Patrick Moore II is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 33 years of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at UBS Financial Services for 10 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and consolidated investment platform, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Ryan Poterack is a financial advisor with Mercer Global Advisors Inc. and holds Series 63 and Series 66 licenses. He has 22 years of industry experience and has worked at firms including Private Advisor Group, LLC, Kure Advisory, LLC, and Poterack Capital Advisory, Inc. He also holds an active life insurance license. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, employing a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory.

Patrick Trucco is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He has held roles at RMB Capital Management, First Republic Investment Management, First Republic Securities, and J.P. Morgan Securities. Trucco is involved in several nonprofit organizations in Jackson, Wyoming, including serving on the boards of St. John's Hospital Foundation, Teton Literacy, and the Animal Adoption Center, where he contributes to fundraising, financial oversight, and community education. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform with access to equities, fixed income, alternatives, and personalized managed account services.

Spencer Nurse is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer and Co. Inc. since 2003. Outside of his advisory role, he serves as a trustee for family trusts and manages a community website during non-work hours. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation and manager selection to build client portfolios and acts as a qualified custodian for client assets.

James Marchetti is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as a registered broker-dealer and providing access to alternative investment vehicles through its Private Advisor model and consolidated investment platform.

David Higgins is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Outside of his advisory role, he serves as an advisory board member for Thunder Lacrosse LLC, a youth lacrosse organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services through a consolidated investment platform.

Donald Watkins is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors Financial Network LLC since 2019. Prior to this, he was involved with Roadhouse Brewing Co. and Convergence Investments. Watkins serves as treasurer for Friends of Pathways, a nonprofit organization, where he assists with budgeting and fundraising oversight. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad menu of planning services tailored to clients meeting a net-worth threshold, including specialized planning areas such as business-owner transition, sports and entertainment, special needs, and divorce planning.

John Piper is a financial advisor with Morgan Stanley in Jackson, Wyoming, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to develop tailored plans.

Keith Burke is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 33 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Thomas Mccann Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Morgan Stanley and its Private Bank since 2013. Outside of his advisory role, Mccann serves on the board and investment committee of the charitable organization Honoring Our Veterans and is a board member of the Jackson Hole Airport. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and strategic modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Darrick Walker is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds a Series 63 designation and has worked at Bank of America, N.A. and Merrill since 2010. Outside of his advisory role, Walker is involved in managing multiple agricultural and farmland ventures, including almond and pistachio orchards, as well as overseeing real estate and timber assets. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based planning, discretionary portfolio management, and access to proprietary research and capital markets services.

Mitchell Hoover is a Wealth Management Advisor with the Thisted Group at Merrill Private Wealth Management. He works closely with multiple generations of client families, helping them discern and advance their financial goals. His clientele typically includes entrepreneurs, business owners, senior executives, and multi-generational families with complex financial affairs and significant wealth. Mitchell and his team provide clients with options and answers, addressing the research, analysis, and coordination required for wealth management at scale. They assist clients through significant financial inflection points such as preparing businesses for sale, diversifying concentrated portfolios, and pursuing acquisitions. The team emphasizes values, accessibility, and understanding what is important in life. He holds a Bachelor's Degree from Colorado State University and professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Outside of work, Mitchell enjoys outdoor activities including skiing, snowmobiling, fishing, mountain biking, and dirt biking. He spends time with his wife Sarah, their two children, and their dog Sydney.

Ryan Bowman is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2006. Outside of his advisory work, he serves on the advisory board of Pikewood National Golf Club, a private golf course in Jackson, Wyoming. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Trent Longnecker is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1993 and holds the Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) designations. Trent manages a team that provides customized financial advice and guidance, focusing on the needs of affluent families, business owners, and foundations. With over 30 years of experience, Trent specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, sports and entertainment, and tax minimization. His team has been entrusted with over $750 million in client balances as of April 1, 2024. Trent has been recognized on Barron's "Top 1,200 Financial Advisors" list multiple times between 2010 and 2024 and named to Forbes "Best-in-State Wealth Advisors" list from 2021 to 2023. Trent holds a bachelor's degree from the University of Arizona. He lives in Phoenix with his wife and two children. His son attends the Eller School of Business at the University of Arizona, and his daughter plays Division One volleyball at the University of Missouri. Outside of work, Trent enjoys golfing, skiing, traveling, and spending time with his family.

Sydney Veilleux is a financial advisor at Thrivent Investment Management with three years of industry experience. Prior to joining Thrivent in 2026, Veilleux worked at Vanguard Advisers from 2023 to 2026 and was involved with Lightening the Load, LLC in 2022 and 2023. Veilleux holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without implementation services. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining planning and portfolio management services as separate offerings.

Matthew Berman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles in various hospitality and service businesses, including restaurants and bars in the Jackson, Wyoming area. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs a non-discretionary approach tailored to client goals and integrates technology, cybersecurity, and artificial intelligence in its operations.

Kraig Kobert is a CFP® with 38 years of industry experience, currently serving at Cetera since 2025. He previously worked at Avantax Advisory Services for 27 years and has managed his own CPA practice since 1992. Outside of his advisory role, Kobert is involved in several nonprofit organizations in Jackson, Wyoming, including serving as treasurer and comptroller for local Masonic entities, and he owns and operates a small aircraft through a private company. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment programs and employs a multi-manager platform, utilizing affiliated and third-party managers to deliver customized portfolio solutions.

Nicholas Koinis is a financial advisor at Edward Jones in Jackson, Wyoming, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked in various roles including at the Jackson Hole Center for the Arts and Teton Science Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Karen Keusayan is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, she serves as a personal representative for a family trust. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools.

Bryan Birrer is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he performs accounting and bookkeeping services through Kraig Kobert, CPA, P.C., where he has been involved since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various model portfolios and program structures.