Joshua Williams is a financial advisor with Seeker Financial LLC, holding a Series 66 designation and two years of industry experience. Prior to founding Seeker Financial, he worked at several firms including Stephens, Inc. and LPL Financial. He also provides seasonal tax-preparation services through Yellowstone Teton Tax Service during tax season. Seeker Financial LLC is a state-registered investment adviser offering discretionary investment management and integrated financial planning for individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a blend of fundamental analysis, passive strategies, and modern portfolio theory, emphasizing long-term holdings and customized portfolios aligned with client objectives.

Timothy Hale is a financial advisor with Hale Financial Solutions, LLC, based in Afton, Wyoming. He holds Series 63 and Series 66 licenses and has 12 years of industry experience, including 10 years at his current firm. Outside of his advisory work, he is a co-owner of StarValleyWY.com, where he helps maintain the website, create content, and market it to advertisers. Hale Financial Solutions serves individuals, families, municipalities, small businesses, and corporate clients. The firm primarily employs a passive, asset-class investment approach using index mutual funds and ETFs and offers discretionary portfolio management, retirement-plan advisory, and financial planning services.

Michael Ross is a CFP® professional with 30 years of industry experience, currently serving at Independent Financial Partners since 2025. His prior roles include positions at Crow Creek Wealth, LLC, Fidelity Personal and Workplace Advisors, and Strategic Advisors Inc. Outside of his advisory work, he owns Crow Creek Ventures, LLC, a business involved in buying and selling construction and farm equipment. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with over 260 advisors managing more than $12 billion in assets, providing both decentralized investment strategies and specialized retirement-plan advisory and pension consulting services.

Rachelle Dix is a CFP® professional with three years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Her prior experience includes ten years at Coyle Financial Counsel, LLC. She is a member of Money Motivation LLC, an education-focused organization. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to individual investors, corporations, pension plans, and institutional clients. The firm integrates asset-allocation modeling with independent manager selections and employs both active and passive strategies across public and private asset classes.

Corey Miles is a financial advisor with Money Concepts Capital Corp, holding a Series 66 credential and 14 years of industry experience. He also serves as president of Miles CPA, a firm providing tax preparation, business consulting, and audit services since 2005. Additionally, he owns Miles Financial Services LLC, a non-investment-related business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, incorporating proprietary and third-party portfolio programs.

Barry Dayley is a CFP® with 42 years of experience in the financial industry and has been with Money Concepts Capital Corp since 1998. He holds the Series 63 designation and is based in Afton, Wyoming. Outside of his advisory role, he owns and directs Personal Agenda, Inc., an online education company offering courses in civics and personal development, and serves as an officer and board member of the International Association of Registered Financial Consultants. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and applies fundamental and technical analysis alongside modern portfolio theory to manage assets across discretionary and non-discretionary accounts.

Sean Halling is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 11 years of industry experience. Prior to joining Kestra Advisory in 2024, he worked at Edward Jones from 2015 to 2024. He operates Halling Wealth Management, an LLC that provides financial services and manages payroll and workplace benefits for his office. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides a range of services including fiduciary consulting, plan design and compliance, and investment advice, serving large institutional clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Douglas Hollen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, Hollen serves as a bi-vocational pastor and itinerant preacher at Berean Bible Fellowship in Wyoming. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, and retirement plan consulting services. The firm offers both discretionary and non-discretionary management, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Kyle Terry is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked previously at Empower and in various roles associated with Brigham Young University and the Church of Jesus Christ of Latter-day Saints. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices, offering both discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated funds.