Samuel John Holm

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 Certified Financial Planner® with 13 years of industry experience. She is currently an 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 Advisors. 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 approach with tailored portfolios that include equities, bonds, ETFs, mutual funds, options, and private investments, and operates with a high client load per advisor using standardized processes and third-party platforms.

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 five years of industry experience. He holds Series 63 and Series 66 licenses and has a background in law enforcement, including roles at the Town of Jackson Police Department and the Wyoming Army National Guard. O'Donnell also serves as a reserve police officer and is 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 employs a value-driven, growth-and-income investment approach emphasizing capital preservation and risk-adjusted returns.

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.

Thomas Lane is a Series 65-licensed advisor at O'Donnell Wealth Management in Cody, Wyoming. He has eight years of experience at Young & Associates and six years at Omni Hotels. O'Donnell Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, integrated financial planning, and estate-planning services. The firm focuses on a value-driven, growth-and-income investment approach emphasizing capital preservation and risk-adjusted returns.