Charles Joseph Winninger

Lucas Mcneely is a CFP® with 10 years of industry experience. He is currently an advisor at Copperline Wealth Management & Planning and has previously worked at firms including LPL Financial Corporation and Wells Fargo. Mcneely provides investment advisory services through Copperline Wealth Management & Planning, an independent firm he joined in 2025. Copperline Wealth Management & Planning offers discretionary portfolio management, financial planning, and fiduciary consulting to individual clients and employer-sponsored retirement plans. The firm manages approximately $117 million in assets and serves several hundred client relationships, with portfolios tailored to client goals and typically managed on a discretionary basis.

Sara Schauermann is a CFP® professional with 12 years of industry experience. She is currently with Copperline Wealth Management & Planning and has prior experience at Financial Advocates Investment Management, LPL Financial Corporation, Level Four Advisory Services, and Wells Fargo Advisors. Copperline Wealth Management & Planning provides discretionary portfolio management, financial planning, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as employer-sponsored retirement plans. The firm manages approximately $117 million in client assets and serves several hundred client relationships.

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 in Cody, Wyoming, with five years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience with LPL Financial as well as a background in law enforcement and military service, including roles with various police departments and the Wyoming and New York Army National Guards. He also serves as a reserve police officer and is a licensed notary public. O'Donnell Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm follows a value-driven, growth-and-income investment approach focused on capital preservation and risk-adjusted returns, managing approximately $123 million in discretionary assets for about 208 clients.

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.