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.

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.

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.

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.

Michael Bird is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Snowden Account Services, Inc. and Snowden Capital Advisors LLC since 2012. Bird also manages an investment partnership, Derrey Family Investments LLC, where he oversees investment sub-advisors. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, with a focus on client-specific models and global institutional as well as individual client relationships.

Thomas Bruno is a financial advisor at Robertson Stephens with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2017 to 2023, as well as Gerson Lehrman Group from 2015 to 2017. Bruno serves as a director on the finance and investment committee of St. John's Health Foundation, a nonprofit organization, where he contributes to long-term investment recommendations. Robertson Stephens Wealth Management provides advisory services to individuals, families, trusts, charitable organizations, and retirement plans, offering portfolio management, financial planning, tax and estate planning, insurance planning, and access to public and private funds. The firm combines advisor input with model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of the end of 2024.

Victor Haghani is a financial advisor at Elm Wealth with six years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Elm Partners Management LLC since 2012. Elm Wealth serves individuals, trusts, estates, charities, businesses, and pooled investment vehicles by providing discretionary portfolio management, financial planning, and investment advisory services. The firm employs a rules-based, dynamic asset-allocation process using low-cost funds and manages both private funds and an exchange-listed ETF.

Patrick Moore II is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 10 years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.

Ryan Poterack is a financial advisor with Mercer Global Advisors Inc. and holds Series 63 and Series 66 licenses. He has 22 years of industry experience and has worked at firms including Private Advisor Group, LLC, Kure Advisory, LLC, and Poterack Capital Advisory, Inc. He also holds an active life insurance license. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, employing a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory.

Mark Banner is a CFP® and ChFC® with 34 years of experience in the financial industry. He is currently affiliated with Cetera and has held roles at Murdock Financial Group and Cetera Advisors LLC. Outside of financial advising, Banner is involved in bee pollination and honey production through a partnership in Cache Mountain Honey, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining discretionary and non-discretionary solutions with access to third-party money managers and multiple program structures.

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.

Darrick Walker is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds a Series 63 designation and has worked at Bank of America, N.A. and Merrill since 2010. Outside of his advisory role, Walker is involved in managing multiple agricultural and farmland ventures, including almond and pistachio orchards, as well as overseeing real estate and timber assets. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based planning, discretionary portfolio management, and access to proprietary research and capital markets services.

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.

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.

D Manning is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2007. Outside of advising, he has served as a voting board member for the Honey Creek Vigo Conservancy District. Cambridge Investment Research Advisors serves a diverse client base including 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, utilizing model portfolios, third-party strategists, and multiple account platforms.

Andrew Schwertfeger is a financial advisor with Robert W. Baird & Co. in Wilson, Wyoming, holding a Series 66 designation and 17 years of industry experience. He has been with Robert W. Baird & Co. since 2008 and has additional business interests in broadcasting and property management. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real assets.

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.

William Abrams is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Republic Securities Company, First Republic Investment Management, and Fisher Investments. Abrams is based in Wilson, Wyoming. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

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.