John Durazo is a Series 65-licensed financial advisor at CWM, LLC with three years of industry experience. He previously worked at Yuma Investment Group Wealth Management and has held roles in education and local business organizations. Outside of advising, he serves as an education coordinator for a business referral network and works as an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages primarily discretionary accounts using model portfolios with fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing fiduciary processes and comprehensive retirement plan services.

Trent Connor is a CFP® professional with two years of industry experience. He is currently with CWM, LLC and has previously worked at Wise Counsel Wealth Management. Prior to his financial advisory roles, he spent time in education with positions at Southwestern University and Langham Creek High School. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, families, foundations, and institutional clients through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan services and operational transparency.

Zainab Gandhi is a CFP® professional with 17 years of industry experience, currently serving as a wealth advisor at CWM, LLC. Her career includes 15 years at Raymond James Financial Services and associated firms, with her current roles since 2023 involving advisory and brokerage services within various CWM entities. Outside of her advisory work, she is a co-owner of Allied Shipping and Chemicals LLC and Gifted Homezz LLC, engaging in ventures related to chemical company automation and real estate partnerships. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong operational focus on retirement plan and institutional services.

Eric Heus is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at Harbor Wealth Management LLC since 2010 and held a registered representative role at APW Capital, Inc. Heus is also a member-manager at Harbor Wealth Management, an RIA. Additionally, he has worked as a fixed insurance agent since 1994. 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 discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan services and fiduciary oversight.

Janet Barrett is a financial advisor with CWM, LLC who holds the ChFC® designation and has 20 years of industry experience. Her career includes roles at Carson Wealth, Cetera Wealth Services, Strategic Wealth Partners, and Waddell & Reed. Outside of her advisory work, she is involved in fixed insurance sales, offering life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios and combines fundamental and technical analysis along with third-party sub-advisors and customization tools.

Dominica Henderson is a CFP® with 13 years of industry experience, currently affiliated with CWM, LLC. Her prior experience includes a twelve-year tenure at Haussmann Financial Inc. She also operates a separate financial planning LLC for accounting purposes and works part-time as an insurance agent. 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 investment approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement plan services.

Stephen Whiteman is a financial professional with CWM, LLC, holding a Series 66 credential and eight years of industry experience. His career includes positions at Securities America Inc and OSAIC prior to joining CWM, where he supports compliance and conducts branch office exams. 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 combines fundamental and technical analyses with third-party sub-advisors and customization tools.

Patrick Healy is a CFP®-designated financial advisor with seven years of industry experience. He is currently with CWM, LLC and Carson Wealth, where he has worked since 2019. His prior experience includes roles at Northeast Planning Associates, Inc. and LPL Financial. Healy is also licensed to sell fixed insurance products including life, disability, annuities, and long-term care. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, institutions, and corporations through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using a discretionary model portfolio approach overseen by an in-house Investment Committee and supported by third-party sub-advisors and technology tools.

Jared Oliver is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AgWest Farm Credit and Bain Wealth Management. Oliver serves as a board member of Hope Station Community Services, Inc., a nonprofit organization. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, retirement-plan services, and uses a discretionary investment approach that incorporates model portfolios, third-party sub-advisors, and customization tools.

Adam Dandis is a CFP® and Series 63 licensed advisor with two years of industry experience. He is currently affiliated with CWM, LLC and Carson Wealth. His prior experience includes roles at DMK Advisor Group Inc, Aveo Capital Partners, Fidelity Investments, and other firms across financial services and retail 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 over 600 advisors. The firm offers discretionary portfolio management utilizing model portfolios overseen by an in-house Investment Committee, and provides financial planning, sub-advisory services, and retirement-plan solutions.

Adam Tarver is a financial advisor at CWM, LLC with six years of industry experience. He holds a Series 65 designation and has been with Parish Wealth Partners since 2020. He is located in Thibodaux, Louisiana. 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, sub-advisory services, and retirement-plan solutions, typically managing accounts discretionary with model portfolios governed by an in-house Investment Committee.

Amber Scarborough is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently affiliated with CWM, LLC and has previously worked at LPL Financial and Cetera Wealth Services. Scarborough is a co-founder of Entirety Financial and serves on the boards of Wild Now, a nonprofit focused on the adoption and care of wild mustangs and burros, and the South Austin Rotary Foundation. 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 management with model portfolios overseen by an internal Investment Committee.

Tara Tremblay is a financial advisor with CWM, LLC, holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Strategic Financial Management and healthcare-focused companies such as Mako Medical Laboratories and Healthcare Business Partners, where she served as CEO of a management consulting business she founded. 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 employs discretionary portfolio management using model portfolios overseen by an internal Investment Committee and offers a range of retirement-plan and financial services with an emphasis on fiduciary processes and operational support.

James Shanks is a financial advisor with CWM, LLC holding a Series 65 designation and three years of industry experience. Prior to his advisory role, he worked for 25 years at Blue Cross and Blue Shield of Alabama. 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 over 600 advisors. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on fiduciary processes and retirement plan services.

Schemia Rowan is a financial advisor with CWM, LLC in Sarasota, FL. She holds the ChFC® designation and Series 63 and Series 66 licenses, and has 10 years of industry experience. Her prior work includes roles at Eagle Strategies, LLC, Nylife Securities, LLC, and New York Life Insurance Company. 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 in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Timothy Fowler is a financial advisor at CWM, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley, E*TRADE, J.P. Morgan Securities, and TD Ameritrade. At CWM, he serves as a Private Client Portfolio Manager, working with high-net-worth clients. 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 model portfolios governed by an in-house Investment Committee and leveraging a combination of fundamental and technical analysis along with third-party sub-advisors.

Leslie Schroeder is a financial advisor at CWM, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and LPL Financial. Outside of her advisory role, she has served as a notary public and provides bookkeeping services for a small family-owned lawn service business. 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 manages portfolios typically on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning, retirement, and sub-advisory services.

Gabriel Maires is a financial advisor at CWM, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining CWM, he worked at Edelman Financial Engines, Morgan Stanley, and Cetera Advisor Networks. Outside of finance, his background includes roles in marketing and credit union services as well as teaching at Utah Valley 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 offers portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management with model portfolios, third-party sub-advisors, and tools like Orion Custom Indexing and iCapital access.

Peter Hoerber is a financial advisor with CWM, LLC in Port Orchard, Washington. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 32 years at ICMA RC Services, LLC. His current roles also include positions at Northwest Capital Management and Carson Wealth. CWM, LLC is an SEC-registered investment adviser serving a diverse client base of individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Kenyon Lederer is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with CWM, LLC and has held roles at Pinnacle Wealth Management, Purshe Kaplan Sterling Investments, and Pinnacle Asset Management, among others. Lederer also serves as Vice President, Chief Compliance Officer, and Chief Investment Officer at Pinnacle Wealth Management. 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, retirement-plan services, and sub-advisory access, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.