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, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC in 2021, he worked at Mountain West Business Solutions, Vivint Smart Home, and Brigham Young University. He works jointly with other advisors on retirement plan solutions and 401(k) plans, and is involved in insurance sales and service. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to multiple advisory platforms and third-party money managers.

Summer Pendleton is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Ameriprise since 2023. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. Pendleton is also involved with LFP Consulting, LLC, supporting financial advisors through payroll and benefits services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement service uses proprietary research and algorithmic tools to create personalized recommendation reports delivered in collaboration with advisors.

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 credentials and over 22 years of industry experience. His prior roles include positions at Supreme Alliance LLC, Lincoln Investment, and Legend Advisory Corporation, alongside operating a sole proprietorship focused on fixed life insurance and annuities. Corriere also serves as a Major Reservist in the U.S. Army. Empirikal Partners is a team-based registered investment adviser serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management, ERISA retirement-plan advisory services, and hourly financial planning, tailoring portfolios based on fundamental analysis and ongoing monitoring.

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, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.