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.

Samuel Holm is a financial advisor at Vantage Point Wealth Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Big Sky Financial Partners, LLC. Outside of his advisory role, Holm is involved in coaching college girls' basketball and basketball officiating. Vantage Point Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities by offering discretionary and non-discretionary portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services. The firm integrates fundamental and technical analysis with model-based and manager-access strategies through LPL Financial’s platform and advisory programs.

Timothy Mahieu is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Level Four Advisory Services, and Wells Fargo Advisors. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios through a network of approximately 452 advisors managing about $16 billion in client assets.

Benjamin Payton is a financial advisor with LPL Financial based in Cody, Wyoming. He holds the CFP® and ChFC® designations and has seven years of industry experience. Prior to his current role, he worked at Northwestern Mutual and LEVEL FOUR ADVISORY SERVICES, LLC. Outside of his advisory work, he operates Payton Enterprises LLC, a business entity for tax and investment purposes. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of customizable investment solutions.

Audrey Brownmiller is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including unique offerings such as insurance-related vehicles and bank deposit sweep options.

Sandra Winninger is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and previously worked for Park County School District 6 for 17 years. Outside of her advisory role, she is also licensed as an insurance agent specializing in Medicare supplement products. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charities. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

William Markovich is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Invest Forward, and Investment Centers of America. Outside of his advisory work, he is involved with LFP Consulting, LLC, which manages payroll and benefits services. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that delivers non-discretionary, algorithm-supported recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Stephanie Le Duc is a financial advisor at Ameriprise with 16 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Commonwealth Financial Network, Invest Forward, and Investment Centers of America. Outside of advising, she serves as a college faculty member at Northland Community & Technical College, providing instruction in business courses and corporate training. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Gregory Irwin is a CFP® with 33 years of experience in the financial industry. He is currently with LPL Financial and previously worked for NEXT Financial Group, Inc. for 19 years. Outside of his advisory role, he is involved with Wealth Strategies, LLC, a business entity related to tax and investment activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Randolph Feusner is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Raymond James since 1999 and operates from Cody, Wyoming. Outside of his advisory role, he is involved in several business ventures including ownership of Sun Mountain Flying, LLC, which manages an aircraft used for business travel to client meetings. Raymond James Financial Services Advisors serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and various implementation options.

Kelby Scott is a financial advisor with Edward Jones in Cody, Wyoming, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is involved with KRT Universal Works Limited Partnership, a business holding land and cattle in Wyoming. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Diane Martin is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 38 years of industry experience. She has been with Primerica Advisors and its affiliated Primerica Financial Services since 1987. Outside of her advisory role, she is involved in sales of home-related products through Primerica affiliates and serves as trustee of the Jack and Diane Martin Trust. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, with an operational model that allows it to curate and oversee its investment options.

Daniel Stevens is a CFA® charterholder with 21 years of industry experience, currently serving at Edward Jones since 2004. He holds a Series 63 license and is based in Cody, WY. Stevens is a board member of the Buffalo Bill Dam Visitor's Center, where he assists with investment decisions. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Charles Winninger is a financial advisor with OSAIC based in Cody, Wyoming, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has operated Charles Winninger Investments since 2012 and has been affiliated with OSAIC Wealth Inc. since 2010. Winninger manages the OSAIC branch in Cody, overseeing account management, portfolio design, and financial planning. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation software, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Jackson Bower is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Northrop Grumman and several other companies in various roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and investment products, operating under a fiduciary standard with a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Robert Boysen is a financial advisor at Edward Jones with 26 years of industry experience and holds a Series 63 designation. He has been with Edward Jones since 1999. Outside of his advisory role, he serves as Secretary of the Paul Stock Foundation in Cody, Wyoming, where he assists with fundraising and decision-making on donations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Scott Trulik is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved in managing a real estate rental business through Scott's Lazy Fly LLC and operates an insurance agency under OVIG Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by in-house research and combines advisory operations with non-advisory product activities such as insurance and annuity sales.