Sharon Price is a Series 66-licensed financial advisor with Edward Jones in Cheyenne, WY, where she has worked since 2007, accumulating 19 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors.

Richard Brokaw is a financial advisor with LPL Financial, holding Series 63 and Series 66 certifications and bringing 33 years of industry experience. His prior roles include nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in family ranching through co-ownership of Three Circle Livestock LLC and operates a custom sign business, 3 Circle Studios, 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research-driven strategies and technology tools.

Natalie Collins is a CFP® and Series 66-registered financial advisor with Edward Jones in Cheyenne, WY, bringing seven years of industry experience. Before joining Edward Jones in 2018, she worked for four years with Sublette County School District #1. 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 provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Kling is a financial advisor with LPL Financial in Cheyenne, WY, holding a Series 66 designation and 19 years of industry experience. He has worked at First Interstate Bank since 2007 and also has prior experience with Cetera. Kling serves as a board member of the Ivinson Memorial Hospital Investment Committee, overseeing outside managers. 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 services including financial planning, model portfolios, and institutional platforms, with advisor support that incorporates both discretionary and non-discretionary strategies.

Michael Lucas is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Before joining Charles Schwab in 2025, his career included roles at Clure Brothers Furniture, Northwestern Mutual, Walmart, The Men's Wearhouse, Navigation Wealth Management, and Ryan Yoder. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Krista Foley is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Raymond James Financial. Her prior experience includes roles at Charles Schwab and Co., Inc., Cambridge Investment Research, Inc., and T Rowe Price. She is also employed as a financial advisor at Kevin Guille Strategic Wealth Management, where she assists with client relations and portfolio construction. 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 investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools and modeling to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA consulting.

Nicole Yen is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to her financial career, Yen held roles at companies including Attentive Mobile, SpotX, Planned Parenthood Action Fund, and Google. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses on a broad range of planning topics and allows clients to combine planning with managed-account programs under consolidated billing, while keeping the services separate.

Brian Lenell is a financial advisor with LPL Financial, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 27 years of industry experience, including 25 years at The O.N. Equity Sales Company and ongoing ownership of Personal Financial Solutions, Inc., an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with customizable strategies, supported by extensive operational tools and a broad platform that includes insurance and banking partnerships.

Jacqueline Georgio is a financial advisor with RBC Capital Markets in Cheyenne, WY, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience and has been with RBC Capital Markets since 2008. Jacqueline has also worked at Park University for 13 years. Outside of finance, she owns a pet walking service and sells Scentsy products as an independent consultant. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Gloria Rotner is a financial advisor with LPL Financial in Cheyenne, WY, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has been associated with LPL Financial in various capacities since 2005 and is currently connected to Western Wealth Management, LLC. Outside of her advisory work, she is involved in a bucking-bred cattle breeding program through Rotner Bucking Bulls, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and advanced research and operational tools.

Thomas Cash is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Cambridge Investment Research, Inc. since 2016 and maintains roles with ManPower/Broadcom and Bob Glotzer & Associates. Outside of advising, he owns Fire Builder Labs, a software development company, and is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and custody arrangements tailored to client objectives.

Afton Olsen is a financial advisor with Cetera, holding a Series 63 designation and 19 years of industry experience. Olsen has worked at Cetera and its affiliated entities since 2017 and also serves as an adjunct instructor at the University of Wyoming. Outside of advisory work, Olsen is involved in nonprofit activities as secretary of a local elementary school PTO and coaches youth volleyball. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Hunter Lissman is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at the University of Wyoming for three years and East High School for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Steven Garber is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He has been with MML Investors Services since 2003 and holds a Series 63 designation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software tools to deliver written recommendations as part of annual collaborative planning relationships.

Cade Campbell is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Waggoner Financial, LPL Financial, and Royal Bank of Canada - US Wealth Management. Outside of his advisory role, he is a minority shareholder in Futuristic Flatwork & Framing LLC, a construction business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Robin Jankowski is a financial advisor with Primerica Advisors in Cheyenne, WY, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jess Jensen Ryan is a financial advisor at Raymond James Financial with 14 years of industry experience and holds the Series 66 designation. She has worked at multiple firms since 2016 and is also a professor at Laramie County Community College. Outside of her advisory role, she owns and operates Daddy and Daughter Do LLC, a blog and social media channel about surrogacy and parenthood. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofits. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance activities through specialized arrangements.

Brendan Ames is a financial advisor with RBC Capital Markets holding a Series 66 designation and one year of industry experience. His prior work includes roles at NuovoRE, the U.S. Senate, the City of Cheyenne, and Coldwell Banker - The Property Exchange. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles.

Bryan Pedersen is a financial advisor at RBC Capital Markets with a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has experience with City National Bank beginning in 2019. Outside of his advisory role, he serves on several nonprofit and community boards in Wyoming, including the Wyoming Mixed Martial Arts Commission, Cheyenne Chamber of Commerce, and the Cheyenne Regional Medical Center. He and his wife developed an app to help families search for Wyoming-based scholarships. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Chandler Ferguson is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Blue Federal Credit Union and CUSO Financial Services, LP. Prior to his financial services career, he worked at Mr. Jims Pizza. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a variety of strategies and operational tools.