Jeffrey Maynard is a financial advisor at CWM, LLC with 23 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at firms including Cetera, Carson Wealth, LPL Financial, and Pinnacle Financial Group. Maynard is also an insurance agent selling life, disability, 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 offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Rebecca Albers is a CFP® with 15 years of industry experience. She currently works at CWM, LLC and previously held positions at Wells Fargo Advisors and Cetera Advisor Networks. Outside of her advisory role, she serves on the Finance Advisory Council at the University of Northern Iowa and participates in local parish and community organizations, including her parish council and city parks and recreation board. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines various analytical and sub-advisory resources alongside custom investment tools and retirement-plan services.

Matthew Hinz is a financial advisor at CWM, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Northwestern Mutual Wealth Management Company and Cetera, among others. Outside of advising, he also serves as a notary in Cedar Rapids, IA. 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 manages portfolios on a discretionary basis using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Lawrence Sprung is a CFP® professional with seven years of experience at CWM, LLC, where he has been since 2020. He previously worked at Mitlin Financial, Inc. for over a decade. Outside of his advisory role, Sprung serves on the board of the American Foundation for Suicide Prevention and is chair of the Keith Milano Memorial Fund, both focused on suicide prevention and mental health. He also contributes as a guest columnist for Investopedia and serves on the advisory board for Forbes Advisor Banking. 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 portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable emphasis on fiduciary processes and retirement plan services.

Gavin Baker is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Carson Wealth and Carson Group prior to his current role. His background also includes experience at Quality Consulting Solutions and time spent at the College of Charleston. 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 uses discretionary model portfolios supported by an in-house Investment Committee and various customization tools.

Griffin Caraccioli is a CFP® with two years of industry experience, currently serving as a wealth advisor at CWM, LLC in Baton Rouge, LA. His prior experience includes roles at Cetera Wealth Services and First Horizon. Outside of advisory work, he has experience selling fixed insurance products including life, health, and annuities. 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 employs discretionary portfolio management using model portfolios and combines various analytical approaches, third-party sub-advisors, and customization tools, with a notable focus on retirement plan services and fiduciary processes.

Ryan Hadash is a CFP®-credentialed financial advisor with CWM, LLC in Omaha, NE, with three years of industry experience. His work history includes roles at Cetera Wealth Services and Armstrong Purselley Wealth Management Group LLC. 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 internal Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors.

Yvonne Prince is a financial professional with 22 years of industry experience. She is currently with CWM, LLC and holds Series 63 and Series 65 designations. Her prior experience includes roles at Clarity Wealth, Cetera Wealth Services, Linsco Private Ledger, and Graves Financial Wealth Management. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts often using model portfolios and combines various analytical approaches and third-party resources, with a notable emphasis on retirement plan services and operational transparency.

Jeremy Willner is a Series 66-licensed financial advisor with 29 years of industry experience. He is currently affiliated with CWM, LLC, where he has worked since 2018. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services. Outside of his advisory work, Willner serves as CEO and President of Mag Insurance Agency, LLC, and is a board member of the Paynesville Area Community Foundation. 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 manages portfolios on a discretionary basis using model portfolios, combines fundamental and technical analysis, and offers a range of retirement-plan services including delegated fiduciary options.

David Abbs is a CFP® with 44 years of industry experience, currently serving as an investment advisor at CWM, LLC. He has previously worked at LPL Financial and Cetera Wealth Services. Outside of his advisory role, he is involved in several local organizations, including serving as a board member for the 100 Club of Saginaw County and secretary of the Foundation Board of Saginaw Valley State University. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutions through over 600 advisors. The firm provides portfolio management, financial planning, and retirement services, utilizing model portfolios and a combination of fundamental and technical analysis supported by third-party sub-advisors and customization tools.

Shawn Bauman is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Driven Wealth Strategies and Regier Carr & Monroe. He is also the director of Driven Tax Strategies, a tax preparation business serving both individuals and businesses. CWM, LLC is an SEC-registered investment adviser that 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 uses discretionary management with model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plans, institutional services, and platform solutions.

Pamela Densmore is a financial advisor with CWM, LLC in Stephenville, TX, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her prior roles include positions at BMY Wealth, Summit Financial & Insurance Services, OSAIC, Sagepoint Financial, Cetera Advisor Networks, and Girard Securities. CWM, LLC is an SEC-registered investment adviser serving a diverse clientele including 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 supported by an Investment Committee and combines multiple investment strategies and tools, with a particular focus on retirement plan and institutional services.

Taylor Smithyman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has worked at several firms including Financial Impact Advisors, CETERA Advisor Networks LLC, and LPL Financial. In addition to his advisory role, Smithyman is a partner at Business & Tax Systems, LLC, an accounting firm, and serves as president of his local Rotary Club. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary, model-portfolio approach supported by an in-house Investment Committee, third-party sub-advisors, and advanced customization tools.

Nolan David is a financial advisor with CWM, LLC, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Carson Wealth, Pinnacle Financial Group, Cetera Advisor Networks LLC, and LPL Financial. In addition to advising, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement plan services, employing discretionary management using model portfolios overseen by an in-house Investment Committee.

Brendan Moore is a financial advisor with CWM, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley Private Bank, and Northwestern Mutual. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a variety of portfolio management, financial planning, and retirement plan services.

Jeremy Toothman is a financial advisor with CWM, LLC, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior firms include Morgan Stanley, Woodbury Financial Services, Main Street Financial Group, Cetera Wealth Services, and Carson Wealth. He also holds operational roles at CWM and Main Street Financial 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 partner offices and more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement-plan services alongside other investment and advisory options.

Scott Kanai is a CFP® with 35 years of industry experience and is currently affiliated with CWM, LLC in Grand Rapids, MI. His prior experience includes roles at Cetera, Cetera Wealth Services, LLC, and LPL Financial. Outside of advisory work, he serves as a director and treasurer for a condominium association. 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 employs a discretionary management approach using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jared Keller is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and has prior experience at Cetera, Voya Financial Advisors, and Financial Independence Planning, LLC. In addition to his advisory work, he is an independent insurance agent. 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, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Victor Deane III is an investment advisory representative at CWM, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Cetera, Voya Financial Advisors, and Resource Securities. Outside of advisory work, he is involved with Financial Independence Planning, LLC, where he performs client services and administrative functions, and also sells fixed insurance products. 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 accounts on a discretionary basis using model portfolios and offers portfolio management, financial planning, and retirement-plan services supported by a combination of in-house research, third-party sub-advisors, and customization tools.

Dudley Otey is a financial advisor with CWM, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Cetera Wealth Services, LPL Financial, and operates Hal Otey Financial, a financial services firm he owns. Outside of his advisory work, he is also a semi-professional singer. 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 advisors. The firm emphasizes discretionary portfolio management using model portfolios, combining fundamental and technical analysis, and offers a range of retirement-plan services and consulting options.