Nicholas Besobrasow is a financial advisor at Alupka Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Badger Capital Advisors, LLC since 2011. He is based in Driggs, Idaho. Alupka Asset Management provides discretionary portfolio management primarily to individual investors and related pension plans. The firm employs a multi-strategy investment approach combining fundamental research and technical analysis, focusing on income and growth through publicly traded, fully liquid securities.

Justin Bowersock is a CFA charterholder and holds a Series 66 license, with 10 years of industry experience. He has worked at Rockhill Advisors LLC since 2017 and previously at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Rockhill Advisors LLC provides wealth management, investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a goal-based, long-term passive investment approach with diversified portfolios mainly composed of low-cost mutual funds and ETFs, managing client accounts on a discretionary basis.

Matthew Ward is a financial advisor with Encore 401K, LLC in Driggs, Idaho, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior experience includes roles at American Funds Distributors Inc. and The Capital Group/American Funds. Encore 401K provides advisory services to sponsors of qualified retirement plans and plan participants, offering fiduciary retirement plan consulting, participant education, and discretionary fiduciary management. The firm emphasizes streamlined fund-menu design and strategic long-term asset allocation, with a focus on pension consulting and ERISA-oriented services.

Kenyon Lederer is a CFP® and ChFC® with 33 years of industry experience. He is currently a financial advisor at Pinnacle Wealth Management, LLC and has held roles at Purshe Kaplan Sterling Investments and Pinnacle Asset Management, Inc. He is also licensed to sell fixed life insurance and annuity contracts. Pinnacle Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning services. The firm manages approximately $211 million in assets, offering diversified portfolios and tailored account supervision that includes fundamental and technical analysis, with options for integrating outside managers and alternative investments.

Richard Romano II is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors for 11 years before joining Stifel in 2023. Romano serves as a board member of the Teton Valley Community Resource Center. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process that utilizes proprietary market assumptions and probabilistic modeling to tailor asset allocation recommendations.

Trent Longnecker is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 1993 after graduating from the University of Arizona. Trent holds the CERTIFIED FINANCIAL PLANNER® (CFP®) professional designation as well as the Certified Exit Planning Advisor (CEPA®) credential. He is registered with FINRA holding Series 7, 31, 63, and 66 licenses. With over 30 years of experience, Trent and his team provide customized financial advice and guidance to affluent families, business owners, and foundations. His expertise covers areas such as family wealth management, legacy planning, college education planning, portfolio management, small business strategies, tax minimization, and managing new wealth. As of April 2024, his team manages over $750 million in client assets. Trent has been recognized repeatedly, having been named to Barron's "Top 1,200 Financial Advisors" list multiple times from 2010 to 2019 and in 2024, as well as to Forbes' "Best-in-State Wealth Advisors" list from 2021 through 2023. Trent currently lives in Phoenix with his wife, Tricia, and their two children. His son Tyler studies finance at the University of Arizona, and his daughter Tatum attends the University of Missouri, where she plays Division One volleyball. Outside of work, Trent enjoys golfing, skiing, traveling, and spending time with his family.

Theodore White III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is a co-trustee and beneficiary of a personal trust that owns rental property. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a notable focus on public finance and municipal services alongside its retail advisory offerings.

Adam Daniels is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he spent ten years at Mountain America Credit Union. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Parkhurst is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 19 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He currently works in Tetonia, Idaho. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and a wide range of portfolio management and financial planning services.

Barry Gangwer is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2008. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology through its Investment Strategy Group to provide forward-looking capital market analysis and asset allocation guidance.

Robin Sanchez is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. Prior to joining LPL Financial in 2024, Sanchez worked at Alpha Capital Management Group, Legg Mason Investor Services, Legg Mason & Co, and AllianceBernstein Investments. Outside of his advisory work, he is the owner of Vino Tinto Sommeliers LLC, a wine tasting business based in Denver, CO. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions, including financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.

Kenneth Dorn is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He has experience teaching financial workshops for individual investors at Saint Louis Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Michael Matthews is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is involved with nonprofit organizations focused on education and senior housing, including serving on investment committees for the Menlo Park Atherton Education Foundation and the Sacred Heart Schools Atherton Retirement Plan Advisory Committee. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocation to customize client plans.

Christopher Lannon is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019. Prior to that, he was with Key Investment Services LLC and The AYCO Company, L.P./Mercer Allied. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and multiple portfolio management options.

Michael Cummins is a financial advisor at Edward Jones with 40 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Douglas Brinker is a Series 65 licensed financial advisor with 20 years of industry experience. He is affiliated with Brinker Asset Management and has held a concurrent role at Industrial Risk & Insurance Services, Inc. since 1993, where he organizes and delivers proposals to potential clients. Brinker Asset Management serves primarily pooled vehicles and institutional clients, as well as high-net-worth individuals, providing investment management and advisory services that include a significant portion of non-discretionary mandates where clients retain final trading authority.