Top financial advisors working with high-net-worth individuals 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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.