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Rick H

Series 63, Series 66

Casper, WY

LPL Financial

Rick Hargrove is a financial advisor with LPL Financial based in Casper, Wyoming, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. His prior experience includes over two decades at Waddell & Reed, Inc., and he has maintained a business entity, Hargrove And Sides LLC, for tax and investment purposes since 2019. 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, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bret L

Series 66

Casper, WY

LPL Financial

Bret Ladenburger is a financial advisor with LPL Financial in Casper, Wyoming, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and First Interstate Investment Services since 2019 and previously spent 22 years at First Interstate Bank. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Gina H

Series 65, Series 63

Casper, WY

Primerica Advisors

Gina Haggard is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. She has been with Primerica Advisors since 2019 and also has experience at Primerica Financial Services dating back to 2018. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable organizations. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Andrea Y

Series 63

Casper, WY

Primerica Advisors

Andrea Young is a Series 63-licensed financial advisor with Primerica Advisors in Casper, Wyoming, where she has worked since 2007. She has 18 years of industry experience and has been associated with Primerica Financial Services since 2006. Outside of her advisory role, she owns Vexos LLC, a customization business offering engraving and apparel printing services, and serves as president and owner of Wyoming Freedom Financial, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and employs a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Katelyn B

Series 66

Casper, WY

OSAIC

Katelyn Broome is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. She previously worked at Lincoln Financial Advisors and held positions at credit unions and in the hospitality and restaurant industries. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and complex corporate arrangements.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Wendy C

ChFC®, Series 63, Series 66

Casper, WY

OSAIC

Wendy Conner is a financial advisor with OSAIC and holds the ChFC® designation along with Series 63 and 66 licenses. She has 24 years of industry experience, including roles at Cetera Wealth Services, LLC and LPL Financial, LLC. In addition to her advisory work, she serves as Chief Compliance Officer at Alliant Retirement Services, LLC and volunteers as a Girl Scout leader in Casper, Wyoming. OSAIC serves a diverse group of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services with a range of investment platforms and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joshua C

Series 66

Casper, WY

Edward Jones

Joshua Christianson is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory work, he is involved with Dynamic Fluids Consulting, a business he has been associated with since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm has a large network of advisors and branch offices, manages over $1 trillion in assets, and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Richard H

Series 66

Casper, WY

RBC Capital Markets

Richard Hinchey is a financial advisor at RBC Capital Markets with a Series 66 designation and experience dating back to 2017. Before joining RBC in 2025, he worked at Jonah Bank of Wyoming for six years and was self-employed for two years. He is based in Casper, Wyoming. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Christopher C

CFP®, Series 63, Series 65

Casper, WY

Ameriprise

Christopher Crossen is a CFP® with over 40 years of experience in the financial services industry. He has been with Ameriprise since 1985, serving clients from Casper, WY. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services with a range of brokerage and insurance solutions through affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Natalie B

Series 63, Series 65

Casper, WY

LPL Financial

Natalie Betcher is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 14 years of industry experience. She has worked at LPL Financial since 2017 and previously worked at Investment Centers of America from 2012 to 2017. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas M

Series 63, Series 66

Casper, WY

LPL Financial

Thomas Manning is a financial advisor with LPL Financial in Casper, Wyoming, holding Series 63 and Series 66 licenses and over 41 years of industry experience. He has been with LPL Financial since 1987 and has longstanding roles at Unum Life Insurance Company and Central Wyoming Hospice. Outside of advisory work, he manages several residential and office rental properties. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andra G

Series 66

Casper, WY

Ameriprise

Andra Gentry is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise in 2022, she worked at Edward Jones for twelve years. She serves on the Board of Directors for Devonshire Village HOA as Treasurer and manages her son's competitive soccer team as a team manager. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support client planning and uses algorithmic automation alongside advisory team review in its approach.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jordan K

Series 63, Series 65

Casper, WY

Raymond James Financial

Jordan Kalinowski is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, Bank of America, Merrill Lynch, and BancWest Investment Services. Kalinowski serves on the Finance Council advisory board for St. Patrick's Church in Casper, Wyoming, where he reviews financial statements and maintenance bids. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kari B

Series 66

Casper, WY

Ameriprise

Kari Brown is a financial advisor at Ameriprise with five years of industry experience. She previously worked at Edward Jones for two years and spent twenty years at J Jill before transitioning into financial services. Brown serves on the board of directors for the NCSD Perkins V Advisory Council. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John N

Series 66

Casper, WY

LPL Financial

John Newell is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at Investment Centers of America, Bancwest Investment Services, Inc., and Cetera Investment Services LLC. He serves on the board of the ICA Group Holding, a for-profit organization unrelated to investment activities. 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 extensive resources and technology.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Virginia M

Series 66

Casper, WY

OSAIC

Virginia Moss is a financial advisor at OSAIC with 12 years of industry experience, including 11 years at Edward Jones. She holds the Series 66 designation. Outside of her advisory work, she serves as the board treasurer for the Wyoming Rescue Mission, a local nonprofit organization. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party platforms to construct portfolios that may include a variety of investment vehicles managed on either a discretionary or non-discretionary basis.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephanie S

Series 66

Casper, WY

Morgan Stanley

Stephanie Smith is a financial advisor at Morgan Stanley in Casper, Wyoming, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Merrill and has experience in education and fitness industries, including involvement with Orangetheory Fitness as a silent partner in franchise licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, providing tailored financial planning through a structured discovery process and firm-approved planning tools.

General estate planning guidance
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Cordell W

Series 63, Series 66

Casper, WY

LPL Financial

Cordell Wistisen is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes 13 years at CUSO Financial Services and a longstanding role at Reliant Federal Credit Union. 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, and institutional platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Heath M

CFP®, Series 65

Casper, WY

Robert Baird & Co.

Heath McAteer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Robert Baird & Co. He previously worked at Domain Money, Inc., Buckingham Strategic Wealth, LLC, and Anton Collins Mitchell, LLP. Outside of his advisory role, McAteer is involved in music, performing and writing songs locally with a band through Heath McAteer Entertainment and Pathfinder Music, LLC. He works within The DDK Group at Robert W. Baird & Co., which provides wealth management services to individuals, corporate clients, pensions, and charitable organizations, offering a range of financial planning, portfolio management, and advisory services supported by ongoing manager research and use of advanced tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Craig B

Series 63

Casper, WY

Primerica Advisors

Craig Borden is a financial advisor with Primerica Advisors in Casper, WY, holding a Series 63 designation and 13 years of industry experience. He has worked with Primerica Financial Services since 2009 and is also affiliated with PFS Investments Inc. and Emissary Professional Group. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and provides a tiered wrap-fee structure, using BNY Mellon Advisors for trading and model implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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