Paul Roberts

Terra Norton is a financial advisor with Avantax Planning Partners, Inc. in Gillette, WY, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Prior to joining Avantax, Norton worked at ProEquities, Inc. for 16 years and has been a partner and accountant at Above The Line CPAs since 2003. She serves as a volunteer board member for the Women's Resource Center of Northeast Wyoming, a nonprofit crisis pregnancy center. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based style allocation strategies and discretionary portfolio management. The firm operates within a larger corporate group and offers tax-intelligent overlays, centralized trading, and access to pension consulting through affiliated entities.

Lori Hubbard is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with the firm since 1996. In addition to her advisory role, she serves as a Notary Public for the State of Wyoming. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

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.

Whitney Jelinek is a financial advisor with Edward Jones in Gillette, Wyoming, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at the Campbell County Senior Center and Beach Body. Outside of her advisory role, Whitney is involved in a crochet business called Whitney Stitches. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Angela Claggett is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Claggett is based in Gillette, Wyoming. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.

Madison Robidart is a financial advisor with Eagle Strategies (New York Life) based in Gillette, Wyoming. She holds Series 63 and Series 65 licenses and has four years of industry experience. Madison previously worked at Campbell County Memorial Hospital and operates Summit Ridge Financial Group LLC, through which she sells New York Life products and brokers non-registered insurance products. She is also the owner of Momtrepreneurs of Wyoming, a networking group for mothers. Eagle Strategies LLC serves individuals, 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, operating as an indirect subsidiary of New York Life.