Erin Sibley is a CFP® professional with 15 years of experience currently serving as a wealth advisor at CWM, LLC in Baton Rouge, LA. Her prior experience includes roles at Raymond James Financial Services, Inc., and Shobe & Associates, Inc. Outside of financial advising, she maintains an interest in entrepreneurship through her involvement with Sweet Elizabeth Cake Designs, LLC, where she handles bookkeeping and payroll. 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, and retirement plan services using discretionary model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with customized solutions.

Nolan Schultz is a CFP® professional with eight years of industry experience, currently serving as an Associate Wealth Advisor at CWM, LLC. He has held roles at Carson Wealth, Cetera Advisor Networks, and Charles Schwab, among others. Outside of advisory work, he is also an insurance agent specializing in life, health, and accident coverage. 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 provides portfolio management, financial planning, and retirement-plan services, typically managing discretionary accounts using model portfolios guided by an internal Investment Committee and combining various analytical and customization tools.

Brian Doyle is a financial advisor with CWM, LLC in Lebanon, NH, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Wells Fargo Advisors and related entities from 2009 to 2026, and he is currently a principal of Doyle & Loughman Wealth Management Group LLC. He also has ownership interests in investment-related ventures including Birch Point and Doyle Loughman Wealth Management Group. 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 primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

Marcus Groeneveld is a Certified Financial Planner® (CFP®) with 16 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC, where he has worked since 2023. Prior to joining CWM, he held roles at Fisher Investments and Ameriprise Financial Services, Inc. Marcus serves as treasurer for a nonprofit soccer club, FC77, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts on a discretionary basis with model portfolios and a combination of fundamental and technical analysis.

David Barnett is a financial advisor at CWM, LLC in Augusta, GA, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked at Strategic Financial Management and First Citizens Securities Corp. Outside of his advisory role, Barnett is the owner and founder of DPH Technologies, LLC, a company specializing in professional golf data and statistics software. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. 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 offer portfolio management, financial planning, and a range of retirement-plan services.

Breanne Vugteveen is a financial advisor with CWM, LLC in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Her career includes roles at Kanai Wealth Management Group, Cetera Wealth Services, LLC, and LPL Financial. She serves as Michigan Board President for Bethany Christian Services, a nonprofit organization. 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 employs a discretionary, model-driven investment approach combining fundamental and technical analysis, third-party sub-advisors, and customized solutions while providing a range of portfolio management, financial planning, and retirement-plan services.

Eleni Yeros is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Wambolt & Associates since 2018 and joined both CWM, LLC and Carson Wealth in 2025. 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 in-house Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions, emphasizing fiduciary processes and a range of operational features such as revenue-sharing disclosures and a lead-generation platform.

Mia Heinrichs is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 66 credential and has previously worked at Ameriprise Financial Services, Carson Wealth, and Northwest Capital Management. Outside of her advisory role, she is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Jesse Murphy is a CFP®-designated financial advisor with 43 years of industry experience, currently affiliated with CWM, LLC. His prior roles include positions at Carson Wealth, Cetera Wealth Services, LPL Financial, Happy State Bank, Cadaret, Grant & Co., Inc., and his own firm, Murphy Financial Advisors, Inc. Outside of advisory work, he is an insurance agent selling life, health, disability, annuities, and long-term care 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 manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools. CWM offers a range of services including portfolio management, financial planning, retirement-plan services, and sub-advisory options.

Sarah James is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at CWM, LLC and has held prior roles at OneDigital Investment Advisors, Oakeson Steiner Wealth & Retirement, Lutz & Company, and McDermott & Miller, PC. 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 developed by an internal Investment Committee and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions with a focus on fiduciary processes and operational transparency.

Christopher Graw is a CFP® with 23 years of industry experience currently serving with CWM, LLC. His prior experience includes roles at Northwestern Mutual and Cetera, among others. Outside of advisory work, he serves as a board member of the Indian Creek Native Center, a nonprofit organization. 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 manages discretionary accounts using model portfolios supported by an in-house Investment Committee and combines fundamental and technical analysis with access to alternative investments and customization tools.

Brian Rorick is a CFP® professional with 24 years of industry experience, currently serving at CWM, LLC. He has previously worked at Axcent Private Capital, Aveo Capital Partners, DMK Advisor Group, and Stephen A. Kohn & Associates. Outside of his advisory role, he is CEO of Organic Vines, LLC, an agricultural business, and a board member of Chesterton Academy of Our Lady of Victory, a charitable organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary model portfolios and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Daniel Barker is a financial advisor with CWM, LLC based in Southlake, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Carson Wealth, Linsco/Private Ledger Corp., and Pinnacle Financial Group. Outside of advising, he serves as a high school basketball referee for the Fort Worth Basketball Officials 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios overseen by an in-house Investment Committee and incorporating multiple analytic and customization tools.

David Carroll is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His prior roles include positions at Carson Wealth, Purshe Kaplan Sterling Investments, Elk River Wealth Management, Mutual of Omaha Bank, and LPL Financial. He is also registered as a fixed/traditional insurance agent. 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 provides portfolio management, financial planning, sub-advisory services, and retirement-plan offerings, typically managing accounts on a discretionary basis using model portfolios governed by an internal Investment Committee.

Liam West is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Sweet Financial Partners and Carson Group. Outside of finance, he works as a bartender and server at Champions Run Country Club. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm employs discretionary management using model portfolios guided by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Matthew Mcaleer is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. Prior to joining CWM, he worked at KPMG for six 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 more than 600 advisors. The firm manages accounts using model portfolios governed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Cael Crispin is a financial advisor with CWM, LLC holding a Series 65 credential and two years of industry experience. Prior to joining CWM, he worked at Carson Wealth and The Retirement Planning Group. His background includes diverse roles outside finance, such as positions in education and local businesses. 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, and retirement-plan services using model portfolios guided by an in-house Investment Committee and various customization tools.

Douglas Fluke is a CFP® with 28 years of industry experience, currently affiliated with CWM, LLC in Atlanta, GA. His prior roles include positions at Carson Wealth, Cetera Wealth Services, LLC, DSF Wealth Management, LLC, and LPL Financial, LLC. Outside of advisory services, he serves on the board of YMCA Camp High Harbor, where he assists with fundraising events. 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 offers a range of portfolio management and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Daniel Foran is a CFP® certificant with 43 years of experience in the financial services industry. He is currently with CWM, LLC and has held previous roles at LPL Financial and Raymond James Financial Services. He is also involved in teaching through Financial Network Educators and operates Foran Financial Group. 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. The firm manages discretionary accounts using model portfolios developed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, and retirement-plan solutions.

Abigail Hollar is a CFP® professional at CWM, LLC with 16 years of industry experience. She previously worked at Advisory Alpha LLC for seven years and Conger Wealth Management for eight years. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, and institutional clients through a large network of more than 600 advisors. The firm offers portfolio management, financial planning, and a range of retirement-plan services, utilizing model portfolios governed by an in-house Investment Committee and combining various analytical and investment tools.