Top options & derivatives strategies financial advisors in Sheridan, WY

Aaron Cruz is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at IFP Securities, LLC, Cetera Advisors LLC, and AXA Advisors, LLC. He also provides financial education to individuals in drug and alcohol rehabilitation through his involvement with Unbroken, LLC. PlanMember Securities Corporation specializes in retirement-plan advisory services for employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling, operating as both a broker-dealer and investment adviser.

Catherine Teichert is a financial advisor at Forty North Wealth with five years of industry experience. She previously worked at Frontier Asset Management, ACA Global, and Panoramic Investment Advisors. Outside of her advisory role, she serves on the Board of Directors for the Sheridan YMCA, acting as Treasurer and Chairman of the Finance Committee. Forty North Wealth serves individual and high-net-worth clients, as well as institutions and retirement plans, offering discretionary investment management and financial planning. The firm emphasizes tailored portfolios based on client objectives and employs multiple platforms and sub-advisors to implement and manage investments.

Kevin Clapham is a financial advisor with Eagle Strategies (NY Life) based in Sheridan, Wyoming, holding Series 63 and Series 65 licenses and totaling 18 years of industry experience. His career includes roles with New York Life Insurance Company and NYLIFE Securities LLC dating back to 2007, as well as ownership of Momentum Capital Group, LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and integrates insurance and annuity products within its offerings.

Robert Mcvey III is a financial advisor with Raymond James & Associates in Sheridan, Wyoming, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including ten years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Mcvey joined Raymond James & Associates in 2025. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Alissa Sykes is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Pride of the West Financial, LLC in Sheridan, WY. Her prior roles include positions at State of Wyoming, Richey May & Co, Bank of America, Merrill Lynch, Securities America, and Charles Schwab. Pride of the West Financial manages discretionary assets primarily for individuals and families, offering investment advisory, comprehensive financial planning, and budgeting assistance. The firm employs a long-term investment approach based on fundamental analysis supplemented by technical and third-party research and maintains operational practices that include individualized trade execution and direct client proxy solicitation.

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.

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.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.