Vikash Mathura is a CFA® charterholder and the sole advisor at Nemo Capital with five years of industry experience. He previously worked at TIM Partners KK from 2016 to 2019 and has been with Tyton Wealth since 2019. In addition to his advisory role, Mathura consults on cryptocurrencies through his company, Tsuru Capital LLC, based in Tokyo, Japan. Nemo Capital provides ongoing portfolio management primarily to individual and high-net-worth clients, employing a global macro investment approach that includes a broad range of instruments such as non-U.S. securities, commodities, and options. The firm operates as a solo independent advisor with a small client base and offers customized investment policies and quarterly reporting.

Alissa Sykes is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Pride of the West Financial, LLC in Sheridan, WY. Her prior roles include positions at State of Wyoming, Richey May & Co, Bank of America, Merrill Lynch, Securities America, and Charles Schwab. Pride of the West Financial manages discretionary assets primarily for individuals and families, offering investment advisory, comprehensive financial planning, and budgeting assistance. The firm employs a long-term investment approach based on fundamental analysis supplemented by technical and third-party research and maintains operational practices that include individualized trade execution and direct client proxy solicitation.

Kristin Herbst is a financial advisor at Cypress Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Cypress Capital Management since 2011. The firm provides discretionary investment management and financial planning services for individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. Cypress Capital Management employs a full-cycle investment approach that incorporates macroeconomic analysis and a variety of equity-focused strategies, including preferred stocks, closed-end funds, ETFs, and covered-call option writing, while generally avoiding bond allocations.

Cristine Calkins is the principal advisor at Goose Valley Consulting, LLC, an independent firm based in Sheridan, Wyoming. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Goose Valley Consulting, she worked at Frontier Asset Management for twelve years. Outside of financial advising, she owns and operates Goose Valley Consulting, a non-investment business, and manages an Airbnb property in Sheridan. Goose Valley Consulting serves a small number of clients, including individuals, high-net-worth individuals, and trusts, focusing on written financial plans, one-time consultations, and as-needed advice rather than ongoing portfolio management. The firm uses fundamental analysis to develop tailored plans and refers clients to third-party money managers when active asset management is desired.

Matthew Ebzery is a financial advisor at Cypress Capital Management, LLC with 18 years at the firm and 12 years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he serves on the board of the Wyoming State Golf Association and is a trustee of the Ilsley Foundation. He also has ownership interests in several non-investment-related local businesses, including a restaurant and an oil company. Cypress Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. The firm employs a full-cycle investment approach based on macroeconomic analysis and uses a variety of equity-focused strategies, including private placements and IPOs.

James Shellenberger is a CFP®, CFA®, and holds a Series 65 license with eight years of experience in the financial industry. He has worked at Frontier Asset Management since 2015 and joined Elevate Wealth Management in 2025, where he currently serves as an advisor. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, retirement plans, and select institutions. The firm employs diversified strategic and tactical asset allocation with a range of investment options, including impact and ESG strategies, and maintains formal affiliations and procedures for manager due diligence.

Robert Johnson is a CFP® and holds a Series 65 license with two years of industry experience. He is currently an advisor at Elevate Wealth Management and previously worked at Frontier Asset Management and Range. Elevate Wealth Management provides discretionary investment management, financial planning, retirement-plan consulting, and related advisory services to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm uses diversified strategic and tactical asset allocation with a mix of equities, fixed income, mutual funds/ETFs, and alternatives, and incorporates fundamental and quantitative analysis along with model-manager selection to implement client portfolios.

Robby Harfst is a CFP® with over 20 years of experience in financial advising. He has been with Harfst and Associates, Inc. since 2007 and has maintained his own advisory practice since 2003. Outside of advising, he operates a purebred cattle business and holds licenses to sell various types of insurance. Harfst and Associates serves individuals, families, small businesses, and institutional clients, managing approximately $722 million across about 335 client relationships. The firm provides discretionary portfolio management, pension consulting, and modular financial planning, utilizing a blend of global macro analysis and tactical allocations.

Michelle Stallsworth is a financial advisor at Harfst and Associates, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at Harfst and Associates since 2019. Prior to her advisory career, she spent 15 years at Oldcastle Precast. Harfst and Associates serves individuals, families, small businesses, and institutional clients, providing wealth management, pension consulting, and modular financial planning. The firm manages approximately $722 million across about 335 client relationships with a four-advisor team, employing a discretionary portfolio management approach that combines global macro analysis with tactical allocations.

Catherine Teichert is a financial advisor at Forty North Wealth with five years of industry experience. She previously worked at Frontier Asset Management, ACA Global, and Panoramic Investment Advisors. Outside of her advisory role, she serves on the Board of Directors for the Sheridan YMCA, acting as Treasurer and Chairman of the Finance Committee. Forty North Wealth serves individual and high-net-worth clients, as well as institutions and retirement plans, offering discretionary investment management and financial planning. The firm emphasizes tailored portfolios based on client objectives and employs multiple platforms and sub-advisors to implement and manage investments.

Danette Harfst is a Series 65-registered financial advisor at Harfst and Associates, Inc. in Sheridan, Wyoming, with 14 years of industry experience. She has been with Harfst and Associates since 2010. Harfst and Associates serves individuals, families, small businesses, and institutional clients, providing wealth management, pension consulting, and modular financial planning. The firm manages approximately $722 million across about 335 client relationships, utilizing a blend of top-down global macro analysis and tactical allocations with discretionary portfolio management tailored to client objectives.

Aaron Cruz is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at IFP Securities, LLC, Cetera Advisors LLC, and AXA Advisors, LLC. He also provides financial education to individuals in drug and alcohol rehabilitation through his involvement with Unbroken, LLC. PlanMember Securities Corporation specializes in retirement-plan advisory services for employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling, operating as both a broker-dealer and investment adviser.

Kevin Clapham is a financial advisor with Eagle Strategies (NY Life) based in Sheridan, Wyoming, holding Series 63 and Series 65 licenses and totaling 18 years of industry experience. His career includes roles with New York Life Insurance Company and NYLIFE Securities LLC dating back to 2007, as well as ownership of Momentum Capital Group, LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and integrates insurance and annuity products within its offerings.

Jamie Williams is a financial advisor with D.A. Davidson & Co. in Sheridan, WY. He holds a Series 66 designation and has 10 years of industry experience, including 12 years at D.A. Davidson. Outside of his advisory work, Williams serves as Treasurer for the Young Guns Wrestling Club and is a board member of The Children's Center in Sheridan. He also provides notary public services and works as an online consultant for EPICURE. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under fiduciary standards and integrates qualitative and quantitative analysis to recommend and monitor investments.

Heidi Zajic Eckland is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at LPL Financial, First Interstate Bank, and Edward Jones. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Dustin Dewald is a financial advisor with Edward Jones in Sheridan, Wyoming, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. The firm 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.

Olivia Koltiska is a financial advisor at LPL Financial with prior experience at D.A. Davidson & Co. and Frontier Asset Management LLC, totaling over a decade in the industry. She holds the Series 66 designation and is based in Sheridan, Wyoming. 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 broad range of financial planning and asset management services through a large network of advisors and utilizes various advisory platforms and operational support tools.

Robert Leibrich Jr. is a CFP®-designated financial advisor with 39 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera and First Interstate Bank, where he also serves as Vice-President and Wealth Advisor. He is involved with the Knights of Columbus and serves on the State of Wyoming Retirement Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Colin Peldo is a financial advisor with LPL Financial in Sheridan, Wyoming, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at ICA Group Wealth Management, Investment Centers of America, Bancwest Investment Services, and Cetera Investment Services. Outside of his advisory work, he serves as an 8th grade basketball coach for Sheridan County School District #2. 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 institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various investment strategies and advisor-support tools.

Jeffrey Tomlinson is a financial advisor at Stifel with 27 years of industry experience and holds Series 63 and Series 65 designations. He has been with Stifel since 2009. Outside of his advisory role, he serves as a School Board Trustee for Sheridan County School District #2. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients maintaining discretion over implementation.

Claire Barnes is a financial advisor with Edward Jones in Sheridan, Wyoming, holding a Series 66 credential and approximately two years of industry experience. She has previous experience as the owner and copywriter of Far Flung Writing, LLC, a marketing consulting business. Barnes also worked at Northern Wyoming Community College District for five years and had an earlier tenure with Edward Jones. 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 advisors and offers a range of advisory programs, including both discretionary and non-discretionary strategies under a fiduciary standard.

Justin West is a financial advisor with LPL Financial in Sheridan, Wyoming, holding a Series 63 credential and 24 years of industry experience. He has worked at LPL Financial since 2017 and previously spent eight years with Investment Centers of America. Outside of his advisory role, he is the owner of Scythe Investments, LLC, a ranch business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios and third-party subadvisors, supported by advanced operational tools.

Makenna Ellerman is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Cetera and Eliason Financial. Outside of finance, she owns and operates a rodeo and horse training business in Story, Wyoming. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Parker Call is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Sheridan, Wyoming, and has six years of industry experience. He has held various roles within Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory work, Call serves on the board of the Cody Lions Club, a philanthropic organization supporting individuals with visual impairments in the Cody community. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing system called “WealthPlan” while maintaining separate service elements.

Christopher Prosinski is a financial advisor with Osaic Wealth, Inc. based in Sheridan, WY, holding a Series 66 designation and seven years of industry experience. His prior roles include working at Financial Dimensions Group, Inc. and an earlier position with the Chicago Bears. He is also involved as a member of Eliason Financial LLC, managing employee and human resource administration. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services using advanced portfolio construction tools and offers access to third-party money managers and managed account solutions.

Patrick Johnson is a CFP® with 25 years of industry experience and has been with Stifel since 2009. He is based in Sheridan, Wyoming, and holds a Series 66 license. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s offerings include fee-based financial planning and model allocations intended to guide client decisions.

Laurie Ross is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She previously spent 34 years with Pruco Securities, LLC before joining LPL Enterprise in 2024. Ross is involved in the local business community as a broker for the Wyoming Chambers Group Health Insurance Benefit Plan and sells Medicare Supplement plans through Mutual of Omaha, Aetna, and Cigna. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and an insurance agency through affiliated entities.

Victoria Zier is a CFP® professional with eight years of experience at Edward Jones in Sheridan, WY. She has been with Edward Jones since 2015, with prior experience at the University of Wyoming. Outside of her advisory duties, she is involved in property management as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies alongside affiliated mutual funds and trust services.

Anna Bailey is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. She has worked with firms including Cetera, LPL Financial, and Stifel Nicolaus. Outside of her advisory role, she is the CEO of Forever Sunrise, Inc., overseeing the development of a smartphone application called iXnay. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining a distinctive municipal advisor affiliation and offering specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Abraham Ross is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has recent experience at JP Morgan Chase prior to joining LPL Enterprise. His background includes roles at Duke University, Glen Raven, and the University of Wyoming. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers additional services such as financial planning and access to third-party asset managers.

Gregory Sloat is a financial advisor with Edward Jones, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones since 2016. 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 under management and offers a range of investment strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Angela Dewald Simmons is a ChFC® credentialed financial advisor with 25 years of experience at Edward Jones, where she has worked since 2001. Based in Sheridan, WY, she also contributes to a clothing company, Long Live Life LLC, by assisting with marketing and event sales. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

Brock Boedecker is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2022. He has three years of industry experience and previously held roles at Helena Softserve, Inc. Outside of his advisory practice, Boedecker holds ownership interests in several restaurant and real estate entities in Sheridan, Wyoming, with limited personal involvement. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and a comprehensive investment framework to support its client services.

John Camino is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Eliason Financial and was self-employed at Branded Bookkeeping, LLC. Outside of his advisory role, he serves as a city councilman and vice mayor of Buffalo, Wyoming, with a term through 2024. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services featuring portfolio construction tools, third-party money managers, and both discretionary and non-discretionary account management options.

Robert Mcvey III is a financial advisor with Raymond James & Associates in Sheridan, Wyoming, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including ten years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Mcvey joined Raymond James & Associates in 2025. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Nicholas Walton is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has been associated with Morgan Stanley and its Private Bank since 2022. He also spent time working with the University of Wyoming Foundation in 2024. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a comprehensive range of investment and planning solutions.

Douglas Hockett is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Outside of his advisory role, he serves on the Board of Directors for the RMS Invitational Golf Tournament, a charity event in Wyoming. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Carson Hogan is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2007. He has 18 years of industry experience and is based in Sheridan, Wyoming. Outside of his advisory role, Hogan serves as a board member of the Cody Lion’s Club and is a member at large of the Olive Glenn Golf Club in Cody, Wyoming. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm provides written recommendations across various financial topics and allows clients to combine planning with a managed-account program under a consolidated billing option.

Christopher Walton is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he serves on the advisory board of Provision Fund, a nonprofit focused on children, youth, and community activities in Sheridan, Wyoming. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Susan Garber Johnson is a Series 66-licensed financial advisor with 20 years of industry experience. She currently works at LPL Financial and was previously with D.A. Davidson & Co. for 21 years. Outside of financial advising, she is involved in artistic and musical pursuits and owns a business called Pneuma Camp in Story, Wyoming. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Peter Eliason is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Osaic since 2003 and also worked at Financial Dimensions Group, Inc. for over two decades. Beyond his advisory role, Eliason serves on the board of Whitney Benefits and is involved in managing an event venue run by family members. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools and risk assessments to build portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments, managing accounts on both discretionary and non-discretionary bases.

Benjamin Huber is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Charles Schwab and KeyBank Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Carter Hogan is a financial advisor with Thrivent Investment Management in Sheridan, Wyoming, holding a Series 66 credential and six years of industry experience. He has been with Thrivent since 2020 and previously held roles at Southwestern Oklahoma State University and Buffalo Run Golf Course. Hogan serves as a board member for Yellowstone Beerfest and as secretary for the Cody Lions Club, both local nonprofit organizations focused on community events and charitable causes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Marcia Bonnet is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market outlook models.

Franklin Boley is a CFP® and CFA® with 27 years of industry experience. He joined LPL Financial in 2026 after a 28-year tenure at D.A. Davidson & Co. He is based in Sheridan, Wyoming. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Pelissier is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior roles include positions at the University of Wyoming College of Business and Big Horn High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Adrienne Lewallen is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works as an independent contractor providing face painting services for public and private events. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured tools and firm-wide investment research.