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Terra N
Series 63, Series 65
Gillette, WY
Avantax Planning Partners, Inc.
Terra Norton is a financial advisor with Avantax Planning Partners, Inc. in Gillette, WY, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Prior to joining Avantax, Norton worked at ProEquities, Inc. for 16 years and has been a partner and accountant at Above The Line CPAs since 2003. She serves as a volunteer board member for the Women's Resource Center of Northeast Wyoming, a nonprofit crisis pregnancy center. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based style allocation strategies and discretionary portfolio management. The firm operates within a larger corporate group and offers tax-intelligent overlays, centralized trading, and access to pension consulting through affiliated entities.
Lori H
Series 63, Series 65
Gillette, WY
D.A. DAVIDSON & Co.
Lori Hubbard is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has been with the firm since 1996. In addition to her advisory role, she serves as a Notary Public for the State of Wyoming. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.
Tyler B
Series 66
Gillette, WY
D.A. DAVIDSON & Co.
Tyler Brueckner is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under fiduciary standards and participates in municipal underwriting activities, distinguishing it from many enterprise advisors.
Whitney J
Series 66
Gillette, WY
Lincoln Investment
Whitney Jelinek is a financial advisor with Edward Jones in Gillette, Wyoming, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at the Campbell County Senior Center and Beach Body. Outside of her advisory role, Whitney is involved in a crochet business called Whitney Stitches. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.
Angela C
Series 63, Series 66
Gillette, WY
Empower Advisory Group
Angela Claggett is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Claggett is based in Gillette, Wyoming. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates rather than short-term forecasts.
Madison R
Series 63, Series 65
Gillette, WY
Eagle Strategies (NY Life)
Madison Robidart is a financial advisor with Eagle Strategies (New York Life) based in Gillette, Wyoming. She holds Series 63 and Series 65 licenses and has four years of industry experience. Madison previously worked at Campbell County Memorial Hospital and operates Summit Ridge Financial Group LLC, through which she sells New York Life products and brokers non-registered insurance products. She is also the owner of Momtrepreneurs of Wyoming, a networking group for mothers. Eagle Strategies LLC serves individuals, 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, operating as an indirect subsidiary of New York Life.
Joshua P
Series 63, Series 65
Gillette, WY
TLG Advisors, INC.
Joshua Pierce is a financial advisor with TLG Advisors, Inc. based in Gillette, Wyoming. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at The Leaders Group, Inc., LPL Financial, LLC, and Northwestern Mutual. Outside of advisory work, he owns and manages Timber Creek Ranch, where he is involved in livestock production and agricultural services, and he also engages in public speaking on financial topics. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors, offering services that include portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a distinctive direct-to-consumer program called Starlight Portfolios.
Paul R
Series 63
Gillette, WY
Primerica Advisors
Paul Roberts is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding a Series 63 designation and 16 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008. Outside of his advisory role, Roberts is involved with Roberts Consulting, LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while operating under a tiered wrap-fee structure.
Dustin F
Series 63, Series 65
Gillette, WY
Primerica Advisors
Dustin Freed is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2020. Outside of his advisory role, Freed owns and programs for Process Power and Control and operates Freed Consulting LLC, both non-investment-related businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading responsibilities.
William S
Series 63
Gillette, WY
Edward Jones
William Sturdevant is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a partner in an LLC named STURDY 6 PACK LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Toby G
Series 66
Gillette, WY
Edward Jones
Toby Gorsuch is a financial advisor with Edward Jones in Gillette, WY, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he is listed as a member of GS Motor Xpress LLC, a trucking company based in Gillette. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.
Andrew N
Series 63
Gillette, WY
Primerica Advisors
Andrew Norton is a financial advisor with Primerica Advisors in Pine Haven, Wyoming, holding a Series 63 designation and 10 years of industry experience. He has been with Primerica Advisors since 2015 and previously worked briefly at Sears Hometown. Outside of his advisory role, Norton is a partner in Generation Property Group, LLC, where he assists in managing a mobile home park. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment approaches including Strategic, Tactical, Tax-Aware, and Income Distribution models.
Robert N
Series 63
Gillette, WY
Primerica Advisors
Robert Norton is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding a Series 63 designation and bringing nine years of industry experience. He has worked with Primerica Advisors since 2016 and has prior experience at Wyoming Machinery Company. Norton serves as a town council member in Pine Haven, Wyoming, and owns Generation Property Group LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients, primarily structured as a wrap-fee solution rather than institutional plan management.
Nita R
CFP®, Series 63
Gillette, WY
LPL Financial
Nita Rieniets is a CFP® with 38 years of industry experience, currently affiliated with LPL Financial since 2017. She previously worked at Investment Centers of America, Inc. for 22 years. Rieniets is co-owner of Rieniets Financial Planning and serves as an officer of RIENIETS FINANCIAL SERVICES, INC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.
Nichole A
Series 63
Gillette, WY
Primerica Advisors
Nichole Adams is a financial advisor at Primerica Advisors with 10 years of industry experience. She has worked at Primerica Advisors since 2012 and has prior experience with the Northern Wyoming Mental Health Center and the City of Sheridan. Outside of her advisory role, Adams is involved in health coaching with Optavia LLC, owns a transformational coaching business, and works as a substitute teacher in the Campbell County School District. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a percentage-based tiered wrap fee structure.
Clay S
Series 63, Series 65
Gillette, WY
Primerica Advisors
Clay Schweitzer is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services since 2020, as well as prior positions at AT&T and BEI. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.
Nicholas S
Series 63
Gillette, WY
Primerica Advisors
Nicholas Simque is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
C Jai C
Series 63
Gillette, WY
Primerica Advisors
C Jai Campbell is a financial advisor at Primerica Advisors with nine years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors and Primerica Financial Services since 2016. Prior to his financial services career, he was employed at High Glass Window Cleaners for three years. Campbell is also the owner of CJai Campbell, a self-employed business, and has involvement in sales of investment-related and home service products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.
Jace M
Series 66
Gillette, WY
Edward Jones
Jace Mc Namee is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Points West Community Bank and Jonah Bank of Wyoming. Outside of his advisory role, Mc Namee is involved with his family's auction company, McNamee Auction Company LLC., where he participates in occasional auction events, and he also serves as a sports broadcaster providing play-by-play and color commentary for local games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory and investment services supported by a network of over 23,700 advisors and holds approximately $1.01 trillion in assets under management.
Mary N
Series 63, Series 65
Gillette, WY
Primerica Advisors
Mary Nunley is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and previously spent over two decades with the Child Support Authority. Outside of her advisory role, she is a partner in Hauber Family, LLC, a family-owned ranch. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients via a tiered wrap-fee structure. The firm evaluates third-party asset managers using independent due diligence and delegates trading responsibilities to BNY Mellon Advisors.
Amber B
Series 63
Gillette, WY
Primerica Advisors
Amber Baker is a financial advisor at Primerica Advisors with nine years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily with a tiered wrap fee structure.
Megan Q
Series 63, Series 65
Gillette, WY
Primerica Advisors
Megan Quittschreiber is a financial advisor with Primerica Advisors in Gillette, WY, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at Primerica Advisors since 2019 and has prior experience with firms including Interstate PowerSystems and Manpower. Megan is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its investment solutions.
Ashley B
CFP®, Series 66
Gillette, WY
Edward Jones
Ashley Borgialli is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® designation and a Series 66 license and has been with Edward Jones since 2014. Outside of her advisory role, she is a freelance artist and art instructor, occasionally teaching adult education classes and selling her paintings, and she also sells farm products such as eggs from her chickens. 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 nationwide network of financial advisors and branch offices.
Bonnie J
Series 63, Series 65
Gillette, WY
Primerica Advisors
Bonnie Jardee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Primerica Advisors since 2011 and has been affiliated with Primerica Financial Services since 2010. Outside of her advisory role, Jardee is involved in investment-related business activities through ownership interests in Paintsville Corp and Jardee Enterprises, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee solution rather than traditional institutional plan management.
Katrin W
ChFC®, Series 66
Gillette, WY
Edward Jones
Katrin Wagner is a financial advisor at Edward Jones with six years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2020, she worked at Pinnacle Bank for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 advisors and managing approximately $1.01 trillion in assets under management.
Matthew H
Series 66
Gillette, WY
Cetera
Matthew Hines is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services Inc. He is also a staff accountant at A.B.C. CPA, PC, where he provides accounting, bookkeeping, and tax services. Outside of his financial roles, he serves as an authorized signer for Living Rock Church in Gillette, WY. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, supported by a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.
Catrina S
Series 63, Series 65
Gillette, WY
Primerica Advisors
Catrina Schlautmann Ruby is a financial advisor with Primerica Advisors in Gillette, WY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been associated with Primerica Financial Services and PFS Investments Inc. since 2016 and operates her own farm egg business and a ranch in Gillette. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure.
Lisa V
Series 66
Gillette, WY
LPL Financial
Lisa Vnoucek is a financial advisor with LPL Financial in Gillette, Wyoming, holding a Series 66 designation and 20 years of industry experience. She has worked at LPL Financial since 2016 and concurrently serves at First Interstate Bank since 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions.
Bethany W
Series 63, Series 65
Gillette, WY
Primerica Advisors
Bethany Wight is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding Series 63 and Series 65 licenses and three years of industry experience. Her career includes roles at Primerica Financial Services and various companies in sales and wellness sectors. Outside of financial advising, she is the owner and practitioner of Wyoming Energy Healing. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.
Ivan J
Series 63, Series 65
Gillette, WY
Primerica Advisors
Ivan Jardee is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Primerica Advisors since 2012 and was previously employed by Cloud Peak Energy for 10 years. Jardee is also co-owner of two investment-related entities formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Scott B
CFP®, Series 63
Gillette, WY
LPL Financial
Scott Barstad is a CFP® professional with 29 years of experience in the financial industry. He has worked at LPL Financial since 2016 and previously spent a decade at Cetera Investment Services. He also holds a longstanding role with First Interstate Bank, where he serves as Senior Vice President and Regional Manager. 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 broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
James R
Series 63
Gillette, WY
LPL Financial
James Rieniets is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. He worked at Investment Centers of America for 17 years before joining LPL Financial in 2017. Rieniets is co-owner of Rieniets Financial Services, Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.
Holly S
Series 66
Gillette, WY
Edward Jones
Holly Schneider is a Series 66 registered financial advisor at Edward Jones in Gillette, Wyoming, with 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a partner in E.H. Schneider Holdings, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.
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