Aaron Cruz

Vikash Mathura is a CFA® charterholder with five years of industry experience, currently serving as the sole advisor at Nemo Capital in Sheridan, Wyoming. He previously worked at TIM Partners KK and Objective Trading, and since 2019 has been affiliated with Tyton Wealth. Outside his advisory role, Mathura conducts consulting work on cryptocurrencies through his own company, Tsuru Capital LLC, based in Tokyo, Japan. Tyton Wealth provides portfolio management and investment advisory services to individual and high-net-worth clients, focusing on a global macro equities strategy that incorporates various analytical methods and trading techniques. The firm offers both discretionary and non-discretionary management and requires clients to custody assets through a specified broker-dealer.

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, Wyoming. Her prior roles include positions at Richey May & Co, Bank of America, Merrill Lynch, Securities America, and Charles Schwab. She also has experience working for the State of Wyoming. Pride of the West Financial provides financial planning, budgeting assistance, and investment advisory services to individuals and high-net-worth clients in Wyoming. The firm employs a long-term investment approach using fundamental and technical analysis, offering discretionary portfolio management alongside fee-for-service and hourly financial planning options.

Kristin Herbst is a financial advisor at Cypress Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Cypress Capital Management since 2011. The firm provides discretionary investment management and financial planning services for individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. Cypress Capital Management employs a full-cycle investment approach that incorporates macroeconomic analysis and a variety of equity-focused strategies, including preferred stocks, closed-end funds, ETFs, and covered-call option writing, while generally avoiding bond allocations.

Cristine Calkins is the principal advisor at Goose Valley Consulting, LLC, an independent firm based in Sheridan, Wyoming. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Goose Valley Consulting, she worked at Frontier Asset Management for twelve years. Outside of financial advising, she owns and operates Goose Valley Consulting, a non-investment business, and manages an Airbnb property in Sheridan. Goose Valley Consulting serves a small number of clients, including individuals, high-net-worth individuals, and trusts, focusing on written financial plans, one-time consultations, and as-needed advice rather than ongoing portfolio management. The firm uses fundamental analysis to develop tailored plans and refers clients to third-party money managers when active asset management is desired.

Matthew Ebzery is a financial advisor at Cypress Capital Management, LLC with 18 years at the firm and 12 years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he serves on the board of the Wyoming State Golf Association and is a trustee of the Ilsley Foundation. He also has ownership interests in several non-investment-related local businesses, including a restaurant and an oil company. Cypress Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. The firm employs a full-cycle investment approach based on macroeconomic analysis and uses a variety of equity-focused strategies, including private placements and IPOs.

Robert Johnson is a financial advisor at Elevate Wealth Management in Sheridan, WY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Frontier Asset Management and Range. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting services to individuals, families, trusts, retirement plans, and select institutional clients. The firm employs diversified strategic and tactical asset allocation using a combination of equities, fixed income, mutual funds/ETFs, and alternatives, integrating fundamental and quantitative analysis alongside model-manager selection.