Jonas Champion is the sole advisor at Net Income LLC in San Rafael, CA, holding a Series 66 designation with 17 years of industry experience. He is the 100% owner of Sprout Sprawl LLC and JTC International, businesses he has operated concurrently with his advisory role. Net Income LLC provides advisory and financial planning services primarily to individual clients, trusts, estates, and business entities. The firm offers tailored, one-on-one consulting engagements and refers clients to third-party money managers for ongoing portfolio management, generally without exercising discretionary authority over client accounts.

Miranda Eisele is a CFP® with 13 years of industry experience, currently serving as an advisor at Ball & Company since 2021. She previously worked at Ball and Company fka REED & BALL, INC. from 2012 to 2021. Ball & Company Wealth Management provides comprehensive financial planning, consulting, and discretionary investment management to individual clients, including high net worth households, as well as corporations and other business entities. The firm manages approximately $203 million in assets and employs a combined approach of fundamental, technical, and cyclical analysis across a diverse range of investment vehicles.

Rosalyn Baker is a financial advisor with RW Baker Wealth Management Group LLC in Cheyenne, Wyoming. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and RBC Capital Markets Corporation. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages all assets on a non-discretionary basis with an emphasis on diversification, tax efficiency, and low-cost investment options.

Candice Wisdom is a financial advisor with RW Baker Wealth Management Group LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and has experience in the hospitality industry, including a role at Altitude Chophouse & Brewery. Candice is also a Notary Public for the State of Wyoming. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a non-discretionary basis, emphasizing broad diversification, tax efficiency, and low-cost investment options.

Klinton Krieger is a financial advisor at TCP Asset Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at TCP Asset Management since 2020. Prior to that, he was with Wells Fargo Clearing Services and Wells Fargo Advisors. Krieger is also licensed as a non-variable insurance agent. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts primarily on a discretionary basis, tailoring strategies to client goals and utilizing multiple sub-advisers and platforms.

Jillianne Wilkinson is a financial advisor at StoneX Advisors Inc. in Cheyenne, WY, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with StoneX Advisors since 2017. Outside of her advisory role, she teaches Federal Employee Retirement Benefits classes to local federal employees and serves as Deputy Manager and Secretary Treasurer of RTS Enterprises, LLC, which supports a martial arts school. StoneX Advisors Inc. provides portfolio management, financial planning, and related consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm uses a range of advisor-managed portfolios, proprietary model solutions, and third-party managers, supported by platforms like Envestnet and Advyzon.

Marc Bregman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has previously worked with NYL Securities and has been associated with Park Avenue Securities and Guardian Life Insurance for multiple years. Outside of his advisory work, Bregman serves as a board member for the Lodi Police Foundation and Lodi Crime Stoppers. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment products.

James Hoefs is a financial advisor with First Command Advisory Services holding a Series 66 designation and five years of industry experience. He has a background in military service, including 23 years with the Colorado Air National Guard and a role as a USAF retiree. Outside of his advisory work, he serves as Secretary on the board of the COANG Legacy Foundation, a nonprofit supporting the Colorado Air National Guard. First Command Advisory Services serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Thomas Gagnon is a financial advisor with First Command Advisory Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with multiple First Command entities since 2016 and serves as an Air Liaison Officer for the Wyoming Air National Guard, providing advisory support for air operations. In addition to his advisory role, he supports a family business involved in management and contract support for private and governmental organizations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers for discretionary implementation.

Colin Ryan is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Empower Retirement in 2021, he worked at Guardian Life Insurance, the University of Wyoming, and Xiant Technologies Inc. He is a limited partner in a family business that owns and rents office space to companies in the oil and gas industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s approach combines proprietary and third-party methodologies with integrated recordkeeping and administrative services.

Zachary Powell is a Series 66-credentialed financial advisor with one year of industry experience. He is currently affiliated with United Planners Financial Services of America as a limited partner and has held various roles across multiple firms since 2021. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm operates through independent Investment Adviser Representatives and emphasizes non-discretionary account management while providing a range of advisory and brokerage services.

Jeran Artery is a financial advisor with Eagle Strategies (NY Life) based in Cheyenne, WY, holding Series 65 and Series 63 credentials and over 31 years of industry experience. His career includes long-term roles with New York Life Insurance Company and Nylife Securities Inc. He is also involved in brokering non-registered insurance products and owns a commercial property through Wyo Vault, LLC. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Daniel Hancock is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at CUSO Financial Services, Blue Federal Credit Union, LPL Financial, Cetera, and First Interstate Bank. He is also the CEO of Asset Financial Planners, a marketing entity based in Cheyenne, WY. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based financial planning, portfolio management, and brokerage solutions.

Jeremiah Jennings is a financial advisor with LPL Financial in Cheyenne, WY, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Equitable Advisors, NEXT Financial Group Inc., and Jackson National Life Distributors LLC. Jennings also operates Jennings Wealth Management LLC. 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 range of financial planning and advisory services, including model portfolio programs and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Jared Black is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a high school and youth soccer official in Wyoming and Colorado. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joseph Marek is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with RBC since 2008. Outside of his advisory role, he has served on nonprofit and community boards, including the Laramie County Library Foundation and local homeowners and property management associations. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies implemented through a combination of in-house and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Thomas Cowan is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and three years of industry experience. Before joining Schwab in 2022, he worked for Old Chicago Pizza & Taprooms and spent 36 years with the State of Wyoming Office. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, using multi-asset model portfolios and a centralized operational structure.

Jeri Uhrich is a financial advisor with Wells Fargo Clearing in Cheyenne, Wyoming, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Wells Fargo Clearing and its affiliated firm since 2016. Outside of her advisory work, she owns a photography business where she is involved in taking pictures, printing, and framing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Samuel Runyan is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at D.A. Davidson & Co. for nine years before joining Schwab in 2018. Outside of his advisory role, he manages several local real estate ventures, including residential properties and an RV park in Wyoming. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Joseph Kostelecky is a financial advisor with Equitable Advisors based in Cheyenne, WY. He holds a Series 66 designation and has two years of experience in the industry. Outside of his advisory role, he owns and operates JK's Lawn Service and works as an independent contractor for 307 Inspections. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through various investment adviser representatives and third-party program sponsors.