Brett Bidwell is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 17 years of industry experience. He has been with C.M. Bidwell & Associates Ltd since 2012. The firm provides discretionary investment advisory services to individual clients, including high-net-worth households, as well as institutional accounts. C.M. Bidwell & Associates employs actively managed equity strategies based on a proprietary quantitative model and focuses on investment-grade fixed-income securities, serving a range of taxable, tax-deferred, pension, and charitable accounts.

Niall Kilcommons is a CFA® charterholder with 22 years of industry experience. He has been with C.M. Bidwell & Associates Ltd since 1999. The firm serves both individual and institutional clients, managing taxable and tax-deferred accounts with an emphasis on actively managed, long-only equity strategies and high-quality fixed-income allocations. C.M. Bidwell & Associates is notable for its proprietary quantitative model, regular portfolio reviews, and flexible fee arrangements including performance-based accounts.

Max Chun Van Osdol is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with C.M. Bidwell & Associates Ltd in Honolulu, HI since 2012. C.M. Bidwell & Associates is a discretionary investment adviser serving individual clients, including high-net-worth households, as well as institutional accounts. The firm employs a proprietary quantitative model for actively managed equity strategies and focuses on high-quality, investment-grade fixed-income allocations, offering a range of portfolio management and advisory services while accommodating client-imposed investment restrictions.

Clinton Bidwell III is a financial advisor with C.M. Bidwell & Associates Ltd, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at La Salle St. Securities, Inc. for 23 years and has been concurrently associated with C.M. Bidwell & Associates since 1979. C.M. Bidwell & Associates is a discretionary investment adviser serving individual, high-net-worth, and institutional clients. The firm offers actively managed equity strategies based on proprietary quantitative models and focuses fixed-income allocations on investment-grade securities, providing a range of portfolio management and advisory services with considerations for client-imposed investment restrictions.