Travis Ladner is a financial advisor with Ameriprise in Alpine, Wyoming, holding a Series 66 designation and with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Happyman, LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Charles Wise is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2025, with prior experience at Wells Fargo Clearing and Prudential Equity Group. He is the owner of an investment-related LLC based in Fairfax, VA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations across various specialized planning areas.

Brent Jacobs is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association for a combined total of 14 years before joining Wells Fargo in 2019. Outside of his advisory work, he is involved in several aviation-related ventures, including co-ownership of an aviation LLC and activities related to owning and flying aircraft. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Allen Campbell is a financial advisor with Robert Baird & Co. in Etna, Wyoming, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Robert Baird & Co. since 1996. Outside of his advisory role, he is involved in a boat storage business. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.