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Lori H

Series 63, Series 65

Gillette, WY

D.A. Davidson & Co.

Lori Hubbard is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. She has been with the firm since 1996 and holds Series 63 and Series 65 registrations. Outside of her advisory work, she serves as a Notary Public for the State of Wyoming. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Tyler B

Series 66

Gillette, WY

D.A. Davidson & Co.

Tyler Brueckner is a financial advisor with D.A. Davidson & Co. in Gillette, Wyoming, holding a Series 66 designation and 12 years of industry experience. He has been with D.A. Davidson & Co. since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Whitney J

Series 66

Gillette, WY

Lincoln Investment

Whitney Jelinek is a financial advisor with Lincoln Investment, holding a Series 66 designation and eight years of industry experience. Prior to joining Lincoln Investment in 2026, Whitney spent nine years at Edward Jones. Outside of advisory work, Whitney engages in crocheting through a small personal business called Whitney Stitches. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs dynamic strategies.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Founder/Business Owner Mid-Career Professionals Retired
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Angela C

Series 63, Series 66

Gillette, WY

Empower Advisory Group

Angela Claggett is a financial advisor with Empower Advisory Group in Gillette, Wyoming, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Madison R

Series 65, Series 63

Gillette, WY

Eagle Strategies (NY Life)

Madison Robidart is a financial advisor with Eagle Strategies (New York Life) in Gillette, Wyoming, holding Series 65 and Series 63 licenses with five years of industry experience. She operates Summit Ridge Financial Group LLC, which brokers non-registered insurance products and sells New York Life offerings. Additionally, she manages a local networking group called Momtrepreneurs of Wyoming. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Terra N

Series 63, Series 65

Gillette, WY

Cetera Planning Partners

Terra Norton is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Cetera Planning Partners, she worked at Avantax Insurance Services and ProEquities, Inc. Norton is also a partner and accountant at Above The Line Certified Public Accountants and serves as a volunteer board member for the Women's Resource Center of Northeast Wyoming. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services within a diversified investment approach tailored to client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Joshua P

Series 63, Series 65

Gillette, WY

Tlg Advisors, Inc.

Joshua Pierce is a financial advisor with TLG Advisors, Inc. based in Gillette, Wyoming, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His previous roles include positions at The Leaders Group, Inc., LPL Financial, LLC, and First Northern Bank of Wyoming. Outside of advising, he manages Timber Creek Ranch, where he is involved in cattle feeding and raising calves, and he also engages in public speaking on financial topics. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charities, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a digital investment program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Paul R

Series 63

Gillette, WY

Primerica Advisors

Paul Roberts is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding a Series 63 designation and 16 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2008. Outside of his advisory role, he is involved with Roberts Consulting, LLC, an investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets under management, offering advisory services based on model recommendations created by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dustin F

Series 63, Series 65

Gillette, WY

Primerica Advisors

Dustin Freed is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2020. Outside of his advisory role, Freed owns and programs for Process Power and Control and operates Freed Consulting LLC, both non-investment-related businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading responsibilities.

ESG / Sustainable investing Tax-loss harvesting Income planning
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William S

Series 63

Gillette, WY

Edward Jones

William Sturdevant is a financial advisor with Edward Jones in Gillette, Wyoming, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a partner in STURDY 6 PACK LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated financial products. The firm is notable for its extensive network of advisors and branches, as well as its fiduciary advisory services and integrated capabilities beyond traditional asset management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Toby G

Series 66

Gillette, WY

Edward Jones

Toby Gorsuch is a financial advisor with Edward Jones in Gillette, WY, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he is listed as a member of GS Motor Xpress LLC, a trucking company based in Gillette. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Business ownership considerations Income planning Founder/Business Owner
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Andrew N

Series 63

Gillette, WY

Primerica Advisors

Andrew Norton is a financial advisor with Primerica Advisors in Pine Haven, Wyoming, holding a Series 63 designation and 10 years of industry experience. He has been with Primerica Advisors since 2015 and previously worked briefly at Sears Hometown. Outside of his advisory role, Norton is a partner in Generation Property Group, LLC, where he assists in managing a mobile home park. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment approaches including Strategic, Tactical, Tax-Aware, and Income Distribution models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Robert N

Series 63

Gillette, WY

Primerica Advisors

Robert Norton is a financial advisor with Primerica Advisors, holding a Series 63 designation and 10 years of industry experience. His career includes roles at Primerica Financial Services and Wyoming Machinery Company. He is also a part-time Town Council member in Pine Haven, Wyoming. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Nita R

CFP®, Series 63

Gillette, WY

LPL Financial

Nita Rieniets is a CFP® certificant with 39 years of industry experience, currently serving as a financial advisor with LPL Financial since 2017. Prior to joining LPL, she worked for over two decades at Investment Centers of America, Inc. She is based in Gillette, WY. Rieniets is co-owner of Rieniets Financial Planning and serves as an officer of RIENIETS FINANCIAL SERVICES, INC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nichole A

Series 63

Gillette, WY

Primerica Advisors

Nichole Adams is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding a Series 63 designation and over 11 years of industry experience. Her background includes roles at Northern Wyoming Mental Health Center, Vacutech, and the City of Sheridan. Outside of advising, she is involved in health coaching with Optavia LLC, owns a transformational coaching business, and works as a substitute teacher in the local school district. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based strategies managed by unaffiliated asset managers. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Clay S

Series 63, Series 65

Gillette, WY

Primerica Advisors

Clay Schweitzer is a financial advisor with Primerica Advisors in Gillette, WY, holding Series 63 and Series 65 registrations and five years of industry experience. His prior work includes roles at AT&T and PFS Investments Inc., as well as ongoing involvement in sales of investment and loan products and referrals for home security and automation services with affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with some corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and supports trade execution and account custody through established financial services providers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Nicholas S

Series 63

Gillette, WY

Primerica Advisors

Nicholas Simque is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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C Jai C

Series 63

Gillette, WY

Primerica Advisors

C Jai Campbell is a financial advisor at Primerica Advisors in Gillette, WY with 10 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors and Primerica Financial Services since 2016. Prior to his current role, he was employed at High Glass Window Cleaners from 2017 to 2020. Campbell also operates a business under CJai Campbell and is involved in the sale of home-related products such as loan services and home security referrals. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that emphasizes model-delivery investment strategies managed by unaffiliated asset managers. The firm supports a large network of financial advisors and offers various strategic, tactical, and tax-managed models, including recently added options with cryptocurrency exposure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jace M

Series 66

Gillette, WY

Edward Jones

Jace Mc Namee is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Points West Community Bank and Jonah Bank of Wyoming. Outside of his advisory role, Mc Namee is involved with his family's auction company, McNamee Auction Company LLC., where he participates in occasional auction events, and he also serves as a sports broadcaster providing play-by-play and color commentary for local games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory and investment services supported by a network of over 23,700 advisors and holds approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mary N

Series 63, Series 65

Gillette, WY

Primerica Advisors

Mary Nunley is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and previously spent over two decades with the Child Support Authority. Outside of her advisory role, she is a partner in Hauber Family, LLC, a family-owned ranch. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients via a tiered wrap-fee structure. The firm evaluates third-party asset managers using independent due diligence and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Amber B

Series 63

Gillette, WY

Primerica Advisors

Amber Baker is a financial advisor with Primerica Advisors, holding a Series 63 designation and 10 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliate companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies supported by third-party asset managers and custodians. The firm operates on a large scale with over 3,600 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Megan Q

Series 65, Series 63

Gillette, WY

Primerica Advisors

Megan Quittschreiber is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding Series 65 and Series 63 credentials and six years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2019 and has prior experience at Interstate PowerSystems and Manpower. Outside of her advisory role, she engages in the sale of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ashley B

CFP®, Series 66

Gillette, WY

Edward Jones

Ashley Borgialli is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® designation and a Series 66 license and has been with Edward Jones since 2014. Outside of her advisory role, she is a freelance artist and art instructor, occasionally teaching adult education classes and selling her paintings, and she also sells farm products such as eggs from her chickens. 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 nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Bonnie J

Series 63, Series 65

Gillette, WY

Primerica Advisors

Bonnie Jardee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Primerica Advisors since 2011 and has been affiliated with Primerica Financial Services since 2010. Outside of her advisory role, Jardee is involved in investment-related business activities through ownership interests in Paintsville Corp and Jardee Enterprises, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee solution rather than traditional institutional plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Katrin W

ChFC®, Series 66

Gillette, WY

Edward Jones

Katrin Wagner is a financial advisor at Edward Jones with six years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2020, she worked at Pinnacle Bank for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 advisors and managing approximately $1.01 trillion in assets under management.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Matthew H

Series 66

Gillette, WY

Cetera

Matthew Hines is a financial advisor with Cetera in Gillette, WY, holding a Series 66 designation and three years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Investment Services Inc., and also provides accounting and consulting services at A.B.C. CPA, PC. Outside of his advisory role, he serves as an authorized signer for Living Rock Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, utilizing multiple program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Catrina S

Series 63, Series 65

Gillette, WY

Primerica Advisors

Catrina Schlautmann Ruby is a financial advisor with Primerica Advisors in Gillette, WY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been associated with Primerica Financial Services and PFS Investments Inc. since 2016 and operates her own farm egg business and a ranch in Gillette. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Lisa V

Series 66

Gillette, WY

LPL Financial

Lisa Vnoucek is a financial advisor with LPL Financial based in Gillette, Wyoming. She holds a Series 66 designation and has 21 years of industry experience. Her prior work includes roles at First Interstate Bank, Cetera, and Principal Financial Services. Vnoucek is also involved with First Interstate Bank in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bethany W

Series 63, Series 65

Gillette, WY

Primerica Advisors

Bethany Wight is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding Series 63 and Series 65 licenses and three years of industry experience. Her career includes roles at Primerica Financial Services and various companies in sales and wellness sectors. Outside of financial advising, she is the owner and practitioner of Wyoming Energy Healing. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ivan J

Series 65, Series 63

Gillette, WY

Primerica Advisors

Ivan Jardee is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. He has been with Primerica Advisors since 2012 and also has prior experience with Cloud Peak Energy. Jardee is involved in affiliate businesses related to loan products and home security referrals. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides custodial and trade execution support through Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Scott B

CFP®, Series 63

Gillette, WY

LPL Financial

Scott Barstad is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, with 29 years of industry experience. He previously worked at Cetera Investment Services and has been associated with First Interstate Bank for over two decades, where he also serves as Senior Vice President and Regional Manager. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James R

Series 63

Gillette, WY

LPL Financial

James Rieniets is a financial advisor with LPL Financial in Gillette, Wyoming, holding the Series 63 designation and bringing 26 years of industry experience. He previously worked for Investment Centers of America from 2000 to 2017 before joining LPL Financial in 2017. Rieniets is a co-owner of Rieniets Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and custom strategies within a platform supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Holly S

Series 66

Gillette, WY

Edward Jones

Holly Schneider is a Series 66 registered financial advisor at Edward Jones in Gillette, Wyoming, with 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a partner in E.H. Schneider Holdings, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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