Beau Clark is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he has worked at Stockman Energy and held academic positions at the University of Wyoming and Laramie County Community College. Outside of finance, Clark coaches junior high football and manages a personal agriculture business involving horses, cattle, and pigs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

William Markovich is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Invest Forward, and Investment Centers of America. Outside of his advisory work, he is involved with LFP Consulting, LLC, which manages payroll and benefits services. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that delivers non-discretionary, algorithm-supported recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Stephanie Le Duc is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has held roles at several firms including Commonwealth Financial Network and Raymond James Financial. Outside of her advisory work, Le Duc serves as a college faculty member at Northland Community & Technical College, where she provides instruction in business courses and corporate training. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines algorithm-driven analysis with ongoing planning advice, focusing on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Alan Brown is a Series 66-licensed financial advisor with Edward Jones in Worland, Wyoming. He has 11 years of industry experience and has been with Edward Jones since 2014. 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 and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and alternative investment options, supported by a nationwide network of more than 23,700 advisors.

John Shaw is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved with LFP Consulting, a non-investment-related employment entity. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice and manages a broad range of advisory, brokerage, and insurance solutions.