Craig Cook is a financial advisor at Wealth Design Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cook and Associates, P.C. and Wealth Design Consulting since 2011. Outside of his advisory work, he has served in the Wyoming Air National Guard since 2007. Wealth Design Consulting serves individual and high-net-worth clients by providing discretionary portfolio management and consulting on tax planning, retirement income, and estate and business succession planning. The firm integrates legal and financial planning through its affiliation with a law practice, supporting a coordinated approach to client needs.

Taylor Barton is a financial advisor at Markle Financial LLC in Laramie, WY, holding a Series 65 designation with four years of industry experience. Prior to joining Markle Financial in 2020, he worked at American Truck Business Services, UniWyo FCU, The Navigators, the University of Wyoming, and Laramie County Community College. Markle Financial provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and sponsors of pension and profit-sharing plans. The firm employs a range of analytical approaches and conducts due diligence on third-party managers while also serving as investment adviser to a private pooled investment fund.

Shannon Markle is a financial advisor at Markle Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Markle Financial and affiliated entities since 2011. Outside of advisory work, he is a licensed insurance agent and is involved in managing real estate investments and a real estate investment fund. Markle Financial LLC provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and plan sponsors. The firm employs a range of analytical approaches across multiple asset classes and conducts due diligence on third-party managers while serving as adviser to a private pooled investment fund.

Jennifer Cook is a financial advisor at Wealth Design Consulting, LLC in Laramie, Wyoming, holding a Series 65 designation with 10 years of industry experience. She has worked at Wealth Design Consulting since 2014 and previously at Cook and Associates, PC from 2006 to 2018. Wealth Design Consulting serves individual and high-net-worth clients by providing discretionary portfolio management and consulting on tax planning, retirement income, estate, and business succession matters. The firm integrates fundamental and technical analysis within its asset allocation strategies and benefits from its affiliation with a law practice, supporting combined legal and financial planning.

Zane Kuhbacher is a financial advisor at HP Wealth Management LLC in Laramie, WY, holding Series 63 and Series 65 licenses with one year of industry experience. He also works as a staff accountant at Highpoint CPAs, preparing tax returns and providing accounting services for individual, business, and nonprofit clients. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and fiduciary clients. The firm’s investment process combines strategic asset allocation with quantitative optimization and a mix of fundamental, technical, and value-oriented analysis, supported by its affiliation with HighPoint CPAs for integrated tax and investment advisory services.

Joseph Schwartz is a Series 65 licensed advisor with Markle Financial LLC in Laramie, WY, where he has worked since 2023. His prior experience includes roles at the University of Wyoming and in the hospitality and retail sectors. Markle Financial provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and pension plan sponsors. The firm uses a combination of analytical approaches and conducts due diligence on third-party managers while offering advisory and operational support to its affiliated private pooled investment fund.

Jason Roesler is a financial advisor at HP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at HighPoint CPAs and CPA Group of Laramie, where he worked for over a decade. Outside of his advisory role, he is the owner and practicing accountant at High Point CPAs. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and fiduciary clients, as well as financial planning and legacy-position management. The firm’s investment approach combines strategic asset allocation with proprietary quantitative models and a mix of fundamental, technical, and value-oriented analysis, supported by its affiliation with an accounting and tax practice.

Dennis Cook is a financial advisor with Wealth Design Consulting, LLC in Laramie, WY, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Cook & Associates, P.C. since 1993 and with Wealth Design Consulting since 2000. Wealth Design Consulting serves individual and high-net-worth clients with discretionary portfolio management and consulting on tax planning, retirement income, and estate and business succession. The firm employs a blend of fundamental and technical analysis, using asset-allocation frameworks and risk-adjusted measures, and is affiliated with a law practice that supports integrated legal and financial planning.

Matthew Amsberry is a CFA® charterholder with 12 years of industry experience. He is currently with HP Wealth Management LLC and HighPoint CPAs, where he serves as Chief Investment Officer and CPA. His prior experience includes roles at Advisers Investment Management, Inc., AMSBERRY & ASSOCIATES, PC, and the Archdiocese of Denver. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and individual clients. The firm integrates strategic asset allocation with quantitative and fundamental analysis and is affiliated with an accounting and tax practice, offering combined tax and investment advisory services.

Maia Thomas is a financial advisor at Fortitude Advisory Group L.L.C. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valda Partners, Purshe Kaplan Sterling Investments, Inc., and tru Independence Asset Management, LLC DBA Valda. Fortitude Advisory Group serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm uses a combination of in-house management and outsourced manager solutions, offering tailored investment advisory services and access to alternative investments when appropriate.

Nathan Wilson is a financial advisor with Compass Financial Management LLC in Bellevue, CO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has held roles at Simply Profitable Financial Programs LLC, Fighting For Main Street Consulting LLC, and Guidespring Wealth Strategies LLC. Outside of his advisory work, he is a content host for Independence Money Show, LLC, a subscription-based educational service. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Sven Lundell is a financial advisor with Valic Financial Advisors in Laramie, Wyoming, holding a Series 66 designation and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and currently serves as an agent with Agia. Outside of his advisory role, Lundell is a Notary Public for the State of Wyoming and manages a Wyoming-based limited liability company, The Lundell LLC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at a large scale with over 1,200 advisors.

Katie Ogden is a financial advisor with Principal Financial Services in Laramie, WY, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Her prior work includes roles at LPL Financial, BancWest Investment Services, and New York Life Insurance Company. Outside of her advisory role, she is the owner and operator of a livestock and show feed business and serves as president of a local social club. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with an emphasis on both adviser and promoter arrangements.

Thomas Musselman is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and approximately seven years of combined experience in financial services and education roles. His background includes positions at Fidelity Brokerage Services, the University of Wyoming, and Principal Securities Inc. Outside of finance, he was involved with Thump Colorado, LLC and Thump Coffee Denver Cap Hill, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions offered through various advisory and promoter arrangements.

Tony Layson Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages Snowypine LLC, an LLC that owns a real estate building in Laramie, WY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Steven Gosar is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is a member of the Albany County School Board in Laramie, WY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Anna Marie Halsey is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation and Series 66 license. She has worked at Edward Jones since 2013 and has been affiliated with Laramie County Community College since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Heeren is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Laramie, WY. He has four years of industry experience and has held roles at Cambridge Investment Research Inc., Strategic Partners Financial Group, and other organizations. Outside of advising, he is a chapter member of the Association of Financial Educators and serves as secretary on the Wheat Ridge Business Association board. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and utilizes multiple account platforms and third-party strategists to implement investment strategies.

Samantha Alcorn is a financial advisor at Edward Jones with Series 66 credentials. She has been in the industry since 2021, previously working at Uniwyo Federal Credit Union and as a self-employed professional. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate entities, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Jeffrey Eckert is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Investment Centers Of America, Inc. from 2012 to 2017 before joining LPL Financial in 2017. Eckert also owns JEFF ECKERT LLC, a home-based business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings.

Amie Lamborn is a Series 66-credentialed financial advisor with six years of industry experience, currently practicing at Ameriprise in Laramie, Wyoming. She has worked at Ameriprise since 2018 and previously spent over a decade at Dale Poledna Enterprises, Inc. Outside of her advisory role, she is involved with LFP Consulting, LLC, where she performs advisor and staff duties. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides comprehensive recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with a centralized consulting team to deliver tailored advice.

Lauren Miller is a financial advisor with LPL Financial in Laramie, Wyoming, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial and First Interstate Bank since 2017 and previously at Insurance Solutions from 2013 to 2016. Outside of her advisory role, she is involved in jewelry sales through Kendra Scott. 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 variety of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and cash-management options.

Patrick Purcell is a Series 66-licensed financial advisor at Edward Jones in Laramie, Wyoming, with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent seven years at First American Title. Outside of his advisory role, he is a partner in a commercial real estate LLC that owns his office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, and corporate clients. The firm offers a range of advisory strategies, tax-efficient services, and affiliated investment products, supported by a large network of financial advisors nationwide.

Melodie Davis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She worked at Keith B Downey for 20 years before joining Cambridge in 2018. Outside of her advisory role, she is also an independent insurance agent and is involved with Strategic Partners Financial Group as an advisor. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various platforms and third-party strategists to support customized investment solutions.

Eric Woltkamp is a financial advisor with Equitable Advisors in Laramie, WY. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at UniWyo Credit Union and Ding Sticks. 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 LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Blake Moore is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors and Downey and Associates. Outside of his advisory role, he is involved with the Association of Financial Educators as a member and consultant, and he also works as a golf caddy on a contract basis. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a range of investment approaches including model portfolios, third-party strategists, and both discretionary and non-discretionary management.

Stephen Grandpre is a financial advisor with LPL Financial in Laramie, Wyoming. He holds a Series 66 designation and has experience working at First Interstate Bank since 2022 and at Cheyenne County Club from 2010 to 2022. He also serves as a notary at First Interstate Bank. 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 variety of financial planning and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.

John Schaeffer is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 22 years of industry experience. He has worked at several firms, including Royal Alliance Associates and Transamerica Financial Advisors. Outside of finance, he owns a painting company and is involved in farm and ranch property maintenance. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a variety of investment strategies and account platforms.

Dale Sailors is a financial advisor at Osaic with 39 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Principal Life Insurance Company and Principal Securities Inc. He also operates a sole proprietorship selling fixed life insurance, long-term care insurance, and fixed annuities. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a range of investment programs and access to multiple custodial platforms.

John Scozzafava is a financial advisor with Edward Jones in Laramie, Wyoming, holding a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2021 and previously worked at the University of Wyoming for fourteen years. Outside of advising, he is involved in property management as the owner of a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Ninnemann is a CFP® and holds a Series 66 license with 17 years of experience in the financial industry. He has been with Edward Jones since 2009, working from their Laramie, WY office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.