Qualifications

Adam Udy

• 31 years of industry experience.  Prior firms include: Merrill Lynch, UBS.
• Master of Science, Personal Financial Planning; The College for Financial Planning
• Master of Business Administration; Texas A&M University
  
• CFP^® Professional Designation (CERTIFIED FINANCIAL PLANNER™)
  
• CEPA (Certified Exit Planning Advisor) 
• CDFA (Certified Divorce Financial Analyst)
• ChFC (Chartered Financial Consultant)
• CRPS (Chartered Retirement Plans Specialist)
• Member, Financial Planning Association
  
• Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026*
• "America's Top Financial Planners" 2014, Consumers' Research Council of America

Joe Ayers

• 26 years in the Wealth Management Industry. Prior firms include: Merrill Lynch, Bank of America, TIAA-CREF.
• Bachelor of Arts, Occidental College.
• FINRA Series licenses: 7 and 66.  Life & Health Insurance Licenses.

Chisum Preble

• Entered financial services industry in 2000
• Master of Business Administration, University of Montana
• Bachelor of Science, Economics, Montana State University, Billings
• SE-AWMA® (Sports & Entertainment Accredited Wealth Management Advisor℠) 
• FINRA Series 65 license

Linnette Stauffer

• FINRA Series licenses: 7, 6, 63, and 66.
• Life & Health Insurance Licenses (Nevada).
• 11 years in the Financial Industry supporting Adam Udy.

*Ranked #41, Forbes Best in State Wealth Advisor 2026. Recipients are identified through research conducted by Forbes partnership with SHOOK research. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. More information on the methodology to qualify can be found at: https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/