Mark Butterworth is a CFP® and ChFC® with 41 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC, where he has worked since 2020. His prior roles include positions at Cetera and Raymond James, and he is the president and owner of Butterworth Financial Group, LLC, which provides tax preparation services. Butterworth also serves as chairperson of the Cascia Hall School Foundation board and holds board positions with other nonprofit organizations. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and financial planning services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Kenneth Reeves is a CFP® with 30 years of industry experience, currently affiliated with CWM, LLC. His work history includes roles at Financial Management, Inc., LPL Financial, and Invest Financial Corp., as well as operating Reeves Financial Services since 2001. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and employs a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Matthew Arkfeld is a financial advisor at CWM, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at OSAIC, Sagepoint Financial, and Wells Fargo. 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 offers portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Lisa Thuer is a financial advisor with CWM, LLC in Farmington Hills, MI, holding a Series 65 credential and 10 years of industry experience. She has worked at CWM, LLC since 2018 and has also been affiliated with Kabarec Financial Advisors, Ltd. since 2008. 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, and a range of retirement-plan services, employing a discretionary model portfolio approach overseen by an internal Investment Committee.

Evan Welch is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently affiliated with CWM, LLC and has worked previously at Bloom Wealth Advisors and Varra Financial Associates. Outside of finance, he spent time at Trek Bicycle Corps. 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, utilizing discretionary models overseen by an in-house Investment Committee and incorporating both fundamental and technical analysis.

Kiho Choi is a financial advisor at CWM, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Wealth Services, LLC and Haussmann Financial Inc. Choi has also operated his own financial planning business since 2003. 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 employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Kimberly Gieseler is a CFP® professional with 23 years of industry experience, currently serving as an investment advisory representative at CWM, LLC. She has held roles at multiple financial services firms, including Carson Group Partners and Cetera Wealth Services, and is a co-founder of Valorem Financial. Outside of her advisory work, she serves as Vice Chair of the Outdoor Lab Foundation, a nonprofit focused on environmental and civic education for students. CWM, LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement-plan services to a diverse client base, including individuals, families, foundations, and institutions. The firm employs discretionary management using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customized investment solutions.

Shawna Goodly is a financial advisor at CWM, LLC with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services, Fidelity Brokerage Services, and Shobe & Associates. She also sells life, disability, annuities, and long-term care insurance as an insurance agent. 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, retirement-plan services, and uses model portfolios governed by an in-house Investment Committee.

Stephen Johnson is a financial advisor at CWM, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including People's Securities, Inc., M&T Bank/Wilmington Trust, and Gerstein Fisher. He is based in Westport, CT. 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, and retirement-plan services, employing a discretionary investment approach utilizing model portfolios governed by an in-house Investment Committee and incorporating fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Mohamed Ali is a financial advisor at CWM, LLC with 18 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Cetera Wealth Services, LLC and LPL Financial. Ali serves as chairman of the board for Blessing Hospital and is a board member of Blessing Corporate Services. 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 offers discretionary portfolio management, financial planning, and retirement-plan services, utilizing model portfolios governed by an in-house Investment Committee and a mix of fundamental and technical analysis.

Michael Beermann is a financial advisor at CWM, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Axcent Private Capital, Aveo Capital Partners, and DMK Advisors. His career spans multiple roles in wealth management leading up to his current position. 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, and retirement-plan services, employing model portfolios overseen by an in-house Investment Committee and integrating both fundamental and technical analysis.

Patrick Hynes is an investment advisory representative at CWM, LLC with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Cetera Wealth Services and Voya Financial Advisors. Outside of advisory services, he is also an insurance agent involved in the sales of fixed insurance products. 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, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Ryan Ovenden is a CFP® with 17 years of industry experience, currently serving as an advisor at CWM, LLC and Pinnacle Wealth since 2020. He previously worked at Freedom Financial Counseling, Inc. for eight years. Outside of his advisory work, he is the director of Camp Steward, where he designs exercise programs for high school runners during the summer and winter seasons. 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 both fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Brian Benson is a CFP® professional at CWM, LLC with four years of industry experience. He has held roles at Carson Wealth, Cetera Advisor Networks, Charles Schwab, Northwestern Mutual, and Balanced Financial Inc. Outside of his advisory work, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using discretionary model portfolios and a combination of fundamental and technical analysis supported by third-party sub-advisors and customization tools.

Mark Jackson is a Series 65–registered financial advisor at CWM, LLC with two years of industry experience. His prior roles include positions at Gold Family Wealth and Excel Partners. Outside of his advisory work, he has been involved with the Church of the Archangels and High Rise Basketball. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Alicia Baxter is a financial advisor at CWM, LLC with 12 years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at firms including Cetera Wealth Services, Next Financial Group, BancWest Investment Services, and Securities America. Outside of her advisory role, she is involved seasonally as a team member at Vala's Pumpkin Patch in Nebraska, where she contributes by baking cookies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, often managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Mark Ring is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Jacob William Advisory and Jacob William, Inc. from 2006 through 2025 and has been with CWM, LLC since 2016. Outside of his advisory role, he serves on the boards of the Baltimore chapter of the Boy Scouts of America and the Maryland Council of Economic Education. 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 portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis along with third-party sub-advisors, offering a range of planning and retirement services.

Keys Tinney is a CFP® with 27 years of industry experience. He is currently with CWM, LLC and Carson Wealth, and has previously worked at Blue Sky Asset Management, Stephen A. Kohn & Associates, and Aveo Capital Partners. 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 discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plans, institutional services, and transparent conflict disclosures.

Bruce Eisenhauer is a financial advisor with CWM, LLC, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has worked at CWM, LLC since 2018 and previously spent 16 years at LPL Financial. Outside of advising, he is involved in income tax preparation through Meikle Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients via a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios supported by both fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan services and fiduciary processes.

Thomas Noel is a financial advisor with CWM, LLC based in Fountain Hills, AZ, holding a ChFC® designation and Series 63 license, with 36 years of industry experience. He has worked at firms including LPL Financial and Cetera Advisor Networks, and has been a partner at Noel-Schopen, LLC since 2011. Outside of advisory roles, he is involved as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, families, foundations, and institutions, through a network of more than 600 advisors. The firm employs discretionary portfolio management guided by an in-house Investment Committee and offers a variety of services including financial planning, sub-advisory, and retirement-plan solutions.