Vikash Mathura is a CFA® charterholder and the sole advisor at Nemo Capital with five years of industry experience. He previously worked at TIM Partners KK from 2016 to 2019 and has been with Tyton Wealth since 2019. In addition to his advisory role, Mathura consults on cryptocurrencies through his company, Tsuru Capital LLC, based in Tokyo, Japan. Nemo Capital provides ongoing portfolio management primarily to individual and high-net-worth clients, employing a global macro investment approach that includes a broad range of instruments such as non-U.S. securities, commodities, and options. The firm operates as a solo independent advisor with a small client base and offers customized investment policies and quarterly reporting.

Alissa Sykes is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Pride of the West Financial, LLC in Sheridan, WY. Her prior roles include positions at State of Wyoming, Richey May & Co, Bank of America, Merrill Lynch, Securities America, and Charles Schwab. Pride of the West Financial manages discretionary assets primarily for individuals and families, offering investment advisory, comprehensive financial planning, and budgeting assistance. The firm employs a long-term investment approach based on fundamental analysis supplemented by technical and third-party research and maintains operational practices that include individualized trade execution and direct client proxy solicitation.

Kristin Herbst is a financial advisor at Cypress Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Cypress Capital Management since 2011. The firm provides discretionary investment management and financial planning services for individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. Cypress Capital Management employs a full-cycle investment approach that incorporates macroeconomic analysis and a variety of equity-focused strategies, including preferred stocks, closed-end funds, ETFs, and covered-call option writing, while generally avoiding bond allocations.

Cristine Calkins is the principal advisor at Goose Valley Consulting, LLC, an independent firm based in Sheridan, Wyoming. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Goose Valley Consulting, she worked at Frontier Asset Management for twelve years. Outside of financial advising, she owns and operates Goose Valley Consulting, a non-investment business, and manages an Airbnb property in Sheridan. Goose Valley Consulting serves a small number of clients, including individuals, high-net-worth individuals, and trusts, focusing on written financial plans, one-time consultations, and as-needed advice rather than ongoing portfolio management. The firm uses fundamental analysis to develop tailored plans and refers clients to third-party money managers when active asset management is desired.

Matthew Ebzery is a financial advisor at Cypress Capital Management, LLC with 18 years at the firm and 12 years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he serves on the board of the Wyoming State Golf Association and is a trustee of the Ilsley Foundation. He also has ownership interests in several non-investment-related local businesses, including a restaurant and an oil company. Cypress Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. The firm employs a full-cycle investment approach based on macroeconomic analysis and uses a variety of equity-focused strategies, including private placements and IPOs.

James Shellenberger is a CFP®, CFA®, and holds a Series 65 license with eight years of experience in the financial industry. He has worked at Frontier Asset Management since 2015 and joined Elevate Wealth Management in 2025, where he currently serves as an advisor. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, retirement plans, and select institutions. The firm employs diversified strategic and tactical asset allocation with a range of investment options, including impact and ESG strategies, and maintains formal affiliations and procedures for manager due diligence.

Robert Johnson is a financial advisor at Elevate Wealth Management in Sheridan, WY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Frontier Asset Management and Range. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting services to individuals, families, trusts, retirement plans, and select institutional clients. The firm employs diversified strategic and tactical asset allocation using a combination of equities, fixed income, mutual funds/ETFs, and alternatives, integrating fundamental and quantitative analysis alongside model-manager selection.

Robby Harfst is a CFP® with over 20 years of experience in financial advising. He has been with Harfst and Associates, Inc. since 2007 and has maintained his own advisory practice since 2003. Outside of advising, he operates a purebred cattle business and holds licenses to sell various types of insurance. Harfst and Associates serves individuals, families, small businesses, and institutional clients, managing approximately $722 million across about 335 client relationships. The firm provides discretionary portfolio management, pension consulting, and modular financial planning, utilizing a blend of global macro analysis and tactical allocations.

Michelle Stallsworth is a financial advisor at Harfst and Associates, Inc. with six years of industry experience. She holds a Series 65 designation and has worked at Harfst and Associates since 2019. Prior to her advisory career, she spent 15 years at Oldcastle Precast. Harfst and Associates serves individuals, families, small businesses, and institutional clients, providing wealth management, pension consulting, and modular financial planning. The firm manages approximately $722 million across about 335 client relationships with a four-advisor team, employing a discretionary portfolio management approach that combines global macro analysis with tactical allocations.

Catherine Teichert is a financial advisor at Forty North Wealth with five years of industry experience. She previously worked at Frontier Asset Management, ACA Global, and Panoramic Investment Advisors. Outside of her advisory role, she serves on the Board of Directors for the Sheridan YMCA, acting as Treasurer and Chairman of the Finance Committee. Forty North Wealth serves individual and high-net-worth clients, as well as institutions and retirement plans, offering discretionary investment management and financial planning. The firm emphasizes tailored portfolios based on client objectives and employs multiple platforms and sub-advisors to implement and manage investments.

Danette Harfst is a Series 65-registered financial advisor at Harfst and Associates, Inc. in Sheridan, Wyoming, with 14 years of industry experience. She has been with Harfst and Associates since 2010. Harfst and Associates serves individuals, families, small businesses, and institutional clients, providing wealth management, pension consulting, and modular financial planning. The firm manages approximately $722 million across about 335 client relationships, utilizing a blend of top-down global macro analysis and tactical allocations with discretionary portfolio management tailored to client objectives.

Aaron Cruz is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at Cetera Advisors LLC, Axa Advisors LLC, IFP Securities, LLC, and Independent Financial Partners. Since 2018, he has provided financial education to individuals in drug and alcohol rehabilitation through sessions funded by Volunteers of America. PlanMember Securities Corporation specializes in retirement-plan advisory services for employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education and personalized retirement planning services.

Kevin Clapham is a financial advisor with Eagle Strategies (New York Life) based in Sheridan, Wyoming. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Clapham is the owner of Momentum Capital Group, LLC, through which he brokers New York Life products and non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions across multiple program types and manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Jamie Williams is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Sheridan, Wyoming, where he has worked since 2014. He has 10 years of industry experience. Outside of his advisory role, Williams serves as Treasurer for the Young Guns Wrestling Club, is a board member for The Children's Center, and works as a notary public in Wyoming. D.A. Davidson & Co. provides investment advisory and brokerage services to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Heidi Zajic Eckland is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, First Interstate Bank, and Edward Jones. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Dustin Dewald is a financial advisor with Edward Jones in Sheridan, Wyoming, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Olivia Koltiska is a financial advisor at LPL Financial with Series 66 registration and zero years of industry experience. She previously worked at Frontier Asset Management LLC for 11 years and at D.A. Davidson & Co. for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by in-house and third-party research.

Robert Leibrich Jr. is a CFP® with 39 years of experience in the financial industry. He is currently with LPL Financial and has held prior roles at Cetera and First Interstate Bank, where he also serves as Vice-President and Wealth Advisor. Leibrich is involved with the Knights of Columbus and serves on the State of Wyoming Retirement Board. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and multiple investment strategies.

Colin Peldo is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. He previously worked at Investment Centers of America, Inc. and ICA Group Wealth Management, LLC. Outside of his advisory role, he serves as an 8th grade basketball coach for Sheridan County School District #2. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs, financial planning services, and investment options supported by research and multiple portfolio management strategies.

Jeffrey Tomlinson is a financial advisor at Stifel with 27 years of industry experience and holds Series 63 and Series 65 designations. He has been with Stifel since 2009. Outside of his advisory role, he serves as a School Board Trustee for Sheridan County School District #2. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients maintaining discretion over implementation.

Claire Barnes is a financial advisor with Edward Jones in Sheridan, Wyoming, holding a Series 66 credential and approximately two years of industry experience. She has previous experience as the owner and copywriter of Far Flung Writing, LLC, a marketing consulting business. Barnes also worked at Northern Wyoming Community College District for five years and had an earlier tenure with Edward Jones. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including both discretionary and non-discretionary strategies under a fiduciary standard.

Justin West is a financial advisor with LPL Financial, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Investment Centers of America for eight years. In addition to his advisory role, West serves as Market President at First National Bank and owns a ranch business through Scythe Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios available through a national network of investment adviser representatives.

Makenna Ellerman is a Series 66-licensed financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, she held roles at Cetera and Eliason Financial. Outside of financial advising, she owns and operates Makenna Ellerman Rodeo & Horse Training in Story, Wyoming. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and a range of brokerage and insurance products through its integrated platform.

Parker Call is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has worked at Thrivent Financial and its investment management division since 2020. Outside of his advisory role, he serves as Lion Tamer on the board of the Cody Lions Club, a philanthropic organization assisting community members with visual impairments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across multiple financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Christopher Prosinski is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience and a Series 66 designation. His prior work history includes a role with the Chicago Bears from 2015 to 2018. Prosinski is also involved in managing Eliason Financial LLC, focusing on employee management and human resource administration. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a variety of investment options and employs firm-provided tools for portfolio construction and management.

Patrick Johnson is a CFP® with 25 years of industry experience and has been with Stifel since 2009. He is based in Sheridan, Wyoming, and holds a Series 66 license. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm’s offerings include fee-based financial planning and model allocations intended to guide client decisions.

Laurie Ross is a financial advisor at LPL Enterprise with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously spent 34 years at Pruco Securities, LLC. In addition to her advisory role, she markets and services a Chamber of Commerce health insurance benefit plan in the Sheridan, Wyoming area and sells Medicare Supplement plans through Mutual of Omaha, Aetna, and Cigna. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various asset management and insurance products through an integrated platform combining advisory and brokerage capabilities.

Victoria Zier is a CFP® professional with eight years of experience at Edward Jones in Sheridan, WY. She has been with Edward Jones since 2015, with prior experience at the University of Wyoming. Outside of her advisory duties, she is involved in property management as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies alongside affiliated mutual funds and trust services.

Anna Bailey is a CFP® professional with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. She has worked with firms including Cetera, LPL Financial, and Stifel Nicolaus. Outside of her advisory role, she is the CEO of Forever Sunrise, Inc., overseeing the development of a smartphone application called iXnay. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining a distinctive municipal advisor affiliation and offering specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Gregory Sloat is a financial advisor with Edward Jones, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Angela Dewald Simmons is a ChFC® credentialed financial advisor with 25 years of experience at Edward Jones, where she has worked since 2001. Based in Sheridan, WY, she also contributes to a clothing company, Long Live Life LLC, by assisting with marketing and event sales. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

Brock Boedecker is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2022. He has three years of industry experience and previously held roles at Helena Softserve, Inc. Outside of his advisory practice, Boedecker holds ownership interests in several restaurant and real estate entities in Sheridan, Wyoming, with limited personal involvement. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and a comprehensive investment framework to support its client services.

John Camino is a financial advisor with OSAIC who holds a Series 66 credential and has one year of industry experience. Prior to his current role, he ran Branded Bookkeeping, LLC for six years and worked for Sheridan County School District No. 2. Outside of advising, he serves as a minority owner of Verity Group CPA, LLC, and is an elected city councilman and vice mayor for the City of Buffalo, Wyoming. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include various asset classes, and supports both discretionary and non-discretionary management with access to third-party money managers and wrap programs.

Robert Mcvey III is a financial advisor with Raymond James & Associates in Sheridan, Wyoming, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including ten years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Mcvey joined Raymond James & Associates in 2025. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Nicholas Walton is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and has been associated with Morgan Stanley and its Private Bank since 2022. He also spent time working with the University of Wyoming Foundation in 2024. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services that utilize firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers a comprehensive range of investment and planning solutions.

Douglas Hockett is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Outside of his advisory role, he serves on the Board of Directors for the RMS Invitational Golf Tournament, a charity event in Wyoming. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Carson Hogan is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2007. He has 18 years of industry experience and is based in Sheridan, Wyoming. Outside of his advisory role, Hogan serves as a board member of the Cody Lion’s Club and is a member at large of the Olive Glenn Golf Club in Cody, Wyoming. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm provides written recommendations across various financial topics and allows clients to combine planning with a managed-account program under a consolidated billing option.

Christopher Walton is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he serves on the advisory board of Provision Fund, a nonprofit focused on children, youth, and community activities in Sheridan, Wyoming. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Susan Garber Johnson is a financial advisor with LPL Financial and holds a Series 66 designation. She has 20 years of industry experience, including over two decades at D.A. Davidson & Co. Outside of her advisory role, she is an artist and musician and owns Pneuma Camp in Story, Wyoming. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diversified advisory programs, financial planning, and retirement plan consulting supported by both discretionary and non-discretionary management and research from multiple sources.

Peter Eliason is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Osaic since 2003 and also worked at Financial Dimensions Group, Inc. for over two decades. Beyond his advisory role, Eliason serves on the board of Whitney Benefits and is involved in managing an event venue run by family members. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to various managed account platforms. The firm employs asset-allocation tools and risk assessments to build portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments, managing accounts on both discretionary and non-discretionary bases.

Benjamin Huber is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Charles Schwab and KeyBank Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Carter Hogan is a financial advisor with Thrivent Investment Management in Sheridan, Wyoming, holding a Series 66 credential and six years of industry experience. He has been with Thrivent since 2020 and previously held roles at Southwestern Oklahoma State University and Buffalo Run Golf Course. Hogan serves as a board member for Yellowstone Beerfest and as secretary for the Cody Lions Club, both local nonprofit organizations focused on community events and charitable causes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Marcia Bonnet is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market outlook models.

Franklin Boley is a CFP® and CFA® credentialed financial advisor with 27 years of industry experience. He is currently with LPL Financial and previously worked at D.A. Davidson & Co. for 28 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various technology-driven solutions.

William Pelissier is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior roles include positions at the University of Wyoming College of Business and Big Horn High School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Adrienne Lewallen is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works as an independent contractor providing face painting services for public and private events. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured tools and firm-wide investment research.