Keith Blythe is a financial advisor with CWM, LLC in Decatur, Indiana, holding Series 63 and Series 66 licenses and with 19 years of industry experience. His prior roles include positions at Cetera Wealth Services, OLD NATIONAL BANK, LPL Financial, and SSN Advisory. He is also involved in providing brokerage and advisory services through Bixler Financial and sells fixed insurance products. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including 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 with third-party sub-advisors and customization tools, emphasizing retirement plan services and operational transparency.

Connor White is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has worked at Carson Wealth and CWM, LLC since 2022. Outside of his advisory roles, his background includes experience in education and nonprofit settings such as Wheaton College and Pine Cove Christian Camps. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm manages portfolios using discretionary, model-driven approaches combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on fiduciary processes and a broad range of retirement and institutional services.

Torrey Pine is a CFP® with three years of industry experience, currently affiliated with CWM, LLC. Prior to joining CWM, they worked at Carson Wealth and Integrated 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 over 600 advisors. The firm manages portfolios using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Alexis Karn is a financial advisor at CWM, LLC with four years of industry experience. She holds a Series 65 designation and has worked previously at Royal Alliance and Karn, Couzens & Associates, Inc. In addition to her advisory role, Karn is involved in content creation on Instagram and works as an insurance agent selling life, health, disability, annuities, and long-term care products. 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.

Daniel Edwards is a financial advisor with CWM, LLC based in Southlake, TX. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Bank of America, Merrill, Cetera Wealth Services, and Armstrong Purselley Wealth Management. 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 portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing a combination of in-house investment committees, third-party sub-advisors, and customization tools.

Michael Fielder is a financial advisor with CWM, LLC, holding Series 63 and Series 66 registrations and 19 years of industry experience. His prior roles include positions at Tungsten Wealth Management, LPL Financial, Purshe Kaplan Sterling Investments, Heritage Oak Wealth Advisors, and Arvest 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 over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, offering a range of retirement plan and advisory services.

James Cuorato III is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with CWM, LLC and Carson Wealth, having previously worked at Stonecrop Wealth Advisors, LaSalle Street Investment Advisors, and as a retirement planning specialist. 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 offers portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, managing accounts on a discretionary basis using model portfolios guided by an internal Investment Committee.

James Couzens is a ChFC® credentialed financial advisor with 56 years of industry experience. He is currently a wealth advisor at CWM, LLC and has previously worked at Karn, Couzens & Associates, Inc. and Royal Alliance Associates, Inc. Couzens is also licensed to sell fixed insurance products, including life, disability, annuities, and long-term care 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 offers portfolio management, financial planning, and retirement plan services, employing a discretionary investment approach with model portfolios overseen by an internal Investment Committee.

Scott Rhodes is a financial advisor with CWM, LLC in Seattle, WA, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Northwest Capital Management and Kutscher Rhodes & Benner, Inc. Outside of his advisory work, Rhodes serves as Treasurer of the Quartermaster Yacht Club, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages portfolios using model strategies guided by an Investment Committee, combining fundamental and technical analysis with third-party sub-advisors, and offers a range of financial planning and retirement services.

James Quigley Jr. is a CFP® with 36 years of industry experience, currently serving at CWM, LLC. His prior experience includes roles at Cetera Advisor Networks, Barrington Wealth Management, and LPL Financial. He is a board member of Hope's, a humanitarian development organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, 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.

Neal McGrath is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at Carson Wealth, Cetera Advisor Networks LLC, Aptus Wealth Planning, and LPL Financial. Outside of advisory roles, he is an insurance agent selling life and annuities and is the owner of Pittsburg Wealth Management, LLC, a business entity maintained for tax purposes. 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 offers portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis supported by third-party sub-advisors and customization tools.

Benjamin Bender is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Carson Wealth, Cetera Advisor Networks, Capitas Financial, and Raymond James Financial Services. Outside of advisory work, he is the owner of Epicurus Holdings, LLC, a holding company established for employee payments and tax purposes. CWM, LLC serves a diverse client base including 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 overseen by an in-house Investment Committee and offers a range of financial planning, portfolio management, and retirement-plan services.

Jack Williams is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Carson Wealth, JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm primarily manages accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee and offers a comprehensive range of portfolio management, financial planning, retirement-plan services, and sub-advisory options.

Micoli Bates is a financial advisor with CWM, LLC in Wichita, KS, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Dome Holdings, Cetera Advisor Networks, Driven Wealth Strategies, and Waddell & Reed Inc. Outside of advisory services, she operates a crop insurance data entry business as a sole proprietor. 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, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Jeremy Matranga is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at CWM, LLC since 2022, previously spent nine years with Cetera Advisors LLC, and has operated Matranga Tax Advisors, LLC since 2004. He is involved in writing and selling a book as a business activity outside of advising. 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 portfolios primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Paris Proctor is a financial advisor with CWM, LLC, holding a Series 66 designation and two years of industry experience. Their prior roles include positions at Carson Wealth and Raymond James Financial. Outside of advising, Proctor has experience in nonprofit work and various entrepreneurial ventures, including involvement with Goodie Nation 501c3 and small business ventures in the food and cleaning service sectors. 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 and a range of retirement-plan services, typically managing accounts on a discretionary basis using model portfolios supported by an in-house Investment Committee and a combination of analytical tools and third-party resources.

Rodrigo Garay is a financial advisor at CWM, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Carson Wealth. Garay also serves as adjunct faculty for business and language courses at Salt Lake Community College and the University of Utah and is an accredited advisor for the Capitaliz Value Acceleration system. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, 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 with a blend of fundamental and technical analysis and third-party sub-advisors.

Brian Staples is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at CWM, LLC in Atlanta, GA. His prior experience includes roles at Carson Wealth, Woodbury Financial Services, Inc., and Jon Baker Financial Group. In addition to his advisory work, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Fred Shocket is a CFP® with 32 years of industry experience, currently affiliated with CWM, LLC. His prior roles include positions at Cetera Wealth Services, VOYA Financial Advisors, and Financial Independence Planning, where he provides advisory services. He is also an independent insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, with a discretionary investment approach that integrates model portfolios, third-party sub-advisors, and customized solutions.

Robert Ashby III is a financial professional with 15 years of industry experience, currently affiliated with CWM, LLC in Omaha, NE. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Cetera Wealth Services, BMO Harris Bank, LPL Financial, BancWest Investment Services, and COR Clearing. 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 discretionary account management with model portfolios overseen by an Investment Committee and utilizing various analysis and customization tools.