Dylan Mc Garthwaite is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior work includes roles at the Minnesota 4th Judicial District and various positions in corporate and legal settings. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans, using a combination of strategic asset allocation, firm-constructed model portfolios, and multidisciplinary planning through its parent firm CliftonLarsonAllen LLP.

Ryan Baumbach is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 66 designation and has six years of industry experience. Prior to joining CliftonLarsonAllen Wealth Advisors in 2024, Baumbach worked at Ameriprise and Commonwealth, among other firms. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, including high-net-worth individuals, providing a range of wealth advisory, asset management, and financial planning services. The firm employs a strategic asset allocation approach using model portfolios, third-party managed programs, and integrates multidisciplinary planning through its Private Client Services model.

Anne Meyer is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. She has worked within CliftonLarsonAllen entities since 2021 and has prior experience in roles at Iowa State University and various service industry positions. 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 employs a strategic asset allocation approach using model portfolios with mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals through its Private Client Services model.

Nicholas Kavelaris is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining CliftonLarsonAllen, he worked at Fidelity Investments and Annex Wealth Management. Outside of his advisory role, Kavelaris is an adjunct professor at the University of Wisconsin-Whitewater, owner of a counseling and consulting firm, and serves as chairman of the leadership team at Grace Church in Delafield. 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 integrates multidisciplinary planning through its Private Client Services model and employs both discretionary and non-discretionary investment strategies.

Graham Acheson is a CFA® charterholder with over 14 years of experience in the financial services industry. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and previously worked at EQ by Equiniti and Wells Fargo. 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 supported by firm-constructed models and integrates multidisciplinary planning through its Private Client Services model.

Nathan Woessner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2018. Prior to this, he worked at Haskell's Inc. for eight years. 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 integrates multidisciplinary planning services across tax, estate, and risk disciplines.

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, currently with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior roles include positions at Ascensus, Securian Financial Services, Homestead Advisers Corp., and Ameriprise. 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 registered investment advisory services with broker-dealer and insurance activities, implementing investment strategies through model portfolios overseen by an Investment Committee and supported by multidisciplinary planning resources.

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.

Sean Huntley is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at CliftonLarsonAllen Wealth Advisors since 2005, alongside 15 years at Valmark Securities, Inc. Prior to his current role, he spent significant time at these firms based in Minneapolis, MN. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory and asset management services along with financial, estate, and business succession planning. The firm combines fiduciary RIA services with broker-dealer and insurance activities and employs a strategic asset allocation approach through firm-constructed model portfolios overseen by an Investment Committee.

Tyler Loch is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He has eight years of industry experience, including roles at Alerus and Bremer Bank prior to joining CliftonLarsonAllen in 2018. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, 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, offering strategic asset allocation through model portfolios and integrated multidisciplinary planning.

Omer Abramovich is a CFP® professional with 13 years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor with CliftonLarsonAllen Wealth Advisors, LLC. His prior roles include positions at Carlson Capital Management, Private Client Services, Affiance Financial, Cetera Advisor Networks, and Ameriprise. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans, combining fiduciary RIA services with broker-dealer and insurance activities. The firm utilizes a strategic asset allocation approach through firm-constructed model portfolios and multidisciplinary planning coordinated with its parent company.

Karen Wegner is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has worked with CliftonLarsonAllen since 2018 and previously held roles at LPL Financial, LLC and The Priebe Group LLC. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, 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 along with third-party programs, integrating multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Brody Johnson is a CFP® professional with four years of experience in the financial services industry. He is currently with CliftonLarsonAllen Wealth Advisors, LLC and has previously worked within CliftonLarsonAllen LLP and at the University of Minnesota-Duluth. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory and asset management services, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance activities, utilizing a strategic asset allocation approach supported by in-house model portfolios and third-party managed products.

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.

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.

Samuel Mullins is a CFP® and ChFC® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior experience includes roles at Avaii Wealth Management, LLC and Kerntke, Otto, and McGlone. 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 fiduciary RIA services with broker-dealer and insurance activities and employs a strategic asset allocation approach supported by both firm-managed and third-party investment solutions.

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® professional with over 10 years of experience in financial advisory services. He has been with CliftonLarsonAllen Wealth Advisors, LLC since 2015. Based in Minneapolis, MN, Schian holds Series 65 and Series 63 licenses. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, business succession consulting, and qualified retirement plan services. The firm combines fiduciary RIA services with broker-dealer and insurance activities and employs a strategic asset allocation approach supported by model portfolios and multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

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.

Elle Smits is a CFP®-certified financial advisor with three years of industry experience, currently with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis. Her background includes roles at Wipfli Financial, Sand Valley Golf Resort, and various positions at the University of Wisconsin-Madison. 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 using firm-constructed model portfolios supplemented by third-party programs, integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Steven Neutzling is a CFP® professional with four years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior work includes roles at CliftonLarsonAllen LLP and Lyft. 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 model portfolios and integrates multidisciplinary planning through its affiliation with 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.

Michael Pohl is a CFP® with 10 years of industry experience, currently serving as an advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2016. Based in Minneapolis, MN, he holds Series 65 and Series 63 licenses. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, as well as corporate and institutional clients and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance offerings, employing strategic asset allocation via model portfolios and integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Edward Stober Jr. is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nepsis, Inc. and Choreo, formerly RSM US Wealth Management LLC. 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 integrates fiduciary advisory services with broker-dealer and insurance activities and offers multidisciplinary planning through its Private Client Services model.

Bennett Greer is a CFP® with five years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. His prior work includes roles at MassMutual Central US and First National Bank of Omaha, as well as positions at Creighton University. 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 integrates advisory services with multidisciplinary planning via its Private Client Services model.

Mark Fenlon is a CFA charterholder with 32 years of industry experience. He is currently a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2019. His prior roles include positions at Schenck Investment Solutions, Cleary Gull Advisors, Johnson Bank, BMO Asset Management, M&I Investment Management, and Morgan Dempsey Capital Management. Fenlon also serves as a director of Collidion, Inc., a healthcare company, providing non-investment-related management advice. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios and integrates multidisciplinary planning services from its parent firm, CliftonLarsonAllen LLP.

Kevin Welu is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His career includes roles at Lion Street Advisors, LPL Financial, and Wealth Management Center. Outside of his advisory work, he owns KJ Welu Enterprises Inc., an S corporation established for tax purposes. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation through model portfolios, third-party managed programs, and integrates multidisciplinary planning via its parent company to tailor investment and planning solutions.

Ryan Jones is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and has two years of industry experience. Prior to joining CliftonLarsonAllen, Jones worked in various roles including positions at Altru Health Systems and the University of North Dakota. 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, combining active and passive management with tactical adjustments reviewed by an Investment Committee.

Jeffrey Sellner is a Series 65 licensed advisor with CliftonLarsonAllen Wealth Advisors, LLC, where he has worked since 2018. He has a total of seven years of industry experience and has been a Principal with CliftonLarsonAllen LLP since 1998. 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 utilizes a strategic asset allocation approach with model portfolios, combining active and passive investment vehicles, and coordinates planning through integrated wealth, tax, estate, and insurance professionals across its parent organization.

Joan Carroll is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2014 and is also involved in managing Carroll Property Management, a business she owns jointly with her husband. Additionally, she serves as a board member for the Wisconsin Rapids Convention and Visitors Bureau. 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 firm-constructed model portfolios and integrates multidisciplinary planning through collaboration with CliftonLarsonAllen LLP.

Brian Mckibban is a CFP® with 19 years of industry experience, currently serving as a Principal at CliftonLarsonAllen LLP and an advisor at CliftonLarsonAllen Wealth Advisors, LLC. He has been with CliftonLarsonAllen Wealth Advisors since 2016 and CliftonLarsonAllen LLP since 2019. 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 integrates fiduciary RIA services with broker-dealer and insurance activities and offers multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Jeremiah Lurken is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CliftonLarsonAllen since 2017, following four years at U.S. Bancorp Investments, Inc. Outside of his advisory work, he serves as a youth sports coach. 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’s investment approach focuses on strategic asset allocation using model portfolios that include mutual funds and ETFs, supported by an Investment Committee and integrated planning across wealth, tax, estate, and insurance professionals.

Derek Hicks is a Principal at CliftonLarsonAllen LLP and a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC. He holds the CFP®, CFA®, and PFS™ designations and has 18 years of industry experience. Hicks has been with CliftonLarsonAllen Wealth Advisors since 2007 and with the parent firm since 2024. 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 combines fiduciary RIA services with broker-dealer and insurance activities, offering comprehensive planning and investment solutions supported by multidisciplinary expertise and a strategic asset allocation approach.

Nathan Demaree is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and began his current role in 2024. His prior work experience includes positions at Roers Companies, Carpathian Capital Management, US Bank, and others across various industries. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-managed model portfolios alongside third-party programs, and integrates multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Antony Hallada is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds Series 63 and Series 65 designations and has 36 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors since 2012 and is also a principal of CliftonLarsonAllen LLP. 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 through model portfolios using mutual funds and ETFs, integrating wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Casey Anderson is a CFP® with 14 years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC. He has been with CliftonLarsonAllen LLP since 2014 and with CliftonLarsonAllen Wealth Advisors, LLC since 2006. Anderson is also a principal of CliftonLarsonAllen LLP. 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, combining active and passive investment vehicles, and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

Julian Einfrank is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2016. Prior to this, he worked at PNC Wealth Management from 2014 to 2016. He holds Series 63 and Series 66 licenses. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients and qualified retirement plans. The firm provides wealth advisory, asset management, financial and estate planning, and business succession consulting, employing a strategic asset allocation approach supported by firm-constructed model portfolios and multidisciplinary planning services.

Reece Brown is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation. He began his career in the financial industry in 2026 with CliftonLarsonAllen Wealth Advisors, following prior roles within the parent firm CliftonLarsonAllen LLP and other diverse positions. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm integrates fiduciary advisory services with broker-dealer and insurance activities and employs a strategic asset allocation approach through model portfolios and multidisciplinary planning support.