Larry Rose is a financial advisor with CWM, LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior work includes roles at Harbor Wealth Management LLC and Comprehensive Asset Management and Servicing, Inc. He serves as treasurer for CASA of Brown County, a nonprofit children's advisory organization. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and incorporates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Stephanie Henderson is a financial advisor with CWM, LLC, holding a Series 65 credential and beginning her career in 2025. Prior to joining CWM, she worked at Olivier Group and held various roles including positions with Louisiana Economic Development and the Teachers' Retirement System of Louisiana. 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, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Stephen Bogosian is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Carson Wealth, Beacon Capital Management, Northern Lights Distributors, Swan Global Investments, and Athenainvest Advisors. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm uses discretionary model portfolios managed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, variable sub-account management, sub-advisory, and retirement-plan services.

Byron Watkins is a financial advisor with CWM, LLC, holding a Series 66 credential and 18 years of industry experience. He has previously worked with firms including Cetera Advisor Networks and Waddell & Reed, Inc. Outside of advising, Watkins serves as a city representative for the annual Crawl for Cancer fundraiser in Wichita, organizing and promoting the event for local nonprofits benefiting cancer patients. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, retirement-plan services, and access to alternative investments.

Michael Salemy is a financial advisor with CWM, LLC based in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at SRQ Wealth, Cetera Advisor Networks, Bast Financial Group, Northwestern Mutual, and USAA Financial Advisors. Outside of advising, he serves as secretary of the Play for Life Foundation, a nonprofit focused on health improvements for youths, veterans, firefighters, and law enforcement, and as treasurer for the St. John Heart Foundation, which raises funds to build and operate a hospital in a low-income country. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors, while offering retirement-plan services and customized investment solutions.

Tricia De Haan is a financial advisor at CWM, LLC with five years of industry experience. She holds a Series 66 designation and has worked at several firms including Carson Wealth, Raymond James Financial, and Marion County Bank. Outside of her advisory role, she serves as secretary for a local religious organization, New Life Prison Church. 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 typically manages accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee and offers a range of portfolio management, financial planning, and retirement-plan services.

Cynthia Hunt is a financial advisor at CWM, LLC with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Carson Wealth, Pgi Wealth Management, Cyntax, LLC, and Avantax Investment Services, INC. Outside of her advisory role, Hunt owns and manages a tax preparation and planning business and serves on the boards of the Alabama Society of Enrolled Agents and the Accreditation Council for Accountancy and Taxation. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients. The firm uses discretionary management with model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customized solutions such as Orion Custom Indexing and access to alternative investments.

Lori Daff Siggins is a financial advisor with CWM, LLC, holding CFP® and ChFC® designations and the Series 66 license. She has 24 years of industry experience and has worked with firms including Lions Gate Wealth Management and Mid Atlantic Financial Management. She is a co-owner of MusicTime Productions, LLC, an educational curriculum business, and serves as a Legacy Team Committee Member for Peace Presbyterian Church. CWM, LLC is an SEC-registered investment adviser that serves 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 using model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Chad Olivier is a CFP® with 30 years of industry experience, currently serving as an investment advisory representative at CWM, LLC. His prior experience includes roles at LPL Financial and Cetera Wealth Services. Outside of his advisory work, he is president and author at The Olivier Group, LLC, where he offers financial services and authors books, and he serves as a board member for the nonprofit Friends of MAC. 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 a discretionary portfolio management approach using model portfolios governed by an internal Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

John Harty III is a financial advisor with CWM, LLC in San Rafael, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Wealth, LPL Financial, and Sterling Bank & Trust. He serves on the advisory board of the Corinthian Yacht Club of San Francisco. 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, typically managing accounts on a discretionary basis using model portfolios and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Kyle Odeshoo is a financial advisor at CWM, LLC with a Series 65 credential. He has been in the industry since 2026, with prior experience at Carson Wealth and March McLennan Agency. 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 more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Elizabeth Hinton is a financial advisor at CWM, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Carson Wealth, Smith Wealth Management Group, and LPL Financial. In addition to her advisory role, she serves as a notary. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Jaclyn Peal is a financial advisor at CWM, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Wealth Services, Gemini Fund Services, Northern Lights Distributors, and CLS Investments. Peal also serves as Vice President of Business Consulting for CWM’s Carson 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 more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing discretionary model portfolios governed by an in-house investment committee and supported by a range of third-party providers and customization tools.

Adam Finch is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with CWM, LLC and its DBA Carson Partners, where he has served as a wealth advisor since 2021. His prior experience includes long-term roles at Sigma Planning Corp and RFC Financial Planners. Finch is also involved as a co-owner and financial planner of a fixed insurance business and holds leadership roles on the board of the Financial Planning Association of Michigan. 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 a discretionary management approach employing model portfolios overseen by an internal Investment Committee.

Shannon Herrell is a CFP® with 11 years of industry experience, currently serving as a wealth advisor at CWM, LLC. Herrell has held roles at multiple affiliated firms, including Cetera Wealth Services and White Ember Financial Planning. In addition to her advisory work, she provides notary services. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Jill Beaudry is a financial advisor at CWM, LLC with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Cetera Wealth Services, Family Wealth Guidance, and Raymond James Financial Services. Outside of advising, she serves as a notary public, notarizing documents. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 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.

Krystle Mayorga is a financial advisor with CWM, LLC holding a Series 65 credential and three years of industry experience. She has previously worked at Yuma Investment Group Wealth Management and Advanced Benefits Consulting. In addition to her advisory role, Mayorga is a licensed real estate agent with Keller Williams Realty, focusing on facilitating land and property transactions. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services such as portfolio management, financial planning, sub-advisory, and retirement-plan programs.

Marc Schliefer is a CFP® professional affiliated with CWM, LLC and has 43 years of experience in the financial services industry. His career includes roles at EPI Wealth Management, Cetera Wealth Services, and LPL Financial, among others. Schliefer is also involved in operating Equity Planning, Inc. and Equity Planning Institute, Inc., which have been active since the late 1970s. He serves as president and owner of EPI Wealth Management, Inc., a business focused on expense management. 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 provides portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, typically managing accounts on a discretionary basis with model portfolios overseen by an in-house Investment Committee.

Jonathan Schaeffer is a financial advisor at CWM, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Cetera Wealth Services and Merrill. He also serves as a client services associate at Applied Financial Planning. 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 on a discretionary basis using model portfolios and combines multiple investment strategies, while offering a range of retirement-plan services and maintaining fiduciary oversight.

Matthew Alspaugh is a financial advisor with CWM, LLC in Indianapolis, IN, holding Series 65 and Series 63 designations and having 11 years of industry experience. He has worked at CWM since 2018 and concurrently serves as a paraplanner at Wealthcare Partners Ltd. Prior to that, he held roles at Cadaret, Grant & Co., Inc., Cetera Wealth Services, LLC, OneAmerica Securities, and American United Life. 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 a discretionary approach using model portfolios overseen by an Investment Committee and offers portfolio management, financial planning, retirement-plan services, and access to alternative investments.