Top advisors focused on executive in Wyoming

Carol Lee is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She has held positions at Edward Jones since 2021 and has a work history including roles at C & C Safety Service, Memorial Hospital of Sweetwater County, and Aaron's Water Service Inc. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Andrew Fortuna is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked with LPL Financial since 2021 and has prior experience in various roles including involvement with community organizations such as Rotary of Rock Springs and United Way of Southwest Wyoming. Fortuna has also been engaged in entrepreneurial activities, including ownership of Ken Fortuna LLC and Tuna Holdings LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, allowing advisors to utilize model portfolios, third-party managers, or customized strategies tailored to client needs.

Mark Rude is a financial advisor with Eagle Strategies (New York Life) based in Casper, Wyoming. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes over two decades at New York Life and its affiliated entities prior to joining Eagle Strategies in 2019. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Kiley Ingersoll is an Investment Adviser Representative at FBL Wealth Management, LLC with a Series 66 designation and no prior industry experience. Before joining FBL, Kiley worked at the Wyoming Business Council and Uinta B.O.C.E.S. #1. Outside of advising, Kiley is involved in insurance sales and owns an insurance services LLC. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party portfolio managers and sub-advisers, and offers written financial planning along with educational seminars and newsletters.

Deborah Oneil is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. She has worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining AEM Partners, LLC and Assured Equity Management Corporation in 2022. In addition to her advisory roles, she serves as Vice President and Director of AEM Business Services Corp., providing legal counsel and strategic oversight, and acts as a partner at AEM Partners LLC, offering financial and investment advice to business owners and individuals. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance-contract advisory services.

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Jeffrey Park is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. He has worked at Merrill in multiple capacities since 2011, with brief stints at JPMorgan Chase Bank and J.P. Morgan Securities in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies and manager-constructed portfolios, with oversight from its CIO and platform management, and leverages its affiliation with Bank of America to support trading, lending, and capital markets activities.

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 at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife and MetLife Securities. Outside of her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and tools to analyze client goals and deliver written financial recommendations.