Benjamin Payton

Lucas Mcneely is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently an advisor at Copperline Wealth Management & Planning, where he has worked since 2025. Prior to this, he held roles at Financial Advocates Investment Management, LPL Financial Corporation, Level Four Advisory Services, and Wells Fargo. Copperline Wealth Management & Planning provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm employs a risk-based allocation framework and adviser judgment in investment decisions, offering tailored portfolios and retirement plan consulting while managing a relatively high client load per advisor.

Sara Schauermann is a CFP® professional with 13 years of industry experience. She is currently a financial advisor at Copperline Wealth Management & Planning, where she has worked since 2025. Prior to this, she held roles at Financial Advocates Investment Management, LPL Financial Corporation, Level Four Advisory Services, and Wells Fargo Clearing. Copperline Wealth Management & Planning provides discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a risk-based allocation framework with adviser judgment playing a key role in investment decisions and serves a relatively high client load per advisor compared to peers.

Stephen O'Donnell is a financial advisor with O'Donnell Wealth Management in Cody, Wyoming, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial LLC and Saxony Securities, Inc., and serves as Chief Executive Officer and Chief Investment Officer of O'Domhanaill Enterprises, Inc., the entity behind O'Donnell Wealth Management. O'Donnell also participates on the Investment Funds Committee Selection Panel for the state of Wyoming. O'Donnell Wealth Management is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm manages approximately $123.3 million in discretionary assets, applying a value-driven, growth-and-income investment approach with an emphasis on capital preservation and risk-adjusted returns.

Stephen O'Donnell Jr. is a financial advisor at O'Donnell Wealth Management with Series 63 and Series 66 licenses and five years of industry experience. Prior to his current role, he worked at LPL Financial LLC and has a background in law enforcement, including positions with the Town of Jackson Police Department and other agencies. Outside of advising, he serves as a reserve police officer and is a licensed notary public. O'Donnell Wealth Management is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm employs a value-driven, growth-and-income investment approach focused on capital preservation and risk-adjusted returns, typically managing portfolios of 25–40 securities with an emphasis on dividend-paying large-cap companies.

Ryan O Donnell is a financial advisor at O'Donnell Wealth Management in Cody, Wyoming, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial LLC and Saxony Securities, Inc., as well as healthcare experience at West Park Hospital. Outside of financial advising, he performs freelance voice talent work. O'Donnell Wealth Management is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, integrated financial planning, and estate-planning services. The firm employs a value-driven, growth-and-income investment approach emphasizing capital preservation and risk-adjusted returns.

Samuel Holm is a financial advisor with Vantage Point Wealth Management holding Series 63 and Series 65 licenses and has eight years of industry experience. His background includes roles at LPL Financial LLC, Big Sky Financial Partners, and Allstate Financial Services. Outside his advisory work, he coaches girls' college basketball and is involved with Cody Basketball Officials. Vantage Point Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a combination of in-house advice, third-party managers, and multiple LPL Financial advisory platforms, reviewing client accounts quarterly with ongoing monitoring and rebalancing.