Frontier Asset Management, LLC is a financial advisory firm based in Sheridan, Wyoming. It currently has approximately $1,445,101,292 of assets under management and employs about 50 people. Frontier Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Flat Rock Global is a financial advisory firm based in Jackson, Wyoming. It currently has approximately $552,433,220 of assets under management and employs about 10 people. Flat Rock Global uses a fee structure of a percentage of assets under your management and performance-based fees.

Harfst and Associates, Inc. is a registered investment advisor established in 2007, owned by Robby D. Harfst and Danette J. Harfst. The firm offers wealth management services, institutional management services, pension consulting services, and financial planning and consulting services. They provide discretionary and non-discretionary investment management services, tailored to individual client needs. Clients may have assets invested in predefined model portfolios or customized portfolios. The firm may use sub-advisors to manage investments on a discretionary basis, with fees ranging from .25% to .50% of assets managed by the sub-advisor. Advisory fees for wealth management services are based on a percentage of assets under management, with fees ranging from 1.25% to 0.40% based on asset levels. The firm practices investment discretion, allowing them to manage client investments within specified guidelines without prior client approval. Harfst and Associates, Inc. do not accept performance-based fees, participate in side-by-side management, or vote proxies on behalf of clients. The firm requires a minimum of $500,000 to open and maintain an advisory account. They conduct ongoing account reviews and provide detailed reports to clients. Harfst and Associates, Inc. prioritize client privacy and have policies in place to protect personal information.

Greybull Advisors, LLC is a financial advisory firm based in Jackson, Wyoming. It currently has approximately $240,841,676 of assets under management and employs about 9 people. Greybull Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Pinnacle West Asset Management, Inc. is an investment management and research firm founded in 1991 in Casper, Wyoming, by Tom R. Creager and Roger W. Wesnitzer. The firm specializes in providing custom-designed investment portfolios tailored to meet specific client goals and objectives. Pinnacle employs a disciplined and systematic approach to achieve the highest risk-adjusted returns within defined investment objectives. The firm's investment philosophy focuses on proper asset allocation, long-term risk management, and the belief that market timing is not a successful long-term strategy. Pinnacle West Asset Management, Inc. has discretionary trading authority over client accounts and does not utilize leverage or margin for portfolio management. The firm's investment strategies include long-term holding of fundamentally sound companies for equities and preserving capital while generating income for fixed income investments. Client assets under management were approximately $168.3 million as of December 31, 2022. The minimum account size is $100,000, and fees are calculated annually and billed quarterly in arrears. Pinnacle West Asset Management, Inc. does not participate in wrap fee programs and does not receive performance-based fees. The firm acts as a fiduciary, placing client interests above its own and maintaining a culture of compliance and excellence. Clients are encouraged to review the firm's brochure for additional information.

Bkcm, LLC is a financial advisory firm based in Cheyenne, Wyoming. It currently has approximately $130,582,092 of assets under management and employs about 7 people. Bkcm, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Michael John Estrada is an Investment Adviser Representative at Grupp Financial LLC, based in Jackson, WY. With educational qualifications including a Master of Arts in Counseling and various professional designations such as CTFA, AFIM, and AIF, Estrada has been in the financial industry since 2013. He has held roles like Private Client Manager at Grupp Fiduciary Services and Director of Private Client Services at Grupp Law Firm LLC. Estrada does not have any disciplinary events on record, ensuring a clean track record for clients. He receives compensation solely through salary and bonuses from Grupp Financial LLC and works under the supervision of Matthew Peter Grupp. Estrada's activities adhere to regulatory requirements, including the firm's Code of Ethics. Clients can evaluate his suitability based on the disclosed information, which includes no involvement in arbitration claims exceeding $2,500 or bankruptcy petitions.

Wealth Design Consulting, LLC is a fee-only registered investment advisor specializing in investment management services. The firm, established in 2000, aims to assist clients in achieving financial stability and independence. With assets under management totaling $31.9 million, the firm offers portfolio management services primarily using Exchange-Traded Funds (ETFs) and mutual fund products. They require a minimum initial investment of $100,000, with a tiered fee structure not to exceed 1.10% for the first $500,000 of assets. Wealth Design Consulting, LLC is a fiduciary and offers general consulting services, including financial statements, asset allocation analysis, tax planning, and estate planning. The firm's investment strategies include asset allocation, Modern Portfolio Theory, tactical allocation modeling, and dollar-cost averaging to manage risk and maximize returns. The firm's Chief Compliance Officer, Jennifer L. Cook, oversees regulatory compliance. The firm's owner, Dennis C. Cook, also serves as Of Counsel at Cook and Associates, P.C., a law firm specializing in personal planning law. Clients have the option to engage both firms for legal and investment services, with full disclosure of any potential conflicts of interest. The firm does not receive referral compensation and maintains custody of client assets with Charles Schwab & Company, Inc. Clients have the option to vote on securities and can terminate portfolio management services with a 10-day notice. Wealth Design Consulting, LLC does not engage in performance-based fees or side-by-side management. The firm's investment philosophy emphasizes long-term wealth building while maintaining risk tolerance levels acceptable to clients.