Matthew Bowden is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He is currently a financial professional at Two Bird Wealth Strategies and a wealth advisor with CWM, LLC dba Carson Partners. Bowden previously worked at RFC Financial Planners and Ash Brokerage Corp among other firms. He serves as a board member for the Logan Elementary PTSO, where he helps plan and organize community events. 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 over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Joseph Pond is a CFP® professional with 12 years of industry experience, currently serving at CWM, LLC since 2024. His prior roles include positions at Crest Wealth Partners and United Planners Financial Services. He is also president of JP Summit, Inc., a fixed insurance sales business that provides life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using model portfolios and a combination of fundamental and technical analysis along with third-party strategies.

Dana Bath is a financial advisor at CWM, LLC with 18 years of industry experience. She previously worked at Aveo Capital Partners, LLC from 2013 to 2025 and joined CWM, LLC and Carson Wealth in 2025. She holds a Series 65 designation. 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 accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers services such as portfolio management, financial planning, and retirement-plan solutions.

Grant Fuchs is a financial advisor with CWM, LLC, holding a Series 65 designation and two years of industry experience. He has worked at Schlenner Wenner & Co. and currently serves as director of MAG Tax & Accounting, where he prepares tax returns. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, and institutions. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of portfolio management and retirement-plan services.

Brent Oliver is a CFP® with 12 years of industry experience, currently affiliated with CWM, LLC and Avery Wealth, Inc. He has held advisory roles at Avery Wealth since 2013. Oliver also serves as President of IBICES Wealth, LLC, providing independent contractor advisory services. CWM, LLC is an SEC-registered 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, utilizing a discretionary management approach with model portfolios overseen by an in-house Investment Committee.

Samuel Clinch is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and beginning his advisory career in 2024. His prior work includes roles at Cetera Wealth Services, Trius Federal Credit Union, and teaching positions at the University of Nebraska-Kearney and Kearney Catholic High School. 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 accounts primarily 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, sub-advisory, and retirement-plan solutions.

Ralph Trecaso is a financial advisor with CWM, LLC based in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Trecaso Financial Group, Carson Wealth, Cabot Lodge Securities, IFS Securities, and Morgan Stanley Smith Barney. 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, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm focuses on discretionary account management using model portfolios, with a blend of fundamental and technical analysis, sub-advisors, and customized solutions, emphasizing fiduciary processes and retirement plan services.

Jaymon Meikle is a financial advisor at CWM, LLC with 13 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 66 licenses. His prior roles include positions at Gertsema Wealth, Cetera Advisor Networks LLC, and USAA-affiliated companies. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and integrates both fundamental and technical analysis along with third-party sub-advisors and customization tools.

Ray Slaughter is a financial advisor with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Cetera Wealth Services, LLC and TD Waterhouse Investor Services, Inc., with overlapping experience at Ameritrade, Inc. He also serves as a compliance analyst with CWM’s Carson Group Partners division. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages discretionary accounts using model portfolios overseen by an internal Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customized tools to support portfolio management and retirement plan services.

Patricia Rivera is a financial advisor at CWM, LLC with 14 years of industry experience. She holds a Series 66 credential and has worked previously at Edward Jones and USAA Financial Advisors, Inc. Rivera is based in San Antonio, TX. 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 various analysis tools, with a focus on fiduciary processes and retirement plan services.

Marsha Nuttall is a financial advisor at CWM, LLC with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Carson Wealth, DMK Advisor Group, Inc., and Aveo Capital Partners, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through more than 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 customization tools.

Bowen Thigpen is a CFP®-designated financial advisor at CWM, LLC with 10 years of industry experience. He previously worked at New York Life Insurance Company and NYlife Securities LLC from 2015 to 2019 and has been associated with Thigpen Group since 2019. In addition to advisory services, he holds an insurance agent role, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, and institutional clients through a large network of advisors. The firm uses a discretionary approach with model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Christopher Schuler is a CFP® professional with 12 years of industry experience. He is currently with CWM, LLC and has previously worked at Cetera Advisor Networks, Heritage Financial Partners, and Cambridge Investment Research. 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, sub-advisory services, and retirement-plan services, using a discretionary, model-portfolio approach combined with fundamental and technical analysis and access to alternative investments.

Rhiana Whitmire is a financial advisor at CWM, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Silverhawk Private Wealth, Silverhawk Financial, OneAZ Credit Union, and Desert Financial Credit Union. Outside of advising, she is the owner of BrightMint, a financial literacy education business that provides parents with tools and guidance to teach lifelong financial skills to their families. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios overseen by an in-house Investment Committee and various customization tools.

Holly Sabaliauskas is a financial advisor at CWM, LLC with 23 years of industry experience. She holds Series 66 and Series 63 designations. Her prior work includes roles at Cetera Wealth Services, Cetera Advisor Networks, Valley View Feedlot, Allied Impact, and Securities America. 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 overseen by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Brent Pine is a CFP® professional with 38 years of industry experience, currently serving with CWM, LLC. His prior roles include positions at Carson Wealth, Geneos Wealth Management, and Integrated Wealth Management. He also operates a fixed insurance business, selling life, 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 discretionary portfolio management using model portfolios, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Roger Augustyn is a financial advisor with CWM, LLC, holding Series 63 and Series 65 designations and 39 years of industry experience. His career includes roles at Carson Wealth, Osaic Advisory Services, Arbor Point Advisors, Securities America, WealthPLAN Partners, and Financial Solutions, Inc. He is based in New Smyrna, Florida. 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 over 600 advisors. The firm manages discretionary accounts using model portfolios guided by an in-house Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools to serve its diverse client base.

Caroline Rodriguez is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including Edward Jones and Cetera Wealth Services, prior to joining CWM. Outside of advisory work, she manages a vacation rental property in Hot Springs, Arkansas. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios overseen by an in-house Investment Committee.

Neil Cohen is a financial advisor with CWM, LLC and Carson Wealth, holding Series 63 and Series 65 licenses and accumulating 22 years of industry experience. He has been a partner at Grossman Cohen & Diamond Inc., a CPA accounting firm and registered investment adviser, since 1997, where he manages accounting, tax, and administrative responsibilities. 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 discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a variety of portfolio management and retirement-plan services.

Christina Ward is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at firms including Diamond Wealth Advisors, LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corp. Outside her advisory roles, she is the sole member of CWard Financial, LLC, an investment-related limited liability company. CWM, LLC serves a diverse client base ranging from individuals to institutional investors, offering portfolio management, financial planning, and retirement-plan services. The firm utilizes discretionary account management with model portfolios supported by an in-house Investment Committee and incorporates multiple investment approaches, third-party sub-advisors, and customization tools.