Joseph Kelly is a financial advisor at Edward Jones in Cheyenne, WY, holding the ChFC® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves on the Board of Trustees for Laramie County Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Prince is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 28 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Wells Fargo Clearing in 2019. He serves on the investment committee for the City of Cheyenne, Wyoming, participating in discussions on city investments and policy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Clayton Gray is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63 and Series 65 designations and spent 33 years at Pruco Securities, LLC before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using primarily model-driven investment portfolios and offering access to third-party asset managers and financial planning services.

Donald Calvert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Wells Fargo Clearing, and U.S. Bancorp Advisors. Outside of his advisory work, he serves as a board member and treasurer for the Cheyenne Depot Museum and has been involved with the Comea Homeless Shelter 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 non-discretionary planning and consulting tailored to client goals, utilizing various analytical tools and supporting implementation through advisory programs and other providers.

Darryl Begeman is a financial advisor at Edward Jones in Cheyenne, WY, with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Heather Di Rosa is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 credentials and has 26 years of industry experience. Prior to joining Raymond James, she spent 12 years at Merrill. Outside her advisory role, she is involved in food delivery and works part-time as a bartender at a local gun club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized retirement plan services.

Cherie Przymus is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and nine years of industry experience. She has worked with Raymond James since 2012 and is also associated with The Compass Wealth Group. Outside of finance, Przymus owns and operates a small business offering embroidery services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jace Kappeler is a financial advisor with Charles Schwab & Co., Inc. holding a Series 66 designation and has one year of industry experience. His prior roles include positions at High Plains Associates, LLC and The Compass Wealth Group, LLC, as well as entrepreneurial ventures such as New Life Staged Homes, LLC and Care More Lawn and Services, LLC. 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 both non-discretionary advisory relationships and access to discretionary SMAs, utilizing multi-asset model portfolios and research-driven alternative investment options.

Daniel Sonnenberg is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Edward Jones and work in various sectors such as education and retail. Sonnenberg is based in Cheyenne, Wyoming. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers these services through a network of financial advisors, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Diane White is a financial advisor with RBC Capital Markets in Cheyenne, WY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Randall Murphy is a financial advisor with Mass Mutual Investors Services in Cheyenne, WY, holding a Series 63 designation and over 50 years of industry experience. He has been with MML Investors Services, Inc. since 1984 and with Massachusetts Mutual Life Insurance Company since 1969. Outside of his advisory role, he serves as president of Brewster Miller Financial Group, where he is involved in life and disability insurance sales and service. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

Odion Fross is a financial advisor with Primerica Advisors in Cheyenne, WY, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and has prior experience at Meridith Corporation and Our Family Wizard. Outside of his advisory role, he is involved in several business ventures, including managing interests in consulting and other non-investment-related companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and execution services.

Peter Kline is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 66 credentials. He has worked at RBC Capital Markets since 2016 and City National Bank since 2019. He serves as a board member of the Boys and Girls Club of Cheyenne, contributing to event planning and organizational decisions. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Michelle Goertz is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Cheyenne, Wyoming, with one year of industry experience and nine years affiliated with MassMutual Life Insurance Company and its related entities. She is involved in ranching activities, including managing cattle health and pasture maintenance, and volunteers with the Laramie County Cattlewomen, supporting agricultural education and community events. MML 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 ongoing financial planning, asset management, and educational seminars, providing collaborative and goal-oriented investment recommendations.

Ryan Chapman is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has worked previously with CUSO Financial Services, LP and Equitable Advisors, LLC. 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 and access to model portfolios and third-party asset management, supported by advanced research and operational tools.

Erin Wolf is a financial advisor at Wells Fargo Clearing with a Series 63 designation and three years of industry experience. She has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with a network of over 14,000 financial advisors.