Top financial advisors working with executives in Evanston, WY

Bradley Maples is a CFP® professional with 15 years of experience, currently serving at ELE Advisory Services, Inc. He has worked with Ele Wealth Solutions, Inc. and R And R Group since 2016. Outside of financial advising, he occasionally provides tennis lessons and has experience as a substitute teacher in Unita County School District. ELE Advisory Services, Inc. offers portfolio management, financial planning, and retirement seminars to individuals, business owners, and charitable organizations. The firm uses a customized investment approach based on fundamental analysis and documented risk tolerance, with most client accounts managed on a non-discretionary basis.

William Barker is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has five years of industry experience. His previous roles include positions at Royal Alliance, Mountain West Business Solutions, Vivint Smart Home, and Brigham Young University. Barker collaborates with other advisors on retirement plan solutions and insurance services, and he is involved in a business partnership focused on 401(k) plans and rollovers. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services alongside financial planning, retirement consulting, and access to managed account solutions. The firm employs a range of portfolio construction tools and supports various investment types across discretionary and non-discretionary accounts.

Summer Pendleton is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Prior to joining Ameriprise in 2023, she worked at Wells Fargo Clearing and Wells Fargo Advisors from 2010 to 2019. Outside of her advisory role, she supports a financial advisor through LFP Consulting, LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their approach includes a written Recommendation Report developed by a centralized service team that partners with financial advisors to implement tailored retirement solutions.

Heather Payne is a financial advisor with Edward Jones in Evanston, Wyoming. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved in a skincare products business called Pomifera. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Alexander Corriere is a financial advisor with Empirikal Partners LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Supreme Alliance LLC, Lincoln Investment, Legend Advisory Corporation, and running his own sole proprietorship focused on fixed life insurance and annuities sales. He also serves as a Major Reservist in the U.S. Army. Empirikal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $87.5 million across about 199 client relationships, offering tailored investment programs based on fundamental analysis and periodic portfolio reviews conducted by a team of ten advisors.

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.