Trevor Schmitz is a CFP® and Series 65-registered advisor with CliftonLarsonAllen Wealth Advisors, LLC, based in Minneapolis, MN. He has four years of industry experience, including roles at Nuveen Investments prior to joining CliftonLarsonAllen in 2021. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios incorporating mutual funds and ETFs, and offers integrated planning by coordinating wealth, tax, estate, and insurance professionals across its parent organization.

Olivia Spitznagle is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Denver, CO, holding a Series 65 designation. She has one year of experience in the industry, including prior roles at Lallande and Bloom Bake Shop. Outside of advising, she has experience in the food service industry through her work with Bloom Bake Shop over seven years. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering a range of solutions including financial and estate planning, business succession consulting, and investment management through strategic asset allocation and multidisciplinary planning.

Andrew Chen is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 65 license and seven years of industry experience. He previously worked at Manchester Financial Inc. and has experience in both financial advisory and educational roles at Pepperdine University. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities and employs a strategic asset allocation approach supported by firm-constructed model portfolios and multidisciplinary planning.

Francesco Conidi is a CFP® professional with 23 years of industry experience, currently advising at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior experience includes roles at Charles Schwab and Charles Schwab Bank SSB between 2009 and 2021. 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 using model portfolios with active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Samuel Mullins is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds the CFP® and ChFC® designations and has four years of industry experience. His prior roles include positions at Avaii Wealth Management, LLC and Kerntke, Otto, and McGlone. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension 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 planning and implementation.

Mc Kenna Makela is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with two years of industry experience. Makela holds a Series 65 designation and previously worked at Northwestern Mutual from 2020 to 2023. Prior to entering the financial industry, Makela has experience in the restaurant business and academic settings. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm utilizes a blend of discretionary and non-discretionary services, strategic asset allocation with model portfolios, and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Henry Jaunich is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Horizon Chemical LLC, Best Buy, and the University of North Dakota. 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 investment vehicles with oversight by an Investment Committee.

Andrew Domeyer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2012. He holds the Series 65 license and is based in Minneapolis, MN. 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 using mutual funds and ETFs, offers both discretionary and non-discretionary management, and integrates wealth, tax, estate, and insurance professionals to coordinate client planning and implementation.

David Schian is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, based in Minneapolis, MN. He has 10 years of industry experience and has been with CliftonLarsonAllen since 2015. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm offers wealth advisory, asset management, financial and estate planning, and business succession consulting, employing a combination of discretionary and non-discretionary approaches supported by model portfolios and third-party programs.

Denise Falbo is a CFP® professional with two years of experience at CliftonLarsonAllen Wealth Advisors, LLC. She previously worked at MAP Retirement USA LLC for three years and CliftonLarsonAllen LLP for seven years. 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 management, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Rebecca Garza is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at CliftonLarsonAllen since 2019, following six years at Pinnacle Advisory Group. CliftonLarsonAllen Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, and business succession advisory, utilizing a strategic asset allocation approach with both active and passive investment vehicles.

Mikaela Hunt is a Series 65 licensed advisor at CliftonLarsonAllen Wealth Advisors, LLC with six years of industry experience. She has worked at CliftonLarsonAllen since 2019 and previously held positions at the University of Massachusetts Dartmouth and Winberg's True Value. CliftonLarsonAllen Wealth Advisors serves individual, corporate, institutional, and qualified retirement plan clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-constructed model portfolios combined with third-party programs, mutual funds, ETFs, and private placements, supported by multidisciplinary planning through its parent firm, CliftonLarsonAllen LLP.

Elle Smits is a CFP® affiliated with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with three years of industry experience. Prior to joining CliftonLarsonAllen in 2023, she held positions at the University of Wisconsin-Madison, Wipfli Financial, and Sand Valley Golf Resort among others. 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 fiduciary RIA services with broker-dealer and insurance activities and offers a multidisciplinary planning approach supported by its parent company, CliftonLarsonAllen LLP.

Timothy Laughlin is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, TD Ameritrade Investment Management, LLC, and MassMutual. Laughlin has been with CliftonLarsonAllen Wealth Advisors since 2020. 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 with model portfolios overseen by an Investment Committee and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Charles Dhanraj is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BlackRock Investments and CITIGROUP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management with oversight by an Investment Committee.

Steven Neutzling is a CFP® and holds a Series 65 license with four years of experience in the financial industry. He currently works at CliftonLarsonAllen Wealth Advisors, LLC, where he has been since 2017, following prior roles including a position at Lyft. 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 employs a strategic asset allocation approach through model portfolios and third-party programs, integrating multidisciplinary planning resources from its parent company, CliftonLarsonAllen LLP.

Jennifer Faust is a CFP® with nine years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor at CliftonLarsonAllen Wealth Advisors, LLC. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and CliftonLarsonAllen LLP since 2022. 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 using mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Troy Wagner is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 designation and three years of industry experience. He has been with CliftonLarsonAllen since 2023. 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 uses a combination of strategic asset allocation with firm-constructed model portfolios and third-party managed programs, integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Arnita Hallman is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Bellevue, WA, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CliftonLarsonAllen Wealth Advisors since 2010. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Michael Pohl is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, where he has worked for 10 years. He holds Series 65 and Series 63 licenses and brings nine years of industry experience. 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 employs a strategic asset allocation approach using firm-constructed model portfolios and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.