Teryn Kuse is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing three years of industry experience. Prior to joining CliftonLarsonAllen, Kuse worked at Northwestern Mutual and held various positions in education and retail. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance offerings, using a strategic asset allocation approach supported by model portfolios and third-party programs.

William Bland is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with CliftonLarsonAllen since 2015 and serves as a principal of CliftonLarsonAllen LLP, a public accounting and consulting firm. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach supported by an Investment Committee and integrates advisory services with multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Andrew Ostlund is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2019, including time at the parent firm CliftonLarsonAllen LLP. His previous roles include positions at Ascensus, Securian Financial Services, Homestead Advisers Corp., and Ameriprise. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, and comprehensive financial planning services. The firm employs a strategic asset allocation approach using model portfolios overseen by an Investment Committee and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Matthew Bushnell is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Before joining CliftonLarsonAllen, he worked at Gillette Ridge Golf Course and Siena College, among other roles. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach using model portfolios, third-party managed programs, mutual funds, ETFs, and selective private placements, combining fiduciary advisory services with broker-dealer and insurance activities.

Rebecca Bostwick is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with CliftonLarsonAllen Wealth Advisors since 2014. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios that combine mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Benjamin Westerman is a CFP®, PFS™, and holds a Series 65 license with 11 years of industry experience. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and previously worked at Resources Investment Advisors, LLC and HM Capital Management. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios that incorporate mutual funds, ETFs, and both active and passive management, supported by an Investment Committee.

Brian D'orazio is a CFP® and CFA® with 21 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2012. Based in Minneapolis, MN, he holds Series 63 and Series 65 licenses. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios combining mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Alexander Black is a CFP® professional with 10 years of experience in financial services. He is currently with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2024. Prior to this, he held roles at Fidelity Investments, Mass Mutual Investors Services, Bank of America, Merrill, JP Morgan Chase, and Edward Jones. He serves as President of the Board of Directors for the University of Toledo COBI Alumni Association. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm offers integrated financial and estate planning, business succession consulting, and investment implementation through strategic asset allocation and model portfolios supported by a multidisciplinary team.

Sean Huntley is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at CliftonLarsonAllen since 2005 and previously spent 15 years at Valmark Securities, Inc. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance activities, emphasizing strategic asset allocation through model portfolios and multidisciplinary planning integrated with tax, estate, and risk professionals.

Tyler Loch is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, bringing 8 years of industry experience. Prior to joining CliftonLarsonAllen in 2018, he held roles at Alerus and Bremer Bank. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach through model portfolios and combines fiduciary advisory services with broker-dealer and insurance activities.

Omer Abramovich is a CFP® professional with 13 years of industry experience, currently serving as an advisor at CliftonLarsonAllen Wealth Advisors, LLC. He has held roles at Carlson Capital Management, Private Client Services, Affiance Financial LLC, and Cetera Advisor Networks LLC. He is also a Principal of the parent firm CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities and offers integrated multidisciplinary planning supported by an Investment Committee and a range of investment products and strategies.

Karen Wegner is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at CliftonLarsonAllen since 2018. Prior to that, she was with LPL Financial and The Priebe Group LLC from 2016 to 2018. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm uses a combination of discretionary and non-discretionary approaches, integrates multidisciplinary planning through its parent company, and offers investment banking and placement services under CLA Meridian Capital.

Jennifer Devine is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with five years at the firm and a total of two years of industry experience. She holds the Series 65 and Series 63 licenses. Prior to her current role, she worked at CliftonLarsonAllen LLP for five years. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory and asset management services, financial and estate planning, and business succession consulting. The firm integrates strategic asset allocation with multidisciplinary planning and offers both fiduciary RIA services and broker-dealer and insurance activities.

Joseph Hibert is a CFP® professional with six years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC. His prior experience includes roles at Bank of America/Merrill Lynch, J.P. Morgan Securities, JPMorgan Chase Bank, TP ICAP, and BGC Financial. He has also worked at the University of Delaware and the YMCA of Greater New York. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive strategies with tactical adjustments reviewed by an Investment Committee.

David Freil is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience spanning educational institutions and nonprofit organizations. CliftonLarsonAllen Wealth Advisors, LLC offers wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs strategic asset allocation through model portfolios utilizing mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Jesse Bryan is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO, with eight years of industry experience. Before joining CliftonLarsonAllen Wealth Advisors in 2026, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2018 to 2026, and at Bank of the West from 2015 to 2018. Outside of his advisory role, he is involved in operating an ATM cash service business and participates as an independent contractor for rideshare services. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation, third-party managed programs, and both long-term and tactical investment approaches, integrating multidisciplinary planning through its Private Client Services model.

Brody Johnson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He has been with CliftonLarsonAllen in various roles since 2017, including positions at both the wealth advisory and broader LLP levels. CliftonLarsonAllen Wealth Advisors provides wealth management and advisory services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance capabilities and offers investment implementation through strategic asset allocation, model portfolios, and coordinated multidisciplinary planning.

Peter Holupchinski is a CFP® and CFA® with 12 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2013. The firm provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. CliftonLarsonAllen Wealth Advisors emphasizes strategic asset allocation through model portfolios utilizing both active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Peter Sellwood is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, Wells Fargo, and Bremer Bank. Outside of his financial career, he is involved with Irish Creek Productions as a writer. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory and asset management services, combining RIA fiduciary responsibilities with broker-dealer and insurance activities. The firm employs a strategic asset allocation approach supported by firm-constructed model portfolios and multidisciplinary planning through its parent firm, CliftonLarsonAllen LLP.

Ryan Maglio is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Irvine, CA. He holds a Series 66 designation and has nine years of industry experience. Prior to joining CliftonLarsonAllen in 2026, he worked at firms including Invesco, Wells Fargo Clearing Services, and Edward Jones. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines discretionary and non-discretionary investment management with integrated multidisciplinary planning supported by its parent company, CliftonLarsonAllen LLP.