Robert Boysen

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.

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.

Stephen O'Donnell is a financial advisor with O'Donnell Wealth Management in Cody, Wyoming. He holds Series 63 and 66 licenses and has four years of industry experience. Prior to his advisory career, he served in various law enforcement roles including with the Town of Jackson Police Department and the Wyoming Army National Guard. Outside of financial advising, he is a reserve police officer for the Town of Jackson and also serves as a 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 emphasizes a value-driven, growth-and-income approach focused on capital preservation and risk-adjusted returns.

Ryan O Donnell is a financial advisor with O'Donnell Wealth Management in Cody, WY, holding a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial LLC and Saxony Securities, Inc., as well as positions outside finance at West Park Hospital and the Buffalo Bill Center of the West. Outside of his advisory role, he also works as a freelance voice talent. O'Donnell Wealth Management serves 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, managing approximately $123.3 million in discretionary assets for around 208 clients.

John Dodenhoff is a financial advisor at O'Donnell Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Saxony Securities, Inc. Outside of finance, he was involved with Cody Coffee Roaster, LLC from 2018 to 2020. O'Donnell Wealth Management serves 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 with an emphasis on capital preservation and risk-adjusted returns.

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.