Brad Orr is the sole advisor at Orr, Brad L., an independent firm based in Casper, WY. He holds a Series 63 designation and has 8 years of industry experience, with a career spanning over 20 years at his current firm. Orr, Brad L. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure and a variety of analytical methods, managing accounts primarily on a discretionary basis.

Arin Wesnitzer is a financial advisor at Pinnacle West Asset Management Inc in Casper, WY, holding a Series 65 designation with three years of industry experience. Prior to joining Pinnacle West Asset Management in 2022, Wesnitzer held positions at Centennial Woods LLC, True Companies, and the University of Wyoming. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term buy-and-hold investment strategy centered on strategic asset allocation and customized portfolios.

Lane Hunsicker is a financial advisor at Pinnacle West Asset Management Inc with seven years of industry experience. He holds a Series 65 designation and has worked at Pinnacle West since 2018. Prior to his advisory role, he taught at the University of Wyoming and has longstanding teaching roles at Natrona County High School and CY Junior High. Pinnacle West Asset Management is an SEC-registered firm that provides discretionary portfolio management to individuals, families, trusts, and various entities, managing approximately $229.5 million across about 88 client relationships. The firm follows a disciplined, long-term buy-and-hold investment philosophy focused on strategic asset allocation and customized portfolios, with a notable integration of accounting expertise among its principals.

Jacob Allen is a financial advisor at Salus Financial Advisors with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at CorePath Wealth Partners and Charles Schwab & Co., Inc. before joining Salus Financial Advisors. Salus Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans, providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $203 million for about 356 clients across five offices, emphasizing fiduciary-driven, customized portfolios with a long-term investment orientation.

John Lutz Jr. is a financial advisor with American Wealth Management, Inc. based in Casper, WY. He holds a Series 66 designation and has 23 years of industry experience. Since 2009, he has been associated with Yellowstone Partners, LLC. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm employs a diverse investment approach drawing on economic analysis and various strategies, offering both discretionary and non-discretionary services across multiple custodial platforms.

Alex Lutz is a financial advisor at American Wealth Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked previously in diverse roles including at Hilltop National Bank and North Platte Physical Therapy. American Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm’s investment approach combines micro- and macroeconomic analysis with fundamental and technical research, offering a range of strategies from long-term buy-and-hold to shorter-term trading and options.

Kendall Bryce is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and OSAIC. He serves on the Casper College Foundation Board. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Kelli Carmichael is an investment advisor at The AmeriFlex Group with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Osaic. Carmichael serves as a board member in a volunteer capacity. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Thomas Brock is a financial advisor with Geneos Wealth Management, Inc. in Casper, WY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Geneos Wealth Management since 2013 and also operates Brock Strategic Investments concurrently. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of financial planning and investment advisory services, utilizing various analytic approaches and investment strategies tailored to client needs.

Tony Lantis is a financial advisor with Kingsview Wealth Management, LLC in Casper, Wyoming, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Kingsview in 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment instruments and access to alternative investments and third-party managers.

Robert Robinson is a financial advisor at Kingsview Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following tenures at Wells Fargo Clearing and Wells Fargo Advisors from 2006 to 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

Jason Eiler is a financial advisor with Mutual of Omaha Investor Services, Inc. in Casper, WY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Mutual of Omaha since 2008. Outside of his advisory role, he serves on the boards of the Qigong Sensory Training Institute and the Memorial Hospital Board of Trustees, and holds leadership positions at Lighthouse Baptist Church. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management programs.

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.

Michael Schulte is a financial advisor with Primerica Advisors based in Casper, Wyoming, holding a Series 66 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2013. Schulte serves on the board of directors for Advance Casper, a local community organization. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Brenda Janikowski is a CFP® professional with 14 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has worked previously with The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Outside of her advisory role, she is a cattle rancher and president of PJ Cattle Company, LLC, and serves on the City of Casper Finance Committee advising on investment policy. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, families, institutions, and businesses. The firm employs a long-term investment approach that incorporates both active and passive strategies within an enhanced open architecture framework.

Daniel Christensen is a financial advisor with Eagle Strategies (New York Life) based in Casper, Wyoming. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Eagle Strategies, he was involved with Footprints Financial and Blacktooth Brewing Company. Christensen serves on the boards of the Pro-Park Association and Central Wyoming Hospice and Transitions, contributing to community tenant relations and hospice services. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Marcus Nolan is a financial advisor with Primerica Advisors in Casper, Wyoming, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, WestPac Wealth Partners, and Charles Schwab. Outside of his advisory role, Nolan officiates youth basketball games as an independent contractor. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary advisory programs and third-party manager platforms. The firm implements investment strategies through a combination of model portfolios, third-party managers, and digital advice solutions, supporting a variety of account types and investment vehicles.

Eric Young is a financial advisor with Primerica Advisors in Casper, Wyoming, holding Series 63 and Series 65 licenses. He has worked in the financial industry since 2007, including roles at Primerica Financial Services and Wyoming Freedom Financial, and has been with Primerica Advisors since 2018. Outside of his advisory work, he has been involved with Wyoming Freedom Financial since 2015. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on model delivery rather than institutional pension or profit-sharing plan management.

Steven Moore is a financial advisor with OSAIC in Casper, Wyoming, holding a Series 63 designation and 43 years of industry experience. His career includes 36 years at Linsco/Private Ledger Corp. and one-year tenures at Lincoln Financial Advisors and OSAIC. Outside of advising, he works as an insurance agent offering disability and traditional life insurance, as well as fixed and fixed-indexed annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers access to a wide range of investment products and third-party managers.

Jordan Malm is a financial advisor at LPL Financial in Casper, WY, holding a Series 66 designation. He has prior experience at Platte Valley Bank and worked briefly at Nate Hibben Law Office. Outside of his advisory role, he serves as a basketball referee for the Wyoming Youth Basketball Association. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.