Sandra Patrick is a CFP® with 41 years of industry experience currently affiliated with Cetera. She has held various positions within Cetera and its predecessors since 1999. Outside of financial advising, she coaches high school debate and teaches life enrichment classes at Laramie County College. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

Brian Hiltner is a Series 66-credentialed financial advisor with LPL Financial, based in Cheyenne, Wyoming, and has two years of industry experience. Prior to joining LPL Financial, he held roles at Blue Federal Credit Union and served in various local government positions. Outside of his advisory work, he is involved as a musician with Jason Buchanan and the Short Timers and owns BAZ Entertainment, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Colin Prestesater is a financial advisor with LPL Financial in Cheyenne, WY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and D.A. Davidson & Co. Outside of his financial career, Prestesater serves on several nonprofit boards, including the Fellowship of Christian Athletes, Spokane Rotary North, Believe In Me Foundation, and Joshua 1:9, supporting community and charitable initiatives. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Migliaccio is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His work history includes roles at LPL Financial, CUSO Financial Services, and Blue Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory services, along with specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Dixie Roberts is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she serves on the Board of Directors for the Cheyenne Board of Public Utilities. Ameriprise is a large institutional firm offering advisory, brokerage, and insurance solutions. It provides a retirement-income planning service targeted at individuals approaching or in retirement, combining research and modeling with personalized, non-discretionary recommendations.

Michelle Pearson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at Edward Jones, Anb Bank, Cetera Investment Services, CUSO Financial Services, Blue Federal Credit Union, and Thrivent Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

Kyle Linton is a financial advisor with LPL Financial based in Cheyenne, WY, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He previously worked at ICA Group Wealth Management, LLC and Investment Centers of America, Inc. He is involved in non-variable insurance activities, including life, fixed annuity, and fixed indexed annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Cassandra Driver is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and has been with RBC Wealth Management since 2004. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and a range of portfolio management and financial planning services.

Hansen Seitz is a financial advisor with Mass Mutual Investors Services in Cheyenne, WY, holding Series 65 and Series 63 credentials and 12 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2015. Outside of his advisory role, he owns and operates DJ Hans, a business providing DJ services for events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships utilizing firm-approved analytical tools.

Ryan Montgomery is a financial advisor at Edward Jones based in Cheyenne, WY, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he served four years with the Laramie County Sheriff's Department and is currently a Technical Sergeant in the Wyoming Air National Guard, where he works as a health services administrator. He also serves as the Wyoming State Director for the Veterans Golfers Association, coordinating golf events for the nonprofit’s local chapter. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Karlynn Quist is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. Outside of her advisory role, she serves as treasurer for Cheyenne Regional Medical Center. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Guille is a financial advisor with Raymond James Financial in Cheyenne, Wyoming, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Raymond James Financial since 1999 and previously spent 12 years at Rockwood Financial, LLC. Guille also owns Kevin Guille Strategic Wealth Management, an LLC established to operate his financial branch in Cheyenne. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through unique affiliations.

Tanr Tempel is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Western Vista FCU for seven years and WinHealth Partners for two years. Outside of his advisory role, he works part-time as a temporary service agent for an airline. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Christopher Caylor is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has been with Cetera Advisors LLC since 2015 and continues his role at Cetera from 2024. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Kari Cobb is a financial advisor with Raymond James Financial Services Advisors, Inc. and holds the ChFC® and Series 66 designations. She has 16 years of industry experience, including 13 years at Edward Jones prior to joining Raymond James in 2023. Outside of her advisory role, she owns several LLCs related to agriculture and property management in Wyoming and Oklahoma. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Tyler Beasinger is a financial advisor with LPL Financial in Cheyenne, WY, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Blue Federal Credit Union, CUSO Financial Services, Thrivent Financial, Fidelity Brokerage Services, and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms.

Patrick Klipstein is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at RBC Capital Markets and Rockwood Financial Services LLC. Outside of finance, he owns and operates a cattle ranch and is a partner in a family farm in Cheyenne, Wyoming. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Josephine Lee is a Series 63 licensed financial advisor with Primerica Advisors, based in Cheyenne, WY. She has 10 years of industry experience and has been with Primerica Advisors since 2015. Outside of her advisory role, she owns Yolee Enterprises in Cheyenne, WY. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Brian Eilers is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is associated with Raymond James Financial Services Advisors, Inc. since 2011 and is a part-owner of The Compass Wealth Group, LLC and Brian D Eilers CFP LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA consulting services.

Grayson Sipe is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at Merrill, Merrill Edge, and JPMorgan Chase Bank. Outside of finance, he is involved with Grayson Sipe Music. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.