Donald Gervais Jr. is a CFA® charterholder with 25 years of industry experience. He is the principal of Gervais Capital Management, LLC, a firm he founded in 2018. Prior to this, he held positions at Allianz Global Investors U.S. LLC and related affiliates. Outside of his advisory work, he serves on the boards of Friends of Pathways and Teton Village Water & Sewer District and participates on a development committee for The Teton Science Schools. Gervais Capital Management provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth households, charitable organizations, and corporations. The firm employs a variety of analytical approaches and offers discretionary management with a focus on pension consulting and serving charitable and corporate clients.

Patrick Todd is a CFP® and CFA® charterholder affiliated with Durata Wealth Management. He has two years of experience in the advisory industry, previously working for Harding Loevner from 2012 to 2026 before joining Durata LLC in 2026. Durata Wealth Management is an independent Wyoming-based firm offering discretionary wealth management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a goals-based, evidence-informed investment approach emphasizing global diversification, cost efficiency, and tax-aware implementation, incorporating factor tilts, ESG considerations, and options hedging when appropriate.

Tyrel Mack is a CFP® professional with experience at First Ascent Planning LLC and Rockhill Advisors LLC. He has been active in financial planning since 2024 and also has a background in business with 460 Bread Inc. outside of the financial industry. First Ascent Planning LLC is an independent firm offering fee-only financial planning and consulting to individuals, families, small business owners, and trusts. The firm provides services such as retirement planning, tax-aware planning, and estate coordination through one-on-one consultations, operating on a project-based, hourly fee model without discretionary investment management.

Laurent Roux is the sole advisor at Gallatin Wealth Management LLC, an independent firm based in Wilson, Wyoming. He holds eight years of industry experience and has been with Gallatin Wealth Management since 2005. Outside of his advisory role, Mr. Roux serves on the advisory board of a private equity fund focused on Asian alternative asset managers and is a board member of Willow Street Trust Company, a Wyoming trust company. Gallatin Wealth Management serves a select group of individuals, high-net-worth families, trusts, and business entities, offering discretionary portfolio management and multi-family office services. The firm emphasizes individualized investment policies implemented through a combination of analytical methods and asset allocation, with a notable international client base and expertise.

Nicholas Besobrasow is a financial advisor at Alupka Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Badger Capital Advisors, LLC since 2011. He is based in Driggs, Idaho. Alupka Asset Management provides discretionary portfolio management primarily to individual investors and related pension plans. The firm employs a multi-strategy investment approach combining fundamental research and technical analysis, focusing on income and growth through publicly traded, fully liquid securities.

Justin Bowersock is a CFA charterholder and holds a Series 66 license, with 10 years of industry experience. He has worked at Rockhill Advisors LLC since 2017 and previously at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Rockhill Advisors LLC provides wealth management, investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a goal-based, long-term passive investment approach with diversified portfolios mainly composed of low-cost mutual funds and ETFs, managing client accounts on a discretionary basis.

Keith Ohnmeis is a financial advisor at Pingora Partners LLC with 23 years of industry experience. He has worked at Pingora Partners since 2008 and previously at Goff Capital Inc. from 2007 to 2018. Outside of his advisory role, he is a co-owner of Lodgepole Art Partners, an art auction business based in Wilson, Wyoming. He also serves on the advisory committee for the Open Prairie Opportunity Fund, which operates investment funds focused on agriculture and farmland. Pingora Partners LLC provides discretionary, customized asset management to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm employs active investment strategies and manages a multi-hundred-million dollar asset base with a relatively modest number of client relationships, allowing for bespoke allocations to less liquid and complex investments.

Bayly Winder is a financial advisor at Polygon Investment Management with 23 years of industry experience. He has been with Polygon since 2002 and serves as a senior advisor providing strategic consulting to clients in the Middle East and North Africa through Albright Stonebridge Group. Polygon Investment Management offers discretionary investment management and tailored portfolio services to high-net-worth individuals, trusts, charities, corporations, and institutional clients. The firm employs a top-down, asset allocation-driven approach using a core-satellite framework, with a focus on international and country-specific exposures alongside tactical opportunities in emerging markets.

Matthew Ward is a financial advisor at Encore 401K, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at American Funds Distributors Inc. and The Capital Group/American Funds, where he worked for six years. Encore 401K provides advisory services to sponsors of qualified retirement plans and plan participants, as well as asset management for individual clients. The firm focuses on fiduciary retirement plan consulting with an emphasis on streamlined fund-menu design, strategic long-term asset allocation, and ERISA-oriented services.

Michael Bird is a financial advisor at Snowden Capital Advisors LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Snowden Capital Advisors and Snowden Account Services since 2012. Bird also manages Derrey Family Investments LLC, an investment partnership where he oversees investment sub-advisors. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients. The firm offers customized portfolio management, investment consulting, financial and estate planning, and employs a broad range of investment tools while utilizing sub-advisers and third-party managers under ongoing oversight.

Thomas Bruno is a financial advisor with Robertson Stephens, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services for six years and at Gerson Lehrman Group for two years. Bruno serves as a director on the finance and investment committee of St. John's Health Foundation, a nonprofit organization. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers a range of portfolio management and planning services, overseeing assets totaling $8.76 billion as of year-end 2025.

Victor Haghani is a financial advisor at Elm Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Elm Partners Management LLC since 2012. Elm Wealth manages approximately $3.02 billion in discretionary assets and provides advisory services to a diverse client base, including pooled investment vehicles, an exchange-traded fund, private and offshore funds, and individual and high-net-worth investors. The firm employs a rules-based, dynamic asset-allocation process using low-cost mutual funds and ETFs across various portfolio types.

James Gilbert is a financial advisor at Cresset Asset Management, LLC with 19 years of industry experience. He previously worked at Goldman, Sachs & Co. for 19 years before joining Cresset in 2025. He holds Series 65 and Series 66 designations. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach with strategic asset allocation and both active and passive management across various asset classes.

Patrick Moore II is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 33 years of industry experience. Prior to joining Rockefeller Financial in 2025, he worked at UBS Financial Services for 10 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and consolidated investment platform, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Ryan Poterack is a financial advisor with Mercer Global Advisors Inc. and holds Series 63 and Series 66 licenses. He has 22 years of industry experience and has worked at firms including Private Advisor Group, LLC, Kure Advisory, LLC, and Poterack Capital Advisory, Inc. He also holds an active life insurance license. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, employing a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory.

Mark Banner is a financial advisor at Cetera with 34 years of industry experience. He holds the CFP® and ChFC® designations and has been with Cetera and its affiliates since 2013. Outside of his advisory role, Banner is involved in several entrepreneurial ventures, including operating a bee pollination and honey production business and managing multiple holding companies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services via a multi-manager platform with discretionary and non-discretionary options across various program structures.

Richard Romano II is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Wells Fargo Advisors, and Morgan Stanley. He serves as a board member of the Teton Valley Community Resource Center. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes detailed risk profiling and analytical tools to support non-discretionary planning and consulting, and maintains notable municipal advisory capabilities and specialized retirement plan services.

Darrick Walker is a financial advisor with UBS Financial Services, holding a Series 63 designation and possessing 32 years of industry experience. His career includes roles at Bank of America, Merrill, Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. Outside of financial services, he manages multiple agricultural and farmland investments through various family-owned and proprietary LLCs. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Trent Longnecker is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1993 and holds the Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA) designations. Trent manages a team that provides customized financial advice and guidance, focusing on the needs of affluent families, business owners, and foundations. With over 30 years of experience, Trent specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, sports and entertainment, and tax minimization. His team has been entrusted with over $750 million in client balances as of April 1, 2024. Trent has been recognized on Barron's "Top 1,200 Financial Advisors" list multiple times between 2010 and 2024 and named to Forbes "Best-in-State Wealth Advisors" list from 2021 to 2023. Trent holds a bachelor's degree from the University of Arizona. He lives in Phoenix with his wife and two children. His son attends the Eller School of Business at the University of Arizona, and his daughter plays Division One volleyball at the University of Missouri. Outside of work, Trent enjoys golfing, skiing, traveling, and spending time with his family.

Theodore White III is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and 34 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Merrill. He serves as Co-Trustee and Beneficiary of a personal trust that owns rental property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with a client-centered, non-discretionary investment consulting approach supported by firm research and a wide range of portfolio management styles.

Adam Daniels is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he spent ten years at Mountain America Credit Union. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heidi Farrell is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 10 years of industry experience. Her prior roles include positions at LPL Financial, Joel Cromar, and David Reichert. She is also the owner of My Big Girl Pants LLC, a business entity established in 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including cash-flow, retirement, and niche services, with tailored recommendations developed using proprietary research and tools.

Alexander Gelman is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he held positions in healthcare and related fields, including roles at Biomerieux and Elite Orthopedics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Barry Gangwer is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group to provide forward-looking capital market analysis and asset allocation guidance.

Scott Bass is a Private Wealth Advisor associated with Merrill Private Wealth Management. He co-founded The Hunt-Bass Group in 1997 with Roger Hunt, and since 2002 has been managing key client relationships at Merrill, focusing on ultra-affluent individuals and families. His expertise spans strategic asset allocation, alternative investments, equity manager search and selection, family legacy planning, and managing fixed-income portfolios. Scott helps clients navigate the complexities of significant wealth and aims to simplify their financial lives through long-term relationships. As a specially qualified Senior Portfolio Manager, Scott provides traditional advice and guidance while also building and managing personalized investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He operates with a high degree of flexibility in portfolio construction and may manage his strategies on a discretionary basis under Merrill's investment advisory program. Scott earned a bachelor's degree in economics from the University of North Carolina at Chapel Hill and an MBA from The Darden School at the University of Virginia in Charlottesville. He holds the Certified Investment Management Analyst (CIMA) designation and is a member of the Investments & Wealth Institute. His professional affiliations include experience at Credit Suisse First Boston and Donaldson, Lufkin & Jenrette. Scott has served on the advisory council of the National Outdoor Leadership School and on the University of North Carolina Economics Department Advisory Board. He resides in Atlanta with his wife, JoEllyn, and their two children. In the early 1990s, Scott was a semiprofessional bicycle racer in Europe and currently enjoys masters cycling, running, skiing, and coaching youth lacrosse.

D Manning is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of advising, he has served as a voting board member for the Honey Creek Vigo Conservancy District and is involved in multiple independent insurance agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm delivers solutions through independent Financial Professionals using multiple portfolio management platforms and a mix of proprietary and third-party investment strategies.

Andrew Schwertfeger is a financial advisor with Robert W. Baird & Co. in Wilson, Wyoming, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008 and has additional business interests in broadcasting and property management. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real assets.

Robin Sanchez is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Alpha Capital Management Group, Legg Mason Investor Services, and AllianceBernstein Investments. Outside of his advisory role, Sanchez is the owner of Vino Tinto Sommeliers LLC, a wine tasting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by research, technology, and a broad platform of non-advisory financial services.

Kenneth Dorn is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He has experience teaching financial workshops for individual investors at Saint Louis Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Michael Matthews is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is involved with nonprofit organizations focused on education and senior housing, including serving on investment committees for the Menlo Park Atherton Education Foundation and the Sacred Heart Schools Atherton Retirement Plan Advisory Committee. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocation to customize client plans.

William Abrams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His career includes roles at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Fisher Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Christopher Lannon is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Goldman Sachs Wealth Services and Ameriprise. 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 wide range of advisory and brokerage services, including financial planning and institutional platforms, with support from extensive research and technology resources.

Michael Cummins is a financial advisor at Edward Jones with 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.