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.

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.

Matthew Ward is an independent financial advisor at Encore 401K, LLC with 31 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked with American Funds Distributors Inc. and The Capital Group. Encore 401K, LLC provides advisory services to sponsors and participants of qualified retirement plans, including 401(k), pension, and profit-sharing plans, as well as asset management for individual clients. The firm focuses on fiduciary retirement plan consulting, participant education, and discretionary fiduciary management, emphasizing streamlined fund-menu design and strategic, long-term asset allocation using mutual funds, ETFs, and target-date solutions.

Richard Romano II is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors and Stifel Independent Advisors, LLC. Romano serves as a board member of the Teton Valley Community Resource Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling while supporting advisory programs and institutional portfolio management across a large network.

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 with Raymond James & Associates, holding Series 63 and Series 65 licenses and totaling 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as co-trustee and beneficiary of a personal trust managing rental property in Driggs, ID. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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.

Justin Parkhurst is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 19 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He currently works in Tetonia, Idaho. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and a wide range of portfolio management and financial planning services.

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.

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.

Christopher Lannon is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2019, following prior roles at Key Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Douglas Brinker is a Series 65 licensed financial advisor with 20 years of industry experience. He is affiliated with Brinker Asset Management and has held a concurrent role at Industrial Risk & Insurance Services, Inc. since 1993, where he organizes and delivers proposals to potential clients. Brinker Asset Management serves primarily pooled vehicles and institutional clients, as well as high-net-worth individuals, providing investment management and advisory services that include a significant portion of non-discretionary mandates where clients retain final trading authority.