Marcus Nolan is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Charles Schwab and WestPac Wealth Partners. Outside of advising, he officiates youth basketball games as an independent contractor. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and advisory services to individuals, pension plans, and corporate clients using a mix of proprietary and third-party investment programs.

Jodi Rudd is a CFP® professional with 10 years of industry experience, currently associated with LPL Financial in Casper, WY. Her work history includes multiple roles within LPL Financial and prior positions at firms such as Raymond James Financial Services and Merrill Lynch. 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 financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Eric Young is a financial advisor with Primerica Advisors in Casper, Wyoming, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at Primerica since 2007 and Wyoming Freedom Financial since 2015. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model portfolios created by third-party asset managers.

Steven Moore is a financial advisor with OSAIC in Casper, Wyoming, holding a Series 63 designation and 44 years of industry experience. His prior experience includes 36 years at Linsco/Private Ledger Corp. and one year at Lincoln Financial Advisors. Moore also works as an insurance agent, offering disability and traditional life insurance along with fixed-indexed and fixed annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through extensive advisory platforms and employs asset-allocation tools and third-party managers to construct tailored portfolios.

Harriet Chase is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at Royal Alliance and PlanMember Securities Corporation and is the co-founder and CEO of Casavy Health Solutions, a vitamin and supplement business. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a focus on diversified portfolios, asset allocation tools, and multiple advisory platforms.

Jordan Malm is a financial advisor with LPL Financial in Casper, Wyoming, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Platte Valley Bank for four years and has additional experience in law and education. Outside of his advisory role, Malm serves as a basketball referee for the Wyoming Youth Basketball Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing a network of investment adviser representatives and various model portfolios and third-party subadvisors.

Deanna Pickering is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 21 years of industry experience. She has worked with several firms, including Avantax Advisory Services and Porter, Muirhead, Cornia & Howard, where she is a shareholder and involved in wealth management. Pickering serves on the board of Central Wyoming Hospice & Transitions, a nonprofit providing comfort care and related services. Cetera Investment Advisers LLC supports a broad client base, including individuals, retirement plans, and institutional accounts, offering a multi-manager platform that features a range of portfolio management options and third-party money manager access.

Patrick Ford is a financial advisor with RBC Capital Markets in Casper, Wyoming. He holds a Series 66 designation and has six years of industry experience, including prior roles at Edward Jones and Greiner Ford powered by Lithia. Outside of his advisory work, he serves on the board of directors for Excel Academy, a nonprofit private school. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and wealth management services to individual, institutional, and charitable clients. The firm offers tailored investment programs and access to a broad range of in-house and third-party investment managers and solutions.

Jeffrey Zenisek is a financial advisor with Edward Jones in Casper, Wyoming, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at CNC Flow Control, Distribution Now, and Yeild Solutions Group. Outside of advising, he owns Rocky Mountain Energy Products, an oil and gas wholesale business based in Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and offices across the United States.

Joseph Ferguson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Raymond James Financial Services and Stadion. Outside of his advisory role, he is active in youth sports coaching, serving as head coach for the Wyoming State Soccer Association and assistant coach at Natrona County High School. 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 portfolio programs, third-party asset management, and institutional platforms.

Chadwick Keeler is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with LPL Financial, where he has worked since 2022. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2022, as well as Wells Fargo Clearing from 2008 to 2011. 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, model portfolio programs, third-party asset management, and institutional platforms.

Tiana Carlson is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Morgan Stanley. Her prior roles include positions at Merrill, LPL Financial, Cetera Investment Services, and First Interstate Bank. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney during her tenure at the firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market projections as part of its financial planning process.

Jude Watters is a financial advisor with LPL Enterprise holding the ChFC® designation, Series 63, and Series 65 licenses. He has 41 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, and New York Life Insurance Company. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Shawn Straub is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 credential and has previously worked at Contango Oil and Gas, Fleur De Lis Energy LLC, Halliburton Energy Services, and the University of Wyoming. Outside of his advisory role, he is a partner in two LLCs involved in cattle ranching and farming activities in Wyoming. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Wilkinson is a financial advisor with Ameriprise in Casper, WY, holding a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, she worked at Edward Jones and Farmers Insurance, and she also owns a cosmetology business as an independent contractor. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Mark Hansen is a financial advisor with Equitable Advisors in Casper, Wyoming, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Equitable Advisors since 1999, including its prior incarnation as Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charities, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory platforms alongside its own offerings to implement customized investment solutions.

Kia Britt is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. Her prior roles include positions at PMCH Wealth Advisors, Porter, Muirhead, Cornia & Howard, and teaching appointments at the University of Wyoming. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and custodial relationships.

Sheila Johnson is a financial advisor with Morgan Stanley in Casper, Wyoming, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Halley Plourde is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2015 and previously worked at Montana State University, Billings. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Paul Baxter is a financial advisor with Edward Jones in Casper, Wyoming, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is affiliated with the Casper Mountain Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.