Brock Rouch is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC from 2015 to 2022. He is also involved with PRPW Holdings LLC, a business entity for tax and investment purposes. 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, third-party asset management, and institutional platforms.

Pearley Wells III is a financial advisor at OSAIC with 24 years of industry experience and holds a Series 66 designation. His career includes roles at Cetera Advisor Networks, First Financial Equity Corporation, and Wells Asset Management, where he is also a managing member. In addition to his advisory work, he is the secretary and owner of Bush-Wells Sporting Goods, a business he has been involved with since 1982. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with access to multiple investment platforms and employs tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct client portfolios.

Neal Burgess is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of advising, he is involved as a member of Burgess LLC, an agriculture-related business based in Montana. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Tabetha Berge is a Series 66 licensed financial advisor with seven years of industry experience, currently serving at Cetera since 2025. She previously worked with Avantax Advisory Services and 1st Global Advisors. Berge is a member of the board for Wyoming Capital Access, a lender providing SBA 504 loans and business financing options to small businesses in Wyoming. Cetera Investment Advisers LLC is an SEC-registered advisor that operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various program structures supported by over 10,000 advisors nationwide.

David Coombs is a financial advisor with Primerica Advisors in Casper, Wyoming, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998 and briefly worked at Hsbald Enterprises Inc. in 2017. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options under a wrap-fee structure. The firm employs third-party asset managers and uses an operational model that includes tiered percentage-based fees and ongoing oversight of investment models.

Cole Montgomery is a financial advisor with Stifel, holding a Series 66 designation and eight years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at LPL Financial LLC and First Interstate Bank. Outside of his advisory role, Montgomery is active in his community serving as a board member for Visit Casper/Natrona County Travel and Tourism Council, Casa of Natrona County, and the United Way of Natrona County, as well as officiating basketball for the Wyoming High School Officials Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, providing clients with tailored recommendations while clients retain discretion over implementation.

Joseph Bennick is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2016 and City National Bank since 2019. Bennick serves on the Board of Trustees for Memorial Hospital in Casper, Wyoming, overseeing bond covenants on behalf of Natrona County. He was also involved with the Rocky Mountain Elk Foundation’s Casper chapter, assisting with fundraising and event organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Steven Jones is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked in various roles at companies including Sampson Construction and Knife River Corporation. He also attended the University of Wyoming from 2018 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Candace Bonella is a financial advisor with Primerica Advisors in Casper, WY, holding a Series 63 designation and 13 years of industry experience. She has worked with multiple organizations, including PFS Investments Inc. and several Fremont County school districts, alongside her role at Primerica since 2008. Outside of financial advising, she co-owns a farm in Riverton, WY, sells farm products, and is involved in handyman services through Tumble B Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

John Lambrix is a financial advisor with Primerica Advisors in Casper, Wyoming, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options. The firm employs third-party asset managers and BNY Mellon Advisors for trading, operating under a tiered wrap-fee structure.

Reed Rudkin is a financial advisor with OSAIC in Casper, Wyoming, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and First Financial Equity Corporation. Rudkin is also a member of Wells Asset Management, where he has been active since 2011. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services. The firm employs asset-allocation tools and third-party platforms to offer customized portfolio management across various investment types.

Kyle Henriksen is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2011. Outside of his advisory role, he is a partner in an LLC that owns a commercial property in Casper, Wyoming. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional clients, and charitable organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver planning and asset allocation guidance.

Michael Mednansky is a financial advisor with Wells Fargo Clearing in Casper, Wyoming. He holds Series 63 and Series 66 credentials and has five years of industry experience. His prior roles include positions at Bank of America, Merrill, and several other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services.