Jose Lopes is a financial advisor with CWM, LLC based in Omaha, NE, holding the ChFC® designation and Series 63 license. He has 18 years of industry experience and has previously worked at firms including Securian Financial Services and SagePoint Financial. Lopes serves as treasurer and a member of the finance committee for Pawtucket Central Falls Development, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a national network of advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and places significant focus on retirement plan and institutional services.

Silver Sibert is a financial advisor at CWM, LLC with a Series 66 credential and three years of industry experience. Prior to joining CWM, Sibert worked at Carson Wealth and Mutual of Omaha in various capacities. Outside of finance, Sibert owns and oversees bookkeeping for a health club business, Sibert Fitness LLC, operating under the Anytime Fitness brand. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

Katie Justus is a CFP® professional at CWM, LLC with seven years of industry experience. She has previously worked at Integrated Wealth Advisory Services Inc and Geneos Wealth Management. Katie also holds a notary public commission. 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 overseen by an Investment Committee, integrating fundamental and technical analysis, third-party sub-advisors, and custom tools such as Orion Custom Indexing and alternative investments via iCapital.

Joshua Yost is a financial advisor with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms including OneDigital Investment Advisors and LPL Financial. Outside of advising, he is a partner in a tax services business and holds the role of insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios using discretionary model strategies supported by an in-house Investment Committee and offers a range of services including retirement-plan management and sub-advisory solutions.

Jeremy Day is a financial advisor at CWM, LLC with six years of industry experience. He holds a Series 66 designation and previously worked with Carson Wealth, Cetera Advisor Networks, and Edward Jones. Outside of his advisory role, he serves as a board member for Camp Jorn YMCA, contributing to the organization’s governance and operational oversight. 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 advisors. The firm employs a discretionary investment approach using model portfolios governed by an in-house Investment Committee and provides a range of services including portfolio management, financial planning, and retirement-plan solutions.

Michael Gruidel is a financial advisor with CWM, LLC based in Omaha, NE. He holds the CFP® designation and has nine years of industry experience, including roles at Cetera Wealth Services, TD Ameritrade, and Mutual of Omaha. Prior to his advisory career, he worked at Clancy's Pub & Grill. 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, and retirement-plan services, utilizing model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Justin Schultes is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Cetera, LPL Financial, and Cambridge Investment Research. He serves on the building committee for Xavier Catholic Schools and is a board member of Matthew 25, a nonprofit focused on community health through housing, food, and education initiatives. CWM, LLC is an SEC-registered investment adviser with over 600 advisors that serves individuals, families, foundations, corporations, and institutional clients. The firm employs discretionary account management using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan services and fiduciary processes.

Scott Rucki is a CFP® credentialed financial advisor with 28 years of industry experience. He is currently affiliated with CWM, LLC and Diamond Wealth Advisors, having previously worked at Wealth Enhancement Group, Cetera, and Orrstown Bank. CWM, LLC is an SEC-registered investment adviser serving a diverse range of clients including individuals, high-net-worth families, foundations, endowments, corporations, and institutional investors. The firm provides 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.

Grant Dorhout is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 license and nine years of industry experience. Prior to joining CWM in 2022, he worked at AlphaStar Capital Management, LLC from 2017 to 2022 and has operated Dorhout Retirement Services since 2006. He is also an independent insurance agent, selling various insurance products and 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 over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee and provides a range of services including portfolio management, financial planning, and retirement-plan solutions.

Craig Anderson is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked at Carson Wealth, Triad Advisors, Inc., and Meyer Financial Services, Inc. Outside of his advisory role, Anderson is also an insurance agent, selling life, health, 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 more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing a discretionary management approach with model portfolios guided by an in-house Investment Committee.

Micah Peterson is a financial advisor at CWM, LLC with three years of industry experience. He holds a Series 65 designation and has worked with firms including Carson Group, Total Wealth Planning, and Wealthquest Corp. Prior to his financial advisory career, he spent three years at Miami University. 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 on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Patrick Forderhase is a CFP® and Series 65 credentialed advisor with two years of industry experience. He is currently affiliated with CWM, LLC, and has prior experience with Carson Group, Condon Insurance Group, and roles in the golf industry. Forderhase also spent nine years in full-time education. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm provides portfolio management, financial planning, sub-advisory and retirement plan services, employing a discretionary, model portfolio approach supported by an in-house Investment Committee and various customization tools.

Daniel Armas is a CFP® professional with 24 years of industry experience, currently serving as an advisor at CWM, LLC. His career includes roles at Gold Family Wealth, Vanderbilt Securities, Gitterman Wealth Management, Triad Advisors, and Voya Financial Partners. He is a board member of the Embrace Kids Foundation, involved in philanthropy and fundraising activities. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth 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 alongside third-party sub-advisors and customization tools.

Jason Comes is a financial advisor at CWM, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial, Carson Wealth, and Cetera Advisor Networks. Outside of advising, he 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 serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios alongside fundamental and technical analysis, third-party sub-advisors, and customized tools, with a significant focus on retirement plans and institutional services.

Dylan Rudningen is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Pinnacle Wealth and Northwestern Mutual. Outside of his advisory work, Rudningen is involved in the hospitality sector through roles with Minnkota Hospitality and related businesses. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm offers a range of portfolio management and retirement-plan services, utilizing a discretionary management approach with model portfolios, third-party sub-advisors, and customization tools.

Levi Port is a CFP® and Series 65-registered financial advisor with three years of industry experience. He is currently with CWM, LLC and has worked at Crest Financial Partners, ARS Investment Advisors, and FirstPurpose Wealth. Levi also holds a licensed insurance agent role, selling life, health, 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 nationwide network. 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.

Nicholas Rawlins is a financial advisor with CWM, LLC, holding a Series 66 designation and five years of industry experience. He is involved in several community and business roles, including serving as vice chairman of the Washington County Transportation Authority board of directors and as secretary of the Claysville Area Business Association. Rawlins also owns Red Bird Services, LLC, a home services company providing lawn mowing services, and is a council member of Washington Youth Baseball. 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 discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Shane Heizer is a financial advisor with CWM, LLC holding a Series 65 designation and six years of industry experience. He has worked at Carson Wealth since 2020 and previously at Middletown Valley Bank from 2018 to 2020. He serves as a board member for the United Way of Washington County, MD. 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 partner offices. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of portfolio management, financial planning, and retirement plan services.

Dennis Dekok is a CFP® and holds a Series 66 license with 25 years of experience in the financial industry. He currently serves as an advisor at CWM, LLC and has previously worked at FCM Financial and American Portfolios Financial Services, Inc. He is the founder of a financial neutral service focused on collaborative divorce planning, assisting clients and attorneys with equitable property distribution solutions. 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 more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios and combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Sonu Varghese is a financial advisor with CWM, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has worked at Carson Group Investing and Convex Capital Management LLC, and serves as an adjunct professor of mathematics at Harold Washington College. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of analytical tools and sub-advisors.