Top business exit / sale strategy financial advisors in Casper, WY

Kendall Bryce is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and OSAIC. He serves on the Casper College Foundation Board. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Katelyn Broome is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. She previously worked at Lincoln Financial Advisors and held positions at credit unions and in the hospitality and restaurant industries. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and complex corporate arrangements.

John Lutz Jr. is a financial advisor with American Wealth Management, Inc. in Casper, WY, holding a Series 66 designation and 24 years of industry experience. He previously worked at Wells Fargo Investments from 2002 to 2009 and Yellowstone Partners, LLC from 2009 to 2011. American Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm offers asset and portfolio management, financial planning, and both discretionary and non-discretionary investment management, employing tactical and strategic approaches that incorporate macro- and microeconomic analysis, fundamental and technical research, and option strategies.

Theodore Grooms is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. He previously worked at Avantax Advisory Services and 1ST Global Advisors, and maintains a longstanding ownership role in First Western Federal Savings Bank. He serves as chair of the examining committee on the board of directors for Wyoming Trust Co. and acts as trust protector for multiple family trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Mark Gilbertson is a financial advisor with LPL Financial in Casper, Wyoming, holding Series 63 and Series 65 credentials and 16 years of industry experience. Before joining LPL Financial in 2016, he worked at Northwestern Mutual Investment Management from 2014 to 2016. Since 2022, he has also been involved with Nordland Strategies Inc, a business entity used for tax and investment purposes. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.