Cody Lockhart is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Jackson Hole, WY, and has 19 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he assists on his family ranch through Lockhart Cattle Company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Patricia Cook is a Series 66-licensed financial advisor at Edward Jones in Jackson, Wyoming, with 16 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. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

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 worked within Wells Fargo’s affiliated entities since 2009. Outside of his advisory role, he has ownership interests in an investment-related LLC and a resort condominium in Teton Village, WY. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business-owner transitions and special-needs analysis, supported by proprietary research and planning tools.

Brandon Turner is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining J.P. Morgan, he worked at Jr Simplot Company Smoky Canyon Mine and held roles in plumbing and other industries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its investment recommendations.

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 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.