Top retirement plans for business owners (SEP, solo 401k) financial advisors in Cheyenne, WY

Colin Prestesater is a financial advisor with LPL Financial in Cheyenne, WY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and D.A. Davidson & Co. Outside of his financial career, Prestesater serves on several nonprofit boards, including the Fellowship of Christian Athletes, Spokane Rotary North, Believe In Me Foundation, and Joshua 1:9, supporting community and charitable initiatives. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 a large network of investment adviser representatives.

Karlynn Quist is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. Outside of her advisory role, she serves as treasurer for Cheyenne Regional Medical Center. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rosalyn Baker is a financial advisor with RW Baker Wealth Management Group LLC in Cheyenne, Wyoming. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and RBC Capital Markets Corporation. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages all assets on a non-discretionary basis with an emphasis on diversification, tax efficiency, and low-cost investment options.

Brian Lenell is a financial advisor with LPL Financial, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 27 years of industry experience, including 25 years at The O.N. Equity Sales Company and ongoing ownership of Personal Financial Solutions, Inc., an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with customizable strategies, supported by extensive operational tools and a broad platform that includes insurance and banking partnerships.

Brendan Ames is a financial advisor with RBC Capital Markets holding a Series 66 designation and one year of industry experience. His prior work includes roles at NuovoRE, the U.S. Senate, the City of Cheyenne, and Coldwell Banker - The Property Exchange. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.