Shanna Templeton is a financial advisor with CWM, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has held roles at Silverhawk Private Wealth and Silverhawk Asset Management, LLC since 2013, including operations management and compliance responsibilities. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios overseen by an in-house Investment Committee and a combination of fundamental and technical analysis along with third-party sub-advisors.

Lovess Henry is a financial advisor with CWM, LLC in Austin, TX, holding a Series 66 designation and five years of industry experience. Prior to joining CWM, Henry worked at LPL Financial and spent over a decade at Sigma Financial. Outside of advisory work, he is also a commissioned notary. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

William Michener is a CFP® with two years of industry experience currently affiliated with CWM, LLC and Carson Wealth. He has previously worked at Wambolt & Associates, LLC and Northwestern Mutual. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Samuel Trecaso is a Series 65 licensed financial advisor at CWM, LLC with two years of industry experience. He previously worked at Wells Trecaso Financial Group and has a background in business roles spanning several industries. Trecaso serves as a board member of the Italian American Professional & Business Club, a nonprofit focused on promoting Italian-American community involvement, culture, heritage, and family. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Shaun Cavanagh is a CFP® professional with 10 years of industry experience, currently affiliated with CWM, LLC. His prior work includes roles at Carson Wealth, Wambolt & Associates, and Charles Schwab, where he spent seven years across multiple divisions. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and access to alternative investments.

Jonathan Adams is a Series 65 licensed financial advisor at CWM, LLC with two years of industry experience. His prior roles include positions at Carson Wealth, Aveo Capital, and Jack Clancy and Associates, as well as a lengthy tenure with South Metro Fire Rescue. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Shayla Kriha is a financial advisor at CWM, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at CWM since 2017. Prior to that, she was with LPL Financial and Carson Wealth. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

Andrew Hoffmeyer is a CFP® with 18 years of experience in the financial services industry. He is currently with CWM, LLC and Hoffmeyer Wealth Management, having previously worked at Triumph Capital Management, Cetera Investment Advisors, and Summit Brokerage Services. Hoffmeyer serves as president of Buildz 4 Badges, a 501(c)(3) charity that restores classic cars for auction to support its mission. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Debra Taylor is a financial advisor with CWM, LLC, holding the PFS™ and Series 63 designations and over 28 years of industry experience. She has worked at firms including Carson Wealth, Cetera Advisor Networks, and LPL Financial. Taylor is also involved in several financial industry activities, such as writing and speaking for Horsesmouth, providing coaching and seminars through her own firm Pink Suite Enterprises, and consulting on tax software with Holistiplan. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary model portfolios and a combination of fundamental and technical analysis.

Oliver Kollofski is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Sweet Financial Partners, LLC and Raymond James Financial Services. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving individuals, high-net-worth families, institutions, and corporations. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, retirement-plan solutions, and sub-advisory services.

Spencer Sabates is a financial advisor with CWM, LLC, holding a Series 65 credential and no prior industry experience. His background includes roles in academia at the University of Kansas and the University of Missouri-Kansas City, as well as work in healthcare at Sabates Eye Centers. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Harry Keller is a financial advisor at CWM, LLC with 44 years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at VOYA Financial Advisors and Cetera Wealth Services. Keller is also the owner of Financial Independence Planning, LLC, an advisory and financial planning business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and comprehensive advisory services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

John Dalton is a CFP® and CFA® professional with 22 years of experience in financial advising. He has worked at Provident Capital Management, Inc. since 1993 and held positions at Aveo Capital Partners and Carson Wealth before joining CWM, LLC. Outside of his advisory work, he provides tax return preparation services as a CPA for 5 to 10 hours monthly, separate from trading hours. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Mark Stritt is a financial advisor with CWM, LLC, holding a Series 65 designation and 11 years of industry experience. He has previously worked at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs model portfolios managed by an Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools to offer portfolio management, financial planning, and retirement plan services.

Joel Larsen is a CFP® professional with 23 years of industry experience. He is currently with CWM, LLC and has previously worked at Navion Financial Advisors and Carson Wealth. Outside of his advisory work, Larsen teaches personal financial management classes and serves as a board member of the Yolo County Airport Advisory Committee. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services using discretionary model portfolios and a combination of fundamental and technical analysis.

Valerie Jones is a ChFC® credentialed advisor with six years of experience at CWM, LLC in Fort Atkinson, WI. Her prior roles include positions at Financial Impact Advisors and Cetera Advisor Networks, as well as experience in academic settings at the University of Wisconsin-La Crosse. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee and offers a wide range of services including portfolio management, financial planning, and retirement-plan solutions.

Ryan Roloff is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with CWM, LLC and has held roles at firms including Commonwealth Financial Network, CETERA Advisor Networks LLC, and Girard Securities, Inc. Roloff also serves as president of two non-investment businesses, Roloff Tax Services and Roloff Insurance Services, focusing on tax consulting and fixed insurance sales. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm employs a discretionary management approach utilizing model portfolios overseen by an in-house Investment Committee, blending fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Mark Mccallum is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2018. Prior to joining CWM, he worked at KABAREC Financial Advisors Ltd and BMO Harris Financial Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary investment approach that utilizes model portfolios and various analytical tools.

Daniel Adams is a CFP® professional with 24 years of industry experience. He is currently with CWM, LLC and has held prior roles at Cetera Advisor Networks LLC and Latitude Wealth Management, LLC. Adams serves as president of the Walla Walla Valley Estate Planning Council. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing discretionary accounts using model portfolios overseen by an in-house Investment Committee.

Andrew Penke is a financial advisor with CWM, LLC who holds a Series 66 designation and has nine years of industry experience. His prior work includes positions at TD Ameritrade and Cetera Advisor Networks. Outside of his advisory role, he is a musician who occasionally performs with a group at local coffee shops in Omaha, NE. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and offers a range of services such as financial planning, sub-advisory solutions, and retirement-plan services through a network of over 600 advisors.