Large-firm financial advisors in Jackson, WY

Bryan Birrer is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he performs accounting and bookkeeping services through Kraig Kobert, CPA, P.C., where he has been involved since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various model portfolios and program structures.

Nathan Lundquist is a CFP® professional with 28 years of experience in financial advisory services. He is the sole advisor at Elevated Asset Management LLC, an independent firm based in Jackson, Wyoming, and has previously worked with Voya Financial Advisors and Mountain Range Financial Services. In addition to his advisory work, Lundquist is an independent insurance agent focusing on fixed insurance products. Elevated Asset Management LLC provides fee-based advisory services to individuals, high-net-worth clients, qualified retirement plans, and business entities. The firm offers tailored portfolio management and financial planning, employing various analysis methods and providing specialized services such as pension consulting and variable annuity management.

Elizabeth Millet is a financial advisor at Income Focus Portfolio Management in Jackson, Wyoming, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Income Focus Portfolio Management since 2013. Income Focus Portfolio Management primarily serves individual clients, non-profit organizations, corporations, and other business entities, offering discretionary portfolio management focused on income generation and principal preservation through fixed-income and selected equity investments. The firm manages approximately $362 million in assets and is known for its use of smaller, less liquid bond issues and customized security selection based on client-specific factors.

Josephine Schmillen is a Series 63 licensed financial advisor at Edward Jones with 37 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million 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 large nationwide network of financial advisors and branch offices.

Ryan Sapp is a financial advisor at Integrity Financial Corporation with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TDAmeritrade Inc. from 2013 to 2016 before joining Integrity Financial Corporation. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using index and actively managed mutual funds and ETFs, periodic rebalancing, and tax-aware portfolio construction, with alternative investments and family office consulting available for qualified clients.

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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

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.