Craig Cook is a financial advisor at Wealth Design Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cook and Associates, P.C. and Wealth Design Consulting since 2011. Outside of his advisory work, he has served in the Wyoming Air National Guard since 2007. Wealth Design Consulting serves individual and high-net-worth clients by providing discretionary portfolio management and consulting on tax planning, retirement income, and estate and business succession planning. The firm integrates legal and financial planning through its affiliation with a law practice, supporting a coordinated approach to client needs.

Shannon Markle is a financial advisor with Markle Financial LLC in Laramie, WY, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has worked with Cambridge Investment Research Advisors and its affiliates since 2011 and has owned and managed real estate investments since 1999. In addition to his advisory duties, Markle is a licensed insurance agent and consults on venture capital funds and private investments through a real estate investment fund he manages. Markle Financial LLC provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and pension plan sponsors. The firm uses a mix of analytical methods to allocate assets across multiple investment classes and often acts in a co-advisory role with third-party managers while enforcing client-imposed guidelines.

Jennifer Cook is a financial advisor at Wealth Design Consulting, LLC in Laramie, Wyoming, holding a Series 65 designation with 10 years of industry experience. She has worked at Wealth Design Consulting since 2014 and previously at Cook and Associates, PC from 2006 to 2018. Wealth Design Consulting serves individual and high-net-worth clients by providing discretionary portfolio management and consulting on tax planning, retirement income, estate, and business succession matters. The firm integrates fundamental and technical analysis within its asset allocation strategies and benefits from its affiliation with a law practice, supporting combined legal and financial planning.

Zane Kuhbacher is a financial advisor at HP Wealth Management LLC in Laramie, WY, holding Series 63 and Series 65 licenses with two years of industry experience. He also works as a staff accountant at Highpoint CPAs, where he prepares individual, business, and nonprofit tax returns and provides accounting services. HP Wealth Management offers discretionary investment management and financial planning services to individuals, families, trusts, and institutions, using a strategic asset allocation process and proprietary quantitative models. The firm is notable for its affiliation with an accounting practice, providing integrated tax and accounting services through a separate entity.

Joseph Schwartz is a financial advisor at Markle Financial LLC in Laramie, Wyoming, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked at the University of Wyoming and held positions in retail and hospitality. Markle Financial LLC provides portfolio management, co-advisory services, and financial planning to individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm uses a mix of analytical methods to manage diversified investments and often acts in a co-advisory capacity with third-party managers.

Jason Roesler is a financial advisor at HP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at HighPoint CPAs and CPA Group of Laramie, where he worked for over a decade. Outside of his advisory role, he is the owner and practicing accountant at High Point CPAs. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and fiduciary clients, as well as financial planning and legacy-position management. The firm’s investment approach combines strategic asset allocation with proprietary quantitative models and a mix of fundamental, technical, and value-oriented analysis, supported by its affiliation with an accounting and tax practice.

Dennis Cook is a financial advisor with Wealth Design Consulting, LLC in Laramie, WY, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Cook & Associates, P.C. since 1993 and with Wealth Design Consulting since 2000. Wealth Design Consulting serves individual and high-net-worth clients with discretionary portfolio management and consulting on tax planning, retirement income, and estate and business succession. The firm employs a blend of fundamental and technical analysis, using asset-allocation frameworks and risk-adjusted measures, and is affiliated with a law practice that supports integrated legal and financial planning.

Matthew Amsberry is a CFA® charterholder with 12 years of industry experience. He is currently with HP Wealth Management LLC and HighPoint CPAs, where he serves as Chief Investment Officer and CPA. His prior experience includes roles at Advisers Investment Management, Inc., AMSBERRY & ASSOCIATES, PC, and the Archdiocese of Denver. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and individual clients. The firm integrates strategic asset allocation with quantitative and fundamental analysis and is affiliated with an accounting and tax practice, offering combined tax and investment advisory services.

Maia Thomas is a financial advisor at Fortitude Advisory Group L.L.C. with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Valda Partners, Purshe Kaplan Sterling Investments, Inc., and tru Independence Asset Management. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of financial advisors offering discretionary and non-discretionary account management, third-party money manager recommendations, and overlay services across multiple offices.

Sven Lundell is a Series 66 licensed financial advisor with Valic Financial Advisors in Laramie, Wyoming, and has seven years of industry experience. His career includes roles at AGIA and prior involvement with the Wyoming Democratic Party and the University of Wyoming. Outside of advising, he serves as a Notary Public for the State of Wyoming and manages The Lundell LLC, a Wyoming limited liability company. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker‑dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts utilizing Envestnet’s platform and third-party UMA model managers.

Katie Ogden is a financial advisor with Principal Financial Services in Laramie, WY, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Her prior work includes roles at LPL Financial, BancWest Investment Services, and New York Life Insurance Company. Outside of her advisory role, she is the owner and operator of a livestock and show feed business and serves as president of a local social club. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with an emphasis on both adviser and promoter arrangements.

Thomas Musselman is a financial advisor at Principal Financial Services with Series 63 and Series 66 registrations and five years of industry experience. His previous roles include positions at Fidelity Brokerage Services and the University of Wyoming. He also has experience with entrepreneurial ventures such as Epic Escape Game and Thump Coffee Denver Cap Hill, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel, with a focus on direct advisory programs, financial planning, and access to third-party money manager solutions.

Tony Layson Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages Snowypine LLC, an LLC that owns a real estate building in Laramie, WY. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Steven Gosar is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is a member of the Albany County School Board in Laramie, WY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joseph Marr is a Series 66-licensed advisor with Equitable Advisors in Laramie, WY, having joined the firm in 2026. Prior to his current role, he worked with the Laramie Chamber Business Alliance and the Ivinson Memorial Hospital Foundation. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Anna Marie Halsey is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation and Series 66 license. She has worked at Edward Jones since 2013 and has been affiliated with Laramie County Community College since 2011. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Heeren is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has worked with multiple financial firms since 2020. He serves as secretary for the Wheat Ridge Business Association board. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, including proprietary and third-party strategies, with both discretionary and non-discretionary management.

Samantha Alcorn is a financial advisor at Edward Jones with Series 66 credentials. She has been in the industry since 2021, previously working at Uniwyo Federal Credit Union and as a self-employed professional. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate entities, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jeffrey Eckert is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. and Bancwest Investment Services, Inc. He also owns JEFF ECKERT LLC, a business entity maintained 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 financial planning and investment management services through a broad network of representatives and combines advisory services with various financial products and platforms.

Amie Lamborn is a Series 66-credentialed financial advisor with six years of industry experience, currently practicing at Ameriprise in Laramie, Wyoming. She has worked at Ameriprise since 2018 and previously spent over a decade at Dale Poledna Enterprises, Inc. Outside of her advisory role, she is involved with LFP Consulting, LLC, where she performs advisor and staff duties. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides comprehensive recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored advice.

William Neuens is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 63 designation and 42 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Lauren Miller is a financial advisor with LPL Financial in Laramie, Wyoming, holding a Series 66 designation and eight years of industry experience. She has worked at LPL Financial since 2017 and also has experience with First Interstate Bank. Outside of her advisory role, Lauren participates in jewelry sales with Kendra Scott. 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, supported by a network of over 22,800 advisors.

Patrick Purcell is a Series 66-licensed financial advisor at Edward Jones in Laramie, Wyoming, with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years at First American Title. Outside of his advisory role, he is a partner in a commercial real estate LLC that owns his office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, and corporate clients. The firm offers a range of advisory strategies, tax-efficient services, and affiliated investment products, supported by a large network of financial advisors nationwide.

Melodie Davis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Keith B Downey from 1998 to 2018 before joining Cambridge in 2018. In addition to advisory work, she is an independent insurance agent and active with Strategic Partners Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Eric Woltkamp is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at UniWyo Credit Union and Ding Sticks. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of third-party asset managers and advisory programs, focusing on aligning client needs with appropriate investment models and offering ERISA fiduciary services to qualified plans.

Blake Moore is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has four years of industry experience and has worked with Cambridge and Downey and Associates. Outside of advising, Moore works as a golf caddy. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through independent financial professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Stephen Grandpre is a financial advisor with LPL Financial in Laramie, Wyoming. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at First Interstate Bank and was associated with the Cheyenne County Club. He also serves as a notary at First Interstate Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

John Schaeffer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 23 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of his advisory work, he owns a painting company and is involved in farm and ranch property maintenance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Dale Sailors is a CFP® professional with 40 years of industry experience, currently serving at OSAIC since 2023. His prior experience includes roles at The Ameriflex Group and Principal Life Insurance Company, where he worked for a combined total of over 30 years. He is also involved in selling fixed life insurance, long-term care insurance, and fixed annuities through a sole proprietorship. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports multiple advisory platforms, including legacy programs and third-party managed-account solutions.

John Scozzafava is a financial advisor with Edward Jones in Laramie, Wyoming, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2021 and previously worked at the University of Wyoming for fourteen years. Outside of advising, he is involved in property management as the owner of a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Ninnemann is a CFP® and holds a Series 66 license with 17 years of experience in the financial industry. He has been with Edward Jones since 2009, working from their Laramie, WY office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.