Harold Carmean II is a financial advisor with CWM Advisory, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at SCF Investment Advisors, SCF Securities, Creative Wealth Management, and National Life of Vermont. Outside of his advisory work, he is an instructor for 3of7Project, a training company focused on mental, spiritual, and physical development. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm employs SEI-managed investment strategies based on modern portfolio theory and offers concierge and multi-generational planning services, coordinating closely with third-party subadvisers for portfolio management and tax considerations.

Tristan Jacobi is a CFP® with eight years of industry experience, currently serving as a financial advisor at CWM Advisory, LLC. He has previously worked at SCF Investment Advisors, Inc., and is a licensed independent insurance agent. Jacobi is also a partner in Creative Wealth Management, LLC, where he manages income from insurance services. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients, as well as pension and employee benefit plans. The firm emphasizes goal-based planning and uses SEI-managed strategies for investment management, offering concierge services including multi-generational planning.

Jordan Talbert is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with CWM Advisory, LLC and previously worked at Creative Wealth Management. Outside of financial advising, he is a licensed insurance agent authorized to sell life, health, and fixed annuities. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm directs investment management to third-party advisers using SEI-managed strategies based on modern portfolio theory and long-term approaches, offering concierge and multi-generational planning services.