Eric Wishan is a financial advisor with CWM, LLC based in Lake Oswego, OR, holding a Series 66 license and with 21 years of industry experience. He has worked at LPL Financial, LLC from 2005 to 2018 and has been with CWM, LLC and its affiliated entities since 2018. Outside of his advisory work, Wishan serves as Regional Director of the Northwest Region of the Ferrari Club of North America and is President of a homeowners association. 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’s investment approach includes discretionary management using model portfolios overseen by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Mark Schlipman is a financial advisor with CWM, LLC in Quincy, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes twelve years at LPL Financial, followed by ten years with CWM, LLC and nine years at Cetera Wealth Services, LLC. Outside of his advisory role, he serves as a board member for the Church of St. Peter, advising on financial matters, and is a co-author and publisher of a self-help book. 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 supported by an Investment Committee and combines fundamental and technical analysis with third-party sub-advisors, offering a range of portfolio management and retirement-plan services.

William Morrison is a CFP® and ChFC® with 22 years of experience in financial advisory services. He is currently with CWM, LLC, where he has worked for 10 years, and has held roles at Jacob William Advisory and Jacob William, Inc. Morrison serves as an adjunct professor at Towson University and is a board member for both the University of Baltimore Foundation and the Pro Bono Counseling Project. 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 offers portfolio management, financial planning, retirement-plan services, and employs a discretionary management approach using model portfolios governed by an in-house Investment Committee.

Paul Boudwin is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Wealth Standard Financial, LPL Financial, Cetera Investment Services, and Regions Bank. Outside of advising, he is the owner and CEO of an apparel business, Unlike Regular People. 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 guided by an in-house Investment Committee and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Robert Siegmann is a financial advisor at CWM, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Total Wealth Planning, LLC for 11 years before joining CWM and Carson Wealth in 2025. Outside of his advisory role, he owns rental property. 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 discretionary model portfolios managed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.

Lujane Hanna is a CFP® with three years of industry experience. She is currently with CWM, LLC and has held previous positions at Valorem Financial and Bridge Financial. Hanna also worked at the University of Colorado Denver and Dakota Ridge High School in earlier roles. 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 uses discretionary model portfolios governed by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jon Mommaerts is a CFP® certificant with 32 years of experience in financial services. He is currently with CWM, LLC and Carson Wealth, having previously worked at ERTS Wealth Advisors, SagePoint Financial, and AIG American General Life Insurance Company. Outside of advisory work, he serves as board member and treasurer for Norway Springs, Inc., a bottled water production and distribution company, and is the executive chairman of Berkshire Springs Holding Company, another bottled water distributor. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through over 600 advisors. The firm manages discretionary portfolios using model strategies supported by an in-house Investment Committee and third-party resources, offering services including retirement-plan consulting, financial planning, and sub-advisory solutions.

Micah Shilanski is a CFP® with 21 years of industry experience currently with CWM, LLC. His prior experience includes 13 years at Summit Brokerage Services Inc. He serves as president and board member for multiple nonprofit organizations, including the Friends of Birchwood and the Shilanski Foundation, and is involved in several entrepreneurial ventures such as a tech platform and tax services. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, and institutional clients. The firm provides portfolio management, financial planning, and retirement plan services, utilizing discretionary model portfolios supported by an in-house Investment Committee and third-party sub-advisors.

Erin Jones is a financial advisor with CWM, LLC in Madison, WI, holding CFP® and ChFC® designations and over 18 years of industry experience. She has worked with Cetera and Harbour Investments, among other firms. Outside of advisory work, Jones serves as secretary on the boards of the DeForest Area Rotary Club and Prairie Ridge Health Hospital and is president of a local snowmobile club. 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 sub-advisory solutions, typically managing accounts on a discretionary basis with a combination of fundamental and technical analysis and access to alternative investments.

Jamie Decarlo is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has held roles at Valorem Financial and Carson Group and has prior work experience in retail and corporate sectors including Target Corporation and Capri Holdings Limited. 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 manages portfolios using model strategies supervised by an in-house Investment Committee and offers a range of services including financial planning, retirement plan solutions, and access to alternative investments.

Kyle Hatch is a CFP®-certified financial advisor with 20 years of industry experience, currently serving at CWM, LLC in Omaha, NE. His prior experience includes 15 years at TD Waterhouse Investor Services, Inc. Before joining CWM, he had a brief period outside the industry in 2021. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios governed by an in-house Investment Committee and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Douglas Boring is a CFP® professional with 23 years of industry experience, currently affiliated with CWM, LLC in Roseville, CA. His prior roles include positions at Aspire Financial Planning, The Wealth Consulting Group, LPL Financial, and PRINCOR. Outside of advising, he serves as a board member for Pacific Unity Insurance Solutions and acts as trustee for a family generation-skipping trust. 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 provides portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing discretionary model portfolios guided by an internal Investment Committee and a combination of fundamental and technical analysis.

Christopher Allen is a CFP® with 10 years of industry experience, currently serving as an advisor at CWM, LLC and Carson Wealth since 2025. He previously worked at Total Wealth Planning, LLC for 11 years. Outside of his advisory role, Allen is the President of the Emerging Leaders Board at 1N5, a charitable organization where he organizes events and leads fundraising efforts. 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 guided by an in-house Investment Committee and offers a range of retirement and sub-advisory services with a focus on fiduciary processes and platform partnerships.

Steven Anderson is a CFP® with 20 years of industry experience currently serving at CWM, LLC since 2019. His prior roles include positions at Carson Wealth, Navion Financial Advisors, LPL Financial, and Mass Mutual Investors Services. He is involved in several nonprofit organizations, including serving as President of a family foundation and holding board memberships with Inclusive Arts Alliance and Chautauqua Dance Circle. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, families, foundations, and institutional clients. The firm manages portfolios on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of services such as financial planning, retirement plan management, and access to alternative investments.

Kyle Schliefer is a financial advisor at CWM, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Cetera Wealth Services, LLC since 2022. Outside of finance, Kyle has worked professionally as an actor in theatre, movies, and television since 2001. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and integrates fundamental and technical analysis with third-party sub-advisors and customization tools.

Shawndi Purselley is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with CWM, LLC. She has worked at several firms including Cetera Wealth Services, First Financial Equity Corporation, and National Planning Corporation. Outside of advisory roles, Purselley owns an online boutique that buys and sells women's clothing. 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 and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to deliver portfolio management, financial planning, and retirement-plan services.

Cody Boring is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Aspire Financial Planning, Pacific Unity Insurance Solutions, Norwalk La Mirada Unified School District, and Biola University. Outside of advisory services, he is also licensed as an insurance agent selling life, health, disability, annuities, long-term care, home, auto, and commercial insurance. 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 provides portfolio management, financial planning, and retirement-plan services, employing discretionary account management with model portfolios overseen by an internal Investment Committee.

Thomas Latchford is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he serves as a poll worker for the Douglas County Election Commission. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a large network of advisors. The firm typically manages discretionary accounts using model portfolios and a combination of fundamental and technical analysis, sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Sherry Tomasello is a financial advisor with CWM, LLC and holds a Series 66 designation. She has 16 years of industry experience and has previously worked with firms including Elk River Wealth Management, Purshe Kaplan Sterling Investments, LPL Financial, Mutual of Omaha Bank, and U.S. Bancorp Investments. She is also an Operations Associate assisting new representatives at CWM, LLC dba Carson Partners and Carson Group Holdings. 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 on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of retirement plan services and customized investment solutions.

Jace Rees is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Stoneway Financial, LLC since 2021. His background also includes roles at Dallas National Golf Club, Dallas Baptist University, and Grace Community High School. 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, employing a discretionary, model-based approach supported by an in-house Investment Committee and a variety of third-party resources.