Top financial advisors working with executives in Cody, WY

Timothy Mahieu is a financial advisor with Integrated Wealth Concepts LLC in Cody, Wyoming, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior work includes roles at LPL Financial, Level Four Advisory Services, and Wells Fargo Advisors. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income, with an emphasis on long-term strategies complemented by shorter-term trading for rebalancing or cash needs.

Kelby Scott is a financial advisor with Edward Jones in Cody, Wyoming, holding a Series 66 designation and having 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is involved with KRT Universal Works Limited Partnership, a business that holds land and cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Diane Martin is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Primerica Advisors and its affiliated Primerica Financial Services since 1987. Outside of her advisory role, she is involved in sales of home-related products through Primerica affiliates and serves as trustee of the Jack and Diane Martin Trust. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, with an operational model that allows it to curate and oversee its investment options.

Charles Winninger is a financial advisor with OSAIC based in Cody, Wyoming, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has managed Charles Winninger Investments since 2012 and has been with OSAIC Wealth Inc since 2010. Winninger oversees the OSAIC branch in Cody, where he manages portfolios, executes trades, and provides financial planning and investment recommendations. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable clients through an extensive network of advisors and advisory platforms. The firm combines brokerage and advisory services, utilizing asset allocation tools, risk assessments, and third-party managers to construct tailored portfolios across various asset classes on either discretionary or non-discretionary bases.

Scott Trulik is a financial advisor with Ameriprise Financial Services LLC in Glendale, CA, holding a Series 66 designation and 25 years of industry experience. He previously worked at LPL Financial, LLC for 22 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, using a non-discretionary approach supported by proprietary research and third-party data.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.