Gabriel Jones is a financial advisor at CWM, LLC with 12 years of industry experience. He holds the Series 65 designation and previously worked at Advanced Asset Management, LLC for nine years before joining CWM and AAA Financial Planning and Investments in 2023. 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 more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, using discretionary model portfolios supported by an in-house Investment Committee and a variety of analytical and customization tools.

Jeff Bornhoft is an investment advisory representative with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2017 and CWM, LLC since 2016. 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 a range of retirement-plan services, managing accounts primarily on a discretionary basis with a model portfolio approach overseen by an in-house Investment Committee.

Robert Karn is a CFP®-designated financial advisor with 42 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked with firms including Royal Alliance Associates, Inc. and his own Karn, Couzens & Associates, Inc. He is involved in several other business activities, including ownership of holding companies and providing notary services. 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, retirement-plan services, and utilizes model portfolios managed by an in-house Investment Committee combined with various analytical tools and third-party resources.

Tina Cicci is a financial advisor with CWM, LLC, holding a Series 66 designation and 14 years of industry experience. She has held positions at Cetera Wealth Services, Carson Wealth Management, DC Advisors, and LPL Financial. Outside of advisory work, Cicci serves as a head coach for youth cheerleading at Walpole Youth Football & Cheer. 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, retirement-plan services, and sub-advisory options using a discretionary, model-driven investment approach governed by an in-house Investment Committee.

Christopher Brostrom is a CFP® with 14 years of industry experience, currently serving as an advisor at CWM, LLC. His prior roles include positions at Carson Group, LPL Financial, RINK & ROLF, Dennis Duckworth, and Waddell & Reed. He is also president of the Lincoln East Rotary Club, where he leads weekly and monthly meetings. CWM, LLC is an SEC-registered adviser with over 600 advisors serving individuals, families, foundations, endowments, corporations, and institutions. The firm manages accounts using discretionary model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Marc Wambaugh is a CFP® professional with 19 years of industry experience, currently serving at CWM, LLC. His prior roles include positions at Carson Wealth, Total Wealth Planning, LLC, and Cassady Schiller Wealth Management. CWM, LLC is an SEC-registered investment adviser supporting a diverse client base that includes individuals, high-net-worth families, and institutional clients through a network of more than 600 advisors. The firm employs discretionary model portfolio management alongside fundamental and technical analysis, utilizing third-party sub-advisors and customization tools to serve its clients.

Ciara Stewart is a CFP® professional at CWM, LLC with three years of industry experience. She has worked at Heritage Financial and Investment Services, LLC and Commonwealth Financial Services, LLC. Outside of her advisory role, she serves as Vice President and Advisor of the Monroe County 4H Committee/Cross County Classics 4H Club. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and a range of retirement plan solutions, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Ryan Thompson is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Silverhawk Private Wealth, Edward Jones, and John Hancock in various roles. 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 and retirement-plan services, employing model portfolios overseen by an in-house Investment Committee and utilizes a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Matthew Krefting is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 credential and has worked at Gold Family Wealth, Tiffany & Co, and Morgan Stanley. 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 portfolio management approach with model portfolios governed by an internal Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement-plan solutions.

Eugene Daniller is an investment advisory representative with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cetera Wealth Services, Equity Planning Inc, and Carson Wealth Management Group since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. 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 through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, while offering a range of retirement plan services and institutional solutions.

Carlas Allgood is an investment advisor at CWM, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LPL Financial, and operates Allgood Financial Advisory. He is also an insurance agent specializing in life, annuities, and long-term care products. 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 provides portfolio management, financial planning, and retirement-plan services using model portfolios overseen by an internal Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Debra Ranguette is a financial advisor at CWM, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and LPL Financial. Outside of advising, she is a partner at an accounting and tax firm and serves as a director on the board of Badger Bank. 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 offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary management with model portfolios governed by an in-house Investment Committee and access to alternative investments.

Eli Daugs is a financial advisor with CWM, LLC in Nashville, TN, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Harrison Wallace Financial Group, Ltd and Carson Group, as well as teaching experience at the University of Tampa and several high schools. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors, and offers a range of retirement plan services and other investment solutions.

Kevin Oleszewski is a financial advisor with CWM, LLC, holding CFP® and Series 66 designations and nine years of industry experience. His prior work includes roles at Carson Wealth, Wealth Enhancement Group, PNC Bank, and Wells Fargo Advisors. He serves as an adjunct professor teaching accounting and finance courses at multiple institutions including Immaculata University and Atlantic Cape Community College. CWM, LLC is an SEC-registered 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 model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Thomas Hall is a CFP® and ChFC® with 33 years of industry experience, currently serving as an advisor at CWM, LLC. His prior roles include positions at Carson Wealth, Cetera Wealth Services, Signal Wealth, and Securities America, among others. Outside of advising, he is the founder and president of a software application company, Advisor Metrix LLC, and holds several leadership roles including board member of the Entrepreneurs' Organization Utah chapter and treasurer for a nonprofit organization, Sentience Retreats. 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 employs a discretionary management approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory services, and retirement plan solutions.

Noah Kingston is a financial advisor at CWM, LLC with a Series 66 credential and two years of industry experience. His prior work includes roles at Cetera Wealth Services and NP Dodge Management Company. He also serves as an analyst in compliance for CWM’s Carson Group Holdings, conducting audits to ensure adherence to firm policies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors, offering portfolio management and a range of retirement-plan services guided by an in-house Investment Committee.

David Parkinson is a CFA® charterholder based in Orange, Virginia, with 23 years of experience in the financial services industry. He has worked at Greylin Investment Management Inc for over three decades and held roles at Pgi Wealth Management before joining CWM, LLC and Carson Wealth in 2026. 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 integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, with an emphasis on retirement plan services and transparent conflict-of-interest disclosures.

Abigail Funk is a financial advisor with CWM, LLC who holds a Series 65 designation and has three years of industry experience. Prior to joining CWM, she worked at Avery Wealth, Inc., and has also held positions outside finance, including roles at Spring Arbor University and McDonald's. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm uses discretionary model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Clark Mcdonald is a financial advisor with CWM, LLC based in Wichita, KS, holding a Series 66 designation and ten years of industry experience. His work history includes roles at Cetera Advisor Network, Driven Wealth Strategies, and Waddell & Reed, Inc. Outside of his advisory duties, he volunteers with the Alzheimer’s Association Central and Western Kansas. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

James Hughes is a CFP® professional with seven years of industry experience. He is currently with CWM, LLC and has previously worked at Shane Hall Financial and PlanMember Securities Corporation. Outside of his advisory roles, he has provided administrative securities support and sales generation for Shane Hall Financial. CWM, LLC is an SEC-registered investment adviser serving individual, high-net-worth, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis with a combination of fundamental and technical analysis and access to alternative investments.