Top financial advisors working with retirees in Gillette, WY

The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.

When you’ve retired and are managing your income streams, it’s crucial to plan for how long your savings need to last and how to handle unexpected expenses. Without a focus on retirement-specific challenges, advisors might overlook how to balance income, taxes, and legacy goals effectively.

  • Income sustainability. Ask how they model your spending and income sources to avoid running out of money.
  • Federal tax planning. Since Wyoming has no state income tax, confirm how they optimize your federal tax situation, including Social Security and investment income.
  • Estate and trust expertise. Wyoming’s favorable trust laws can impact your legacy plans; check their experience with trusts and asset protection.
  • Property and sales tax awareness. Understand how they incorporate local taxes into your overall retirement budget.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

user avatar

Nita R

CFP®, Series 63

Gillette, WY

LPL Financial

Nita Rieniets is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial since 2017. She previously worked at Investment Centers of America, Inc. for 22 years. Rieniets is a co-owner of Rieniets Financial Planning and serves as an officer of Rieniets Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by various model portfolios, third-party research, and technologies such as machine learning.

College savings (529s, UTMA, etc.)
user avatar

Nichole A

Series 63

Gillette, WY

Primerica Advisors

Nichole Adams is a financial advisor at Primerica Advisors with 10 years of industry experience. She has worked at Primerica Advisors since 2012 and has prior experience with the Northern Wyoming Mental Health Center and the City of Sheridan. Outside of her advisory role, Adams is involved in health coaching with Optavia LLC, owns a transformational coaching business, and works as a substitute teacher in the Campbell County School District. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a percentage-based tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Tyler B

Series 66

Gillette, WY

D.A. DAVIDSON & Co.

Tyler Brueckner is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under fiduciary standards and participates in municipal underwriting activities, distinguishing it from many enterprise advisors.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals

Katrin W

ChFC®, Series 66

Gillette, WY

Edward Jones

Katrin Wagner is a financial advisor at Edward Jones with six years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2020, she worked at Pinnacle Bank for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 advisors and managing approximately $1.01 trillion in assets under management.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
user avatar

Joshua P

Series 63, Series 65

Gillette, WY

Tlg Advisors, Inc.

Joshua Pierce is a financial advisor with TLG Advisors, Inc. based in Gillette, Wyoming, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His previous roles include positions at The Leaders Group, Inc., LPL Financial, LLC, and First Northern Bank of Wyoming. Outside of advising, he manages Timber Creek Ranch, where he is involved in cattle feeding and raising calves, and he also engages in public speaking on financial topics. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charities, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a digital investment program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
user avatar

Craig M

Series 63, Series 65

Columbia, SC

Capital Investment Advisory Services, LLC

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.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
user avatar

Wesley P

Series 63, Series 66

Fort Worth, TX

Wells Fargo Clearing

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.

Retired Founder/Business Owner
user avatar

Willie M

Series 63, Series 66

Cary, NC

Equitable Advisors

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.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Hassan A

Series 65, Series 63

Rockville, MD

LPL Financial

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar

Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

Advisors focused on

People also searched

Find advisors by type

Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")