Shane Denton is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LPL Financial, and NJN Financial Group. Denton is involved in investment research and portfolio analysis, contributing to the firm's model portfolio strategies. 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, and retirement-plan solutions.

George Davis is a financial advisor with CWM, LLC in Yuma, Arizona, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. His career includes roles at LPL Financial, Private Advisor Group, Yuma Investment Group Wealth Management, and Yuma & Imperial Valley Wealth Management. Davis also has involvement in fixed insurance outside his advisory work. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 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 technology tools, emphasizing fiduciary processes and regular client reporting.

John Dunphy is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at several firms including Haussmann Financial, Inc., Securities America, Inc., and currently Twin Pines Wealth Management and CWM, LLC DBA Carson Partners. Outside of advisory roles, he is involved in managing a fixed insurance business. 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 employs an investment approach combining model portfolios, third-party sub-advisors, and customization tools with a focus on fiduciary processes and client reporting.

Zachary Langan is a financial advisor with CWM, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has previously worked at Cetera Advisor Networks and LPL Financial and also serves as a financial advisor at Wise Counsel Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis through model portfolios overseen by an in-house Investment Committee.

David Matzko is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Morgan Stanley Smith Barney. He serves as a senior analyst in investment research within CWM’s affiliated entities. 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 discretionary management using model portfolios overseen by an internal Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions.

Christopher Tobey is a CFP® with 17 years of industry experience. He has worked at CWM, LLC since 2020 and previously spent ten years at Purshe Kaplan Sterling and Atlantic Capital Management. Tobey is based in Southborough, MA. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory services, and comprehensive retirement-plan solutions.

Victor Bell is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at notable firms including LPL Financial, LLC and Cetera Wealth Services, LLC. Outside of his advisory roles, Bell serves as president of Cornerstone Care, a federally qualified health center, where he oversees board committees and executive functions. 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 using discretionary model strategies and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and comprehensive retirement-plan services.

James De Gaetano Jr. is a CFP® professional with 19 years of industry experience, currently serving at CWM, LLC. His career includes roles at Diamond Wealth Advisors and LPL Financial, among others. Outside of advisory services, he is an author through JD Media LLC and serves as a board member at Shippensburg University. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers discretionary portfolio management using model portfolios, financial planning, and retirement-plan services, emphasizing fiduciary processes, centralized custody, and a combination of fundamental and technical investment approaches.

Patrick Nee is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. His prior work includes roles at Boston Retirement Group, Mass Mutual Investors Services, and MSI Financial Services. He serves as a council member for Saint Margaret Mary. 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, sub-advisory services, and retirement plan solutions utilizing model portfolios overseen by an internal Investment Committee and integration of third-party resources.

Scott Cadwell is a CFP® professional with 33 years of industry experience. He is currently with CWM, LLC and has previously worked at Carson Group, Cetera Advisor Networks LLC, Cadwell Wealth Asset Management, LLC, and LPL Financial, LLC. Outside of advisory roles, Cadwell serves as a board member for One More Child, an organization that supports vulnerable children and struggling families. 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 manages accounts using model portfolios with input from an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, placing emphasis on fiduciary processes and retirement plan services.

Aaron Short is a financial advisor with CWM, LLC and holds a Series 66 designation. He has ten years of industry experience, including six years at Edward Jones and four years managing operations at Geist Family Wealth, where he also serves 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, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of retirement-plan services and customized investment solutions.

Olivia Payne is a CFP® certificant with five years of experience in financial advising. She is currently with CWM, LLC and has previously worked at firms including Northwestern Mutual Wealth Management Company and Pierson Wealth Management. Olivia holds Series 63 and Series 65 licenses. 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 network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee, blending fundamental and technical analysis with third-party sub-advisors and customization tools.

Bradley Michalchuk is a CFP® with five years of industry experience, currently serving with CWM, LLC in Lebanon, NH. His prior work history includes roles at Cetera Wealth Services, Wells Fargo Advisors, and The Millstone Evans 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 through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines multiple investment approaches with various third-party resources and customization tools.

Rebecca Warnick is a financial advisor at CWM, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and operated her own CPA firm, The Warnick Group. Outside of her advisory work, she serves as the president of a local elementary school Parent Teacher 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 more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary, model-driven investment approach supported by an in-house Investment Committee and third-party resources.

John Kozuch is a CFP® professional with 34 years of experience in the financial services industry. He is currently affiliated with CWM, LLC and has held roles at firms including LPL Financial and Cetera Wealth Services. Kozuch is also engaged as an insurance agent, selling life, annuity, 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 employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement plan services.

Caroline Taylor is a financial advisor at CWM, LLC with the designations ChFC® and Series 65, and has two years of industry experience. She previously worked at Prudential Financial and Eaton Vance, among other firms. Outside of her advisory role, she is a co-owner of Pink Suits Enterprises, a marketing business. 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 overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Joshua Potts is a financial advisor with CWM, LLC and holds a Series 65 designation. He began his advisory career in 2026 and previously worked at Carson Wealth. His background includes time in education and roles outside the financial industry. 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 over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Jonathan Moyer is a CFP®-credentialed advisor with 23 years of industry experience, currently affiliated with CWM, LLC. He previously worked at CETERA Advisor Networks LLC for six years and has been with CWM, LLC and Strategic Wealth Partners for ten years. In addition to his advisory work, he is also an insurance agent selling life, disability, annuities, and long-term care insurance. 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, utilizing model portfolios overseen by an in-house Investment Committee and employing a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Brian Aamlid is a CFP® professional with eight years of industry experience, currently serving with CWM, LLC and Pinnacle Wealth since 2018. His prior experience includes roles at Cetera Advisor Networks, LPL Financial, and Kingdom Capital Fund. Outside of his advisory work, he serves on the board of directors for Brandon Valley Assembly of God Church and is a board member of the South Dakota Fellowship of Christian Athletes. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages accounts using discretionary model portfolios with input from an in-house Investment Committee and third-party sub-advisors, offering a range of portfolio management, financial planning, and retirement plan services.

Jeffrey Fattig is a CFP® professional affiliated with CWM, LLC, who has 21 years of experience in the financial services industry. His career includes roles at Cetera Advisor Networks and LPL Financial, along with over a decade at CWM, LLC and in retirement planning and wealth management. He is also licensed as an insurance agent, selling life, 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 large network of advisors. The firm manages discretionary accounts using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.