James Wohlgemuth is a financial advisor with Morgan Stanley in Washington, DC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in managing rental property investments. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models to support client financial strategies.

Ryan Daley is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Bank, and Zions Bank. Outside of his advisory duties, he is involved in real estate rental ownership in Idaho. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a broad network of investment adviser representatives, offering a range of financial planning and advisory programs supported by proprietary and third-party research.

Kelly Lockhart is a financial advisor with Wells Fargo Advisors in Jackson Hole, WY, holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously held positions within Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Lockhart is involved in several family and investment-related business activities, including ownership interests in enterprises related to agriculture and family businesses. 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 options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo’s research and planning tools to develop tailored client recommendations.

Scott Mcewan is a CFP® and Series 66 licensed financial advisor with Morgan Stanley, based in Jackson, WY, with 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of Patriot Air LLC and an officer of MPN Holdings LLC, both investment-related entities. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and uses firm-approved tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes.

Barley Peery is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and has been associated with multiple firms, including Singleton Peery Financial LLC and BHP Financial, which he owns and uses to purchase his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, ranging from individuals and high-net-worth clients to institutional and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisory firms.

Scott Jennings is a financial advisor at Edward Jones in Jackson, Wyoming, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked at Protiviti, Passageways, Inc., Purdue University, and GPS Capital Markets. Outside of advising, he engages in content creation focused on product reviews in the fitness, outdoor, and golf industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory services and maintains a large network of advisors and branch offices across the country.

Josephine Schmillen is a Series 63 licensed financial advisor at Edward Jones with 37 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Lester Brunker Jr. is a CFP®-certified financial advisor with 37 years of industry experience, currently with UBS Financial Services where he has worked since 2009. He serves as President of his Home Owners Association board for a 12-unit condominium complex. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and proprietary research to tailor client solutions.

Todd Conklin is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, he serves as vice chairman of the Fine Arts Committee for the Diplomatic Reception Rooms at the U.S. Department of State and is a board member of his local homeowners association. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Michael Fry is a financial advisor at Edward Jones in Jackson, Wyoming, holding a Series 66 designation. He has prior experience with First Western Trust Bank and Rocky Mountain Bank, totaling over 10 years in the financial industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Charles Willis is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2017, following a 23-year tenure at Merrill. Willis is also a partner in a family limited partnership focused on estate planning. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using established tools and market projections.

Barry Gangwer is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group to provide forward-looking capital market analysis and asset allocation guidance.

Ellen Brunker is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she spent eight years at Ernst and Young. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors who utilize proprietary research and model-based asset allocations.

Judith Singleton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Raymond James since 1999 and was also involved with Jackson Hole Interiors from 2005 to 2016. Singleton is president and CEO of J Singleton Financial, a support company she owns. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm uses fact-finding, risk profiling, and analytical tools to tailor advice and supports a large advisor network with services that include municipal and public finance consulting.

Scott Bass is a Private Wealth Advisor associated with Merrill Private Wealth Management. He co-founded The Hunt-Bass Group in 1997 with Roger Hunt, and since 2002 has been managing key client relationships at Merrill, focusing on ultra-affluent individuals and families. His expertise spans strategic asset allocation, alternative investments, equity manager search and selection, family legacy planning, and managing fixed-income portfolios. Scott helps clients navigate the complexities of significant wealth and aims to simplify their financial lives through long-term relationships. As a specially qualified Senior Portfolio Manager, Scott provides traditional advice and guidance while also building and managing personalized investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He operates with a high degree of flexibility in portfolio construction and may manage his strategies on a discretionary basis under Merrill's investment advisory program. Scott earned a bachelor's degree in economics from the University of North Carolina at Chapel Hill and an MBA from The Darden School at the University of Virginia in Charlottesville. He holds the Certified Investment Management Analyst (CIMA) designation and is a member of the Investments & Wealth Institute. His professional affiliations include experience at Credit Suisse First Boston and Donaldson, Lufkin & Jenrette. Scott has served on the advisory council of the National Outdoor Leadership School and on the University of North Carolina Economics Department Advisory Board. He resides in Atlanta with his wife, JoEllyn, and their two children. In the early 1990s, Scott was a semiprofessional bicycle racer in Europe and currently enjoys masters cycling, running, skiing, and coaching youth lacrosse.

Andrew Schwertfeger is a financial advisor with Robert W. Baird & Co. in Wilson, Wyoming, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008 and has additional business interests in broadcasting and property management. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real assets.

Thomas Fross is a financial advisor with LPL Financial in Jackson, Wyoming, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at SII Investments, Inc. and operated Fross & Fross Financial. Outside of his advisory role, he manages Fross Farms, LLC. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jared Boldemann is a financial advisor with Morgan Stanley in Jackson, Wyoming, holding a Series 66 designation and with 23 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved in property management as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning using proprietary tools and serves clients through both direct and employer-sponsored arrangements.

Joseph Castagnola is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, following eight years at Bank of America and two decades at Merrill. Castagnola serves on the board and finance committee of the UC Davis Foundation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and firm-approved tools without offering individual security recommendations as part of standalone plans.

Robin Sanchez is a financial advisor with LPL Financial in Victor, ID, holding Series 63 and Series 66 designations and 16 years of industry experience. Prior to joining LPL Financial in 2024, Sanchez worked at Alpha Capital Management Group, Legg Mason Investor Services, and AllianceBernstein Investments. Outside of his advisory role, he is the owner and wine taster of Vino Tinto Sommeliers LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources, along with various technology-driven investment solutions.