William Abrams is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at First Republic Securities Company, First Republic Investment Management, and Fisher Investments. He is based in Wilson, Wyoming. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory process. Their approach combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Richard Bloom is a CFP® professional with eight years of industry experience. He has been with Teton Wealth Management, Inc. since 2005. Teton Wealth Management, Inc. is an independent firm focused on providing personalized financial advice.

Raymond Beplat is a CFA® charterholder with eight years of industry experience, serving as the sole advisor at Beplat Asset Management, Inc. since 2010. He is based in Jackson, Wyoming. Beplat Asset Management, Inc. is an independent firm focused on providing personalized investment management services.

Worthington Johnson Jr. is a financial advisor at Lawrence Capital Management, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. He has been with Lawrence Capital Management, a firm he has worked at since 1991. Lawrence Capital Management is an independent firm serving clients with personalized investment management and financial planning.