Wendy Nelson is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. She has worked at Geneos Wealth Management since 2016 and also manages Wind River Wealth Advisors LLC. Nelson serves as a board member of the Rotary Club of the Southwest USA. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers, employing a variety of analytical strategies and investment approaches across customized and model-based accounts.

David Deporter is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Citigroup Global Markets from 1994 to 2009 and Morgan Stanley Smith Barney since 2009, currently serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services without providing individual security recommendations as part of its standalone programs.

Farrah Rhea is a Series 66-credentialed financial advisor with Edward Jones, based in Pinedale, Wyoming. She 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.