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.

Samuel Holm is a financial advisor with Vantage Point Wealth Management holding Series 63 and Series 65 licenses and has eight years of industry experience. His background includes roles at LPL Financial LLC, Big Sky Financial Partners, and Allstate Financial Services. Outside his advisory work, he coaches girls' college basketball and is involved with Cody Basketball Officials. Vantage Point Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, corporations, and retirement plans. The firm employs a combination of in-house advice, third-party managers, and multiple LPL Financial advisory platforms, reviewing client accounts quarterly with ongoing monitoring and rebalancing.

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.

John Dodenhoff is a financial advisor with O'Donnell Wealth Management holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LPL Financial and Saxony Securities, as well as positions outside finance such as at Cody Coffee Roaster, LLC and the Buffalo Bill Center of the West. O'Donnell Wealth Management is a registered investment adviser that serves individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm uses a value-driven, growth-and-income investment approach focused on capital preservation and risk-adjusted returns.

Timothy Mahieu is a financial advisor with Integrated Wealth Concepts LLC in Cody, Wyoming, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior experience includes roles at LPL Financial, Level Four Advisory Services, and Wells Fargo Advisors. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term approach and utilizing both internally managed and third-party asset management solutions.

Benjamin Payton is a CFP® and ChFC® with eight years of experience in financial advisory. He is currently with Integrated Wealth Concepts LLC and has previously worked at firms including LPL Financial and Northwestern Mutual. Payton’s work history spans both investment advisory and wealth management roles. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers customized portfolios primarily using mutual funds, ETFs, equities, and fixed income, employing a long-term investment approach combined with tactical rebalancing.

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 five years of industry experience. She holds a Series 66 designation and has been with OSAIC since 2010. Prior to her advisory role, she worked for 17 years at Park County School District 6. Outside of her advisory work, she participates as an insurance agent focusing on Medicare supplements. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to create portfolios across various asset classes, managing accounts on both discretionary and non-discretionary bases.

Gregory Irwin is a CFP® professional with 33 years of industry experience, currently with LPL Financial since 2025. Prior to joining LPL, he spent 19 years at NEXT Financial Group, Inc. He also maintains involvement with Wealth Strategies, LLC, a business entity focused on tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by 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 designations and has 41 years of industry experience. He has been with Raymond James since 1999 and maintains business interests that include ownership and management roles in several support and operating companies, such as Sun Mountain Flying, LLC, which is used for client-related travel. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Kelby Scott is a financial advisor with Edward Jones in Cody, Wyoming, holding a Series 66 designation and 11 years of industry experience. He has worked at Edward Jones since 2016 and previously from 2008 to 2009. Outside of his advisory role, he is a limited partner in KRT Universal Works Limited Partnership, a land and cattle business. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm offers various advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Diane Martin is a Series 63-licensed financial advisor with Primerica Advisors, based in Cody, Wyoming, and has 39 years of industry experience. She has been with Primerica Advisors and its affiliated firm, Primerica Financial Services, since 1987. Outside of her advisory role, she is involved in sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides services through a large network of financial advisors.

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 credentials and bringing 26 years of industry experience. He has managed Charles Winninger Investments since 2012 and has been with OSAIC Wealth Inc since 2010. Winninger oversees the OSAIC branch in Cody, where he manages portfolios, executes trades, and provides financial planning and investment recommendations. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, corporate, pension, and charitable clients through an extensive network of advisors and advisory platforms. The firm combines brokerage and advisory services, utilizing asset allocation tools, risk assessments, and third-party managers to construct tailored portfolios across various asset classes on either discretionary or non-discretionary bases.

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 Elite Sales & Marketing - Native Solar. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.