Chad Marriott is a CFP® professional with seven years of experience in the financial services industry. He is currently affiliated with CWM, LLC and has previously worked at firms including Cetera Wealth Services and The Vanguard Group. Marriott also holds a role as an insurance agent selling fixed insurance products. 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 offers portfolio management, financial planning, and retirement-plan services, using discretionary account management guided by an internal Investment Committee and a combination of fundamental and technical analysis.

Alicia Reed is a financial advisor at CWM, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Lions Gate Wealth Management. Reed has been with CWM since 2019. 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 services, utilizing discretionary management with model portfolios overseen by an internal Investment Committee.

Owen Mc Cone is a financial advisor at CWM, LLC with Series 65 credentials and less than one year of industry experience. His prior work history includes roles at Chessman Wealth Strategies, Vineyard Family Wealth Advisors, Integrity Road Wealth Partners, and Northwestern Mutual. Before entering the financial industry, he worked in education at Liberty University, Fayetteville High School, and Woodland Junior High School. 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, sub-advisory services, and retirement-plan services, utilizing model portfolios governed by an in-house Investment Committee and incorporating fundamental and technical analysis alongside third-party sub-advisors.

Scot Thigpen is a CFP® with 30 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2018. Prior to that, he worked at CS Planning Corp for nine years. Thigpen holds roles on the board of Extra Table, a nonprofit providing food pantries and soup kitchens with food, and serves on the investment committee of the Community Foundation of Mississippi. He is also president of the Magnolia State Charitable Gift Planners. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of financial planning, portfolio management, and retirement plan services.

Steven Synowicki is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has held roles at Cetera Wealth Services, LLC and LPL Financial, LLC, and serves as Director of Training at Carson Wealth Management, providing resources to enhance operational efficiencies. 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 manages discretionary portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan fiduciary processes and regular client reporting.

Stephanie Knapp is a financial advisor with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at Cetera Wealth Services, Securities America Advisors, and TD Ameritrade. She also serves as Director of Client Services at CWM, overseeing relationship managers and associates supporting Carson 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 partner offices and over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, utilizing discretionary management with model portfolios governed by an in-house Investment Committee and incorporating multiple investment strategies and customization tools.

Curtis Gross is a CFA® charterholder with seven years of industry experience. He is currently with CWM, LLC and has prior experience at Carson Group and FAI Wealth 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 manages accounts on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Hope Campbell is a CFP® with three years of industry experience, currently affiliated with CWM, LLC and Carson Wealth since 2023. Her prior roles include positions at FAI Wealth Management, Willcox & Savage, P.C., and the University of Virginia. 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 accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Luke Pine is a financial advisor at CWM, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Integrated Wealth Management, LLC for six years. Prior to his advisory career, he was affiliated with Chapman University for four years. 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 offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.

Mark Bain is a financial advisor with CWM, LLC and Bain Wealth Management, LLC, holding the ChFC® designation alongside Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at firms including Cetera Advisor Networks and Purshe Kaplan Sterling Investments. Outside of advising, he is an insurance agent specializing in fixed insurance products such as annuities and long-term care. 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 emphasizes discretionary portfolio management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and maintains a focus on retirement plan and institutional services.

William Norwood is a CFP® with 28 years of industry experience, currently serving as a financial advisor at CWM, LLC and KFA Partners, LLC since 2023. He previously worked at J.P. Morgan Securities from 2012 to 2023 and briefly with Cetera Advisor Networks in 2023. CWM, LLC is an SEC-registered investment adviser that serves a wide range of clients, including 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, utilizing model portfolios managed by an in-house Investment Committee and incorporating fundamental and technical analysis along with third-party sub-advisors and customization tools.

Jon Read is a financial advisor with CWM, LLC based in Cedar Rapids, IA, holding CFP® and ChFC® designations with 14 years of industry experience. His prior work includes roles at TIAA-CREF, Waddell & Reed, and Cetera. He serves as a board member of the Washington County Riverboat Foundation and is secretary of his local homeowners association. 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 provides portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management using model portfolios overseen by an in-house Investment Committee alongside third-party sub-advisors and customization tools.

Andrew Vonderfecht is a financial advisor with CWM, LLC holding a Series 65 designation. He has been in the industry since 2026 and has worked at both CWM, LLC and Oakeson Steiner. His prior experience includes roles outside of finance at Main West Equipment and Touch Above Lawns, as well as involvement with Bro Sno LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through partner offices and a large advisor network. The firm offers portfolio management, financial planning, and retirement services using model portfolios and combines fundamental and technical analysis with various customization tools.

Michael Edwards is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at LPL Financial LLC and Cetera Advisor Networks. Edwards is also an insurance agent specializing in life, disability, annuities, and long-term care insurance. 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 a large network of partner offices and advisors. The firm employs a discretionary management approach using model portfolios supported by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Craig Kliebert is a CFP® with 20 years of experience in financial advising, currently serving as a wealth advisor at CWM, LLC. Prior to joining CWM in 2023, he spent 18 years with Raymond James Financial Services and The Shobe Financial Group. He is active in his community as a board member of the University of Southern Mississippi Alumni Association and as an assistant scout master for a local Boy Scouts troop. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions 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, third-party sub-advisors, and customization tools to support its clients.

Jessica Golson is an investment advisory representative with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at CWM, LLC and Cetera Wealth Services, LLC since 2017 and previously at CLS Investments, LLC and Northern Lights Distributors, LLC from 2011 to 2017. 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 more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and combining internal research with third-party sub-advisors and alternative investment access.

Teal Schoonover is a Series 66-licensed financial advisor with two years of industry experience. She is currently with CWM, LLC and has prior experience at UBS Financial Services, Inc. and several law firms. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jessica Matheson is a financial advisor with CWM, LLC, holding a Series 66 designation and five years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services, as well as a 15-year tenure at Clark Mortenson Agency - The Hilb Group. She has worked with multiple firms concurrently since 2026, including CWM, LLC, Cetera Wealth Services, and Doyle and Loughman Wealth Management Group. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Eric Ford is a CFP® with 19 years of industry experience. He is currently an investment advisory representative at CWM, LLC and has held roles at Cetera and Wealthcare Partners Ltd. Ford is also an owner of two closely held corporations, EF15 Inc. and WCP Management Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm uses a discretionary model portfolio approach overseen by an Investment Committee and offers various advisory and retirement-plan services with an emphasis on fiduciary processes and operational support for institutional clients.

Kara Roloson is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 65 designation and one year of industry experience. Prior to joining CWM, she worked at Dupaco Community Credit Union and has held roles in education and the automotive industry. She serves on the boards of two young professional organizations focused on networking and supporting local schools in the Cedar Rapids area. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using in-house and third-party strategies, offering a variety of retirement-plan services and emphasizing fiduciary oversight and comprehensive client reporting.