with over 20 years of industry experience, including 14 years at Estabrook Capital Management and seven years as a self-employed professional. He has been with Childress & CO since 2026. Childress & CO manages approximately $120 million in discretionary assets for a select group of clients, including individuals, ERISA plans, a foundation, and private funds. The firm employs a value-oriented, top-down investment approach focused on macroeconomic and structural trends, constructing multi-year portfolios that may include concentrated positions and third-party managers.

Frank Reichel III is a CFA® charterholder with 24 years of industry experience, currently serving as the sole advisor at Reichel Management Company LLC since 2021. Prior to founding his firm, he spent 21 years at Thompson, Siegel & Walmsley LLC. Outside of advisory work, he acts as trustee for multiple non-client trusts, providing distribution and investment advice. Reichel Management Company LLC offers discretionary asset management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental analysis to develop personalized asset allocation strategies and conducts regular portfolio reviews including rebalancing and tax-loss harvesting.

Matthew Lusins is a CFP® and CFA® with five years of industry experience. He is the sole advisor at Bootpack Financial Partners, LLC and has previously worked at Boxer Capital, LLC and Convergence Investments. Bootpack Financial Partners provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, other investment advisers, and charitable organizations. The firm uses fundamental, quantitative, and modern portfolio theory analyses and typically pursues a long-term trading approach with quarterly account reviews and ongoing planning services.

Nathan Lundquist is a CFP® professional with 28 years of experience in financial advisory services. He is the sole advisor at Elevated Asset Management LLC, an independent firm based in Jackson, Wyoming, and has previously worked with Voya Financial Advisors and Mountain Range Financial Services. In addition to his advisory work, Lundquist is an independent insurance agent focusing on fixed insurance products. Elevated Asset Management LLC provides fee-based advisory services to individuals, high-net-worth clients, qualified retirement plans, and business entities. The firm offers tailored portfolio management and financial planning, employing various analysis methods and providing specialized services such as pension consulting and variable annuity management.

Justin Bowersock is a CFA charterholder and holds a Series 66 license, with 10 years of industry experience. He has worked at Rockhill Advisors LLC since 2017 and previously at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Rockhill Advisors LLC provides wealth management, investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a goal-based, long-term passive investment approach with diversified portfolios mainly composed of low-cost mutual funds and ETFs, managing client accounts on a discretionary basis.

John Bishop is a financial advisor at Bishop, Jt, holding a Series 65 designation with one year of industry experience. He has been the owner and responsible broker of Bishop's Realty since 2007, where he spends a portion of his time on real estate sales. Bishop, Jt is an independent firm providing discretionary portfolio management to high-net-worth individuals, trusts, pension funds, insurance companies, and state sovereign wealth funds, with an investment approach influenced by the Berkshire Hathaway value-oriented tradition focusing on large-cap U.S. stocks and earnings. The firm manages client accounts on a discretionary basis and serves primarily institutional investors.

Keith Ohnmeis is a financial advisor at Pingora Partners LLC with 23 years of industry experience. He has worked at Pingora Partners since 2008 and previously at Goff Capital Inc. from 2007 to 2018. Outside of his advisory role, he is a co-owner of Lodgepole Art Partners, an art auction business based in Wilson, Wyoming. He also serves on the advisory committee for the Open Prairie Opportunity Fund, which operates investment funds focused on agriculture and farmland. Pingora Partners LLC provides discretionary, customized asset management to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm employs active investment strategies and manages a multi-hundred-million dollar asset base with a relatively modest number of client relationships, allowing for bespoke allocations to less liquid and complex investments.

Ari Goldstein is the sole advisor at Corax Asset Management, an independent firm based in Wilson, Wyoming. He holds eight years of industry experience and previously worked at Beddow Capital Management, Inc. from 2016 to 2020. Corax Asset Management provides discretionary portfolio management services to high-net-worth individuals, focusing on long-biased, value-oriented equity portfolios. The firm emphasizes concentrated positions in small-cap consumer sector companies, selected through bottom-up research and proprietary screening.

Bayly Winder is a financial advisor at Polygon Investment Management with 23 years of industry experience. He has been with Polygon since 2002 and serves as a senior advisor providing strategic consulting to clients in the Middle East and North Africa through Albright Stonebridge Group. Polygon Investment Management offers discretionary investment management and tailored portfolio services to high-net-worth individuals, trusts, charities, corporations, and institutional clients. The firm employs a top-down, asset allocation-driven approach using a core-satellite framework, with a focus on international and country-specific exposures alongside tactical opportunities in emerging markets.

Noah Dreyfuss is a financial advisor at Dreyfuss Capital Management LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Citi Personal Wealth Management, and Certior Financial Group. In addition to advisory services, he is licensed as an insurance agent and works with clients on insurance needs. Dreyfuss Capital Management is an independent advisory firm providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and other advisers. The firm offers model portfolios through separately managed account programs and subscription services, combining multiple analysis methods and a range of investment strategies including active management, options, and allocations to diverse securities.

Stephen Scott is the sole advisor at Scott Investment Advisors, L.P. in Jackson, Wyoming. He holds Series 63 and Series 65 designations and has four years of industry experience. Scott has extensive prior experience through his roles at ScottAdvisors.com, Inc. since 1997 and MooseTree Partners, L.P. from 1997 to 2022. He is president of ScottAdvisors.com, Inc., the parent company of Scott Investment Advisors. Scott Investment Advisors, L.P. provides full discretionary portfolio management to a small client base including qualified corporate plans, individual IRAs, trusts, and corporate taxable accounts. The firm uses a combination of fundamental and quantitative analysis with a top-down macro assessment to construct tax-aware, long-term diversified portfolios primarily with ETFs, guided by its SAM model strategies.

Elizabeth Millet is a financial advisor at Income Focus Portfolio Management in Jackson, Wyoming, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Income Focus Portfolio Management since 2013. Income Focus Portfolio Management primarily serves individual clients, non-profit organizations, corporations, and other business entities, offering discretionary portfolio management focused on income generation and principal preservation through fixed-income and selected equity investments. The firm manages approximately $362 million in assets and is known for its use of smaller, less liquid bond issues and customized security selection based on client-specific factors.

David Elan is a CFP® and CFA® professional with 20 years of industry experience. He has been with Income Focus Portfolio Management since 2012, where he is one of three advisors. The firm serves individual clients, non-profit organizations, corporations, and other business entities, focusing on income generation and principal preservation through fixed-income investments and selected equity exposures. Income Focus manages approximately $362 million in discretionary assets and is known for its use of smaller, less liquid bond issues and tailored security selection strategies.

Arik Griffin is a financial advisor at Income Focus Portfolio Management with six years of industry experience and holds a Series 65 designation. He serves as Chief Financial Officer at Vertical Harvest, a hydroponic greenhouse, where he oversees financial reporting and budget management. Income Focus Portfolio Management serves individual clients, non-profits, and business entities with a focus on income generation and principal preservation through fixed-income investments and selected equity exposures. The firm manages approximately $362 million in discretionary assets and is known for its use of smaller, less liquid bond issues and tailored portfolios that consider client-specific factors.

Randol Curtis is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Thryve Wealth Management and previously worked at Strive Asset Management and One Capital Management. Curtis holds a Series 63 license and is based in Jackson, Wyoming. Thryve Wealth Management serves individuals, high-net-worth clients, retirement plans, endowments, foundations, charitable organizations, corporations, and other businesses, focusing on wealth management, financial planning, and discretionary investment management. The firm employs a Core and Satellite investment approach emphasizing U.S. markets, private market exposure, and alternatives, along with systematic tax-efficient strategies including direct indexing.

Jason Mckinney is a financial advisor at Integrity Financial Corporation with 15 years of industry experience. He holds a Series 66 designation and has worked at Integrity Financial Corporation since 2011 and at J.B. McKinney since 2013. Outside of financial advising, he owns and operates Headwaters Armory, a firearms training business. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach centers on asset allocation and Modern Portfolio Theory, utilizing index and actively managed funds, with additional services for accredited clients including alternative investments and family office consulting.

Scott Wilson is a financial advisor with Integrity Financial Corporation in Jackson, WY. He holds the CFP® designation and Series 65 license and has seven years of industry experience. Prior to joining Integrity Financial Corporation in 2020, he worked at Forbes Capital Solutions, Inc. from 2014 to 2020. Outside of his advisory role, Mr. Wilson owns and operates Fintent, LLC, an accounting and tax business. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm emphasizes asset allocation and Modern Portfolio Theory, using index and actively managed funds, tax-aware strategies, and alternative investments for qualified clients, and serves as a sub-advisor to a private insurance-dedicated fund.