Robin Sanchez is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Alpha Capital Management Group, Legg Mason Investor Services, and AllianceBernstein Investments. Outside of his advisory role, Sanchez is the owner of Vino Tinto Sommeliers LLC, a wine tasting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by research, technology, and a broad platform of non-advisory financial services.

Cody Lockhart is a financial advisor with Wells Fargo Advisors in Jackson Hole, WY, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he assists with his family's cattle ranch, Lockhart Cattle Company, in Jackson Hole. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo’s research and tools to develop and deliver recommendations through discrete planning engagements.

Patricia Cook is a financial advisor with Edward Jones in Jackson, Wyoming, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jorge Meneses is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has experience with multiple firms since 2020, including Faherty Brand and First Security Bank. Outside of finance, he has been involved with soccer organizations such as Gallatin Elite Soccer Club and Big Sky Soccer Camp. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and partnerships aligned with specialized municipal and retirement services.

Chad Driewer is a financial advisor with Wells Fargo Advisors in Jackson Hole, WY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing. 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, using proprietary research and tools to develop tailored recommendations for clients who meet specific net-worth criteria.

Brandon Turner is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan, he worked at JPMorgan Chase Bank, N.A. and has experience in the mining and plumbing industries. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.

Xavier Ortiz Mena is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at UBS since 2006, including time at UBS International Inc. and UBS Financial Services. Outside of his advisory work, he is involved in the ownership and supervision of multiple car and van rental businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Barry Cohen is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, Bank of America, and Merrill. Cohen is also the owner of Michael Cohen Family LLC, an investment-related business based in Albany, Georgia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a variety of advisory programs, including tailored financial planning that employs firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment products.

William Abrams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His career includes roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Fisher Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying 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.