Donald Gervais is the principal of Gervais Capital Management, LLC, an independent advisory firm. He holds the CFA® designation and Series 63 license and has 25 years of industry experience. Prior to founding his firm in 2018, he worked for Allianz Global Investors for five years. He serves on the boards of Friends of Pathways and the Teton Village Water & Sewer District and is involved with the Development Committee for The Teton Science Schools. Gervais Capital Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a written Investment Policy Statement tailored to each client and employs a combination of fundamental, quantitative, technical, and cyclical analyses across a diverse range of investment instruments.

Frank Reichel is a CFA® charterholder with 23 years of industry experience. He founded Reichel Management Company LLC in 2021 after spending 21 years at Thompson, Siegel & Walmsley LLC. In addition to his advisory role, he serves as trustee for 12 non-client trusts. Reichel Management Company LLC provides discretionary asset management and financial planning services primarily to high-net-worth individuals. The firm employs fundamental analysis to create personalized asset-allocation strategies and conducts regular portfolio reviews including rebalancing and tax-loss harvesting.

Matthew Lusins is a CFP® and CFA® with five years of industry experience. He is the sole advisor at Bootpack Financial Partners, LLC and has previously worked at Boxer Capital, LLC and Convergence Investments. Bootpack Financial Partners provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, other investment advisers, and charitable organizations. The firm uses fundamental, quantitative, and modern portfolio theory analyses and typically pursues a long-term trading approach with quarterly account reviews and ongoing planning services.

Nathan Lundquist is a CFP® professional with 28 years of experience in financial advisory services. He is the sole advisor at Elevated Asset Management LLC, an independent firm based in Jackson, Wyoming, and has previously worked with Voya Financial Advisors and Mountain Range Financial Services. In addition to his advisory work, Lundquist is an independent insurance agent focusing on fixed insurance products. Elevated Asset Management LLC provides fee-based advisory services to individuals, high-net-worth clients, qualified retirement plans, and business entities. The firm offers tailored portfolio management and financial planning, employing various analysis methods and providing specialized services such as pension consulting and variable annuity management.

John Bishop is the sole advisor at Bishop, Jt in Jackson, Wyoming, holding a Series 65 credential. Although new to the financial advisory industry, he has extensive experience as the owner and responsible broker of Bishop's Realty since 2007, where he spends part of his time on real estate sales. Bishop, Jt provides discretionary portfolio management primarily to institutional clients such as high-net-worth individuals, trusts, pension funds, insurance companies, and state sovereign wealth funds. The firm employs a value-oriented investment approach focused on long-term ownership of large-capitalization U.S. stocks, managing client accounts on a discretionary basis without the use of mutual funds.

Keith Ohnmeis is a financial advisor at Pingora Partners LLC with 23 years of industry experience. He has worked at Pingora Partners since 2008 and previously at Goff Capital Inc. from 2007 to 2018. Outside of his advisory role, he is a co-owner of Lodgepole Art Partners, an art auction business based in Wilson, Wyoming. He also serves on the advisory committee for the Open Prairie Opportunity Fund, which operates investment funds focused on agriculture and farmland. Pingora Partners LLC provides discretionary, customized asset management to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm employs active investment strategies and manages a multi-hundred-million dollar asset base with a relatively modest number of client relationships, allowing for bespoke allocations to less liquid and complex investments.

Noah Dreyfuss is the sole advisor at Dreyfuss Capital Management LLC in Jackson, WY, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Citi Personal Wealth Management, and Certior Financial Group. In addition to his advisory role, he is a licensed insurance agent working with clients on insurance needs. Dreyfuss Capital Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and other registered investment advisers as a sub-advisor. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches, focusing primarily on individual equities alongside mutual funds, ETFs, fixed income, and non-U.S. securities, and uses the Schwab Institutional platform to deliver separately managed account solutions.

Stephen Scott is a financial advisor at Scott Investment Advisors, L.P. with three years of industry experience. He holds Series 63 and Series 65 designations and has been involved with ScottAdvisors.com, Inc. since 1997, where he serves as president and owns a majority stake in Scott Investment Advisors, L.P. Scott Investment Advisors, L.P. provides discretionary portfolio management primarily for qualified corporate plans, individual IRAs, trusts, and corporate taxable accounts. The firm uses a combination of fundamental and quantitative analysis with a multi-variant optimization approach to implement tax-aware, long-term investment strategies across a range of asset classes including ETFs and closed-end funds.

Elizabeth Millet is a financial advisor at Income Focus Portfolio Management in Jackson, Wyoming, with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Income Focus Portfolio Management since 2013. Income Focus Portfolio Management primarily serves individual clients, non-profit organizations, corporations, and other business entities, offering discretionary portfolio management focused on income generation and principal preservation through fixed-income and selected equity investments. The firm manages approximately $362 million in assets and is known for its use of smaller, less liquid bond issues and customized security selection based on client-specific factors.

David Elan is a CFP® and CFA® professional with 20 years of industry experience. He has been with Income Focus Portfolio Management since 2012, where he is one of three advisors. The firm serves individual clients, non-profit organizations, corporations, and other business entities, focusing on income generation and principal preservation through fixed-income investments and selected equity exposures. Income Focus manages approximately $362 million in discretionary assets and is known for its use of smaller, less liquid bond issues and tailored security selection strategies.

Arik Griffin is a Series 65-licensed financial advisor with Income Focus Portfolio Management in Jackson, Wyoming, where he has worked since 2016. He has six years of industry experience and serves as Chief Financial Officer of Vertical Harvest, a hydroponic greenhouse operation. Income Focus Portfolio Management serves individual clients, nonprofits, and business entities with a focus on income generation and principal preservation through fixed-income and selected equity investments. The firm manages approximately $362 million in discretionary assets and employs a distinctive approach that includes the use of odd lots, lower-rated bonds, and client-specific security selection criteria.

Randol Curtis is a CFA® charterholder and Series 63 licensee with eight years of industry experience. He is currently with Thryve Wealth Management, where he has worked since 2025. His prior experience includes roles at Strive Asset Management, One Capital Management, and C Quadrat Asset Management Ltd. Thryve Wealth Management is an SEC-registered adviser serving individuals, high-net-worth clients, foundations, endowments, and corporations. The firm uses a Core-and-Satellite investment approach focused on U.S. markets, systematic rebalancing, and tax-efficient management, with an emphasis on alternative allocations and selective inclusion of digital assets.

Jason Mckinney is a financial advisor at Integrity Financial Corporation with 15 years of industry experience. He holds a Series 66 designation and has worked at Integrity Financial Corporation since 2011 and at J.B. McKinney since 2013. Outside of financial advising, he owns and operates Headwaters Armory, a firearms training business. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach centers on asset allocation and Modern Portfolio Theory, utilizing index and actively managed funds, with additional services for accredited clients including alternative investments and family office consulting.

Scott Wilson is a financial advisor with Integrity Financial Corporation in Jackson, WY. He holds the CFP® designation and Series 65 license and has seven years of industry experience. Prior to joining Integrity Financial Corporation in 2020, he worked at Forbes Capital Solutions, Inc. from 2014 to 2020. Outside of his advisory role, Mr. Wilson owns and operates Fintent, LLC, an accounting and tax business. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm emphasizes asset allocation and Modern Portfolio Theory, using index and actively managed funds, tax-aware strategies, and alternative investments for qualified clients, and serves as a sub-advisor to a private insurance-dedicated fund.

Lowell Mccarthy is a financial advisor at Integrity Financial Corporation with four years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corporation and Opus Financial Advisors. His background includes roles outside finance, such as positions at Amherst Wine and Liquors and Canisius College. Integrity Financial Corporation offers wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s approach emphasizes asset allocation and Modern Portfolio Theory, utilizing index and actively managed mutual funds and ETFs, with additional alternative investment options for qualified clients.

Theodore Steelman is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently with Integrity Financial Corporation, where he has worked since 2023. Prior to this, he held positions at Bank of America and Merrill Lynch. Outside of his advisory work, he was involved with University of Florida RecSports from 2018 to 2021. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, business owners, family offices, and corporate plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing a combination of index and actively managed funds, with access to alternative investments and family office consulting for qualified clients.

Loren Wengerd is a financial advisor at Integrity Financial Corporation with three years of industry experience. He holds a Series 65 designation and has been with Integrity since 2022. Outside of his advisory role, Loren owns and operates Halo Audio, LLC, a non-investment-related business he has managed since 2013. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business owners, and family offices. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing both index and actively managed funds, and provides alternative investments and family office consulting for qualified clients.

Bradley Improta is a CFP® professional with over eight years of experience in the financial industry. He has worked at Planning Alternatives Ltd since 2024 and previously held roles at Two Ocean Builders and StreetAccount (FactSet). Planning Alternatives, Ltd. provides wealth management services to individuals, pension and profit-sharing plans, trusts, foundations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach with a focus on low-cost implementation and serves as a 3(38) fiduciary investment manager for qualified retirement plans.

Heather Fulton is a CFP® professional at Planning Alternatives Ltd with seven years of industry experience. She previously worked at Fisher Investments and US Bank before joining Planning Alternatives in 2025. Planning Alternatives Ltd provides wealth management services to individuals, pension and profit-sharing plans, trusts, foundations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach with a focus on low-cost implementation and serves as a 3(38) investment manager for qualified retirement plans.

Logan Thompson is a financial advisor with Integrity Financial Corporation in Sacramento, CA. He holds a Series 65 designation and has five years of industry experience. Prior to joining Integrity Financial Corporation in 2020, he worked at CAHP Credit Union, Schools Financial Credit Union, and Umpqua Bank. In addition to his advisory role, Thompson serves as an Officer Relations Manager at CAHP Credit Union, focusing on business development and relationship management. Integrity Financial Corporation provides wealth management, financial planning, retirement plan consulting, and investment advice to individuals, high-net-worth clients, business owners, family offices, and corporate pension and profit-sharing plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, implemented through mutual funds, ETFs, and tax-aware portfolio construction, with additional alternative investment options for qualified clients.