Clark Permann is a financial advisor with CWM, LLC based in Kennewick, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 35 years of experience in the financial industry, including roles at Cetera Advisor Networks and LPL Financial. In addition to advisory work, he is an insurance agent specializing in life, health, 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 network of more than 600 advisors. The firm manages discretionary portfolios using model strategies and offers services such as financial planning, sub-advisory, and retirement-plan solutions including delegated fiduciary options.

Ryan Detrick is a financial advisor with CWM, LLC based in Omaha, NE. He holds Series 63 and Series 66 designations and has 12 years of industry experience. His prior work includes six years at LPL Financial and one year at Haberer Registered Investment Advisor Inc. 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 primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Benjamin Palma is a financial advisor with CWM, LLC, holding a Series 66 designation and over 20 years of industry experience. He previously worked at TD Ameritrade, Charles Schwab, and Cetera Wealth Services before joining CWM. Palma serves as a Regional Supervision Manager, overseeing advisors’ daily operations. 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 employs model portfolios managed by an in-house Investment Committee and offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions.

Kate Rehberg is a CFP® professional with one year of industry experience, currently serving at CWM, LLC in Omaha, NE. Prior to joining CWM, she spent time at Carson Wealth and Carson Group, and has a background that includes roles at Indiana University and Millard North High School. Outside of finance, she works as a pitching instructor with Elkhorn Training Camp, LLC. 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 discretionary model portfolios and integrates fundamental and technical analysis alongside third-party sub-advisors, emphasizing retirement-plan services and a variety of investment customization tools.

Wesley Sullivan is a ChFC® with 11 years of experience in the financial services industry. He is currently with CWM, LLC, where he has worked for eight years, and has prior experience with firms including Strategic Financial Management, LLC and Cetera Advisor Networks. Outside of his advisory role, he manages Wesley C. Sullivan, LLC, serving as an advisor and strategist, and is involved in real estate through Fitzgerald and Sullivan Real Estate, LLC. 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 offers 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.

Jeanna Stecklein is a financial advisor at CWM, LLC with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Orion Portfolio Solutions, Transamerica Financial Advisors, and Kaplan Inc. Her current role began in 2026 at CWM, LLC and 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 offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using a combination of model portfolios, third-party sub-advisors, and customization tools.

Daniel Reese is a CFP® with 17 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2024. He previously worked at Avery Wealth, Inc. from 2008 to 2024. 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 accounts on a discretionary basis using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan and institutional services.

Scott Fitzgerald Jr. is a CFP® professional with 24 years of industry experience. He is currently with CWM, LLC, where he has worked since 2018. His prior roles include positions at Cetera Advisor Networks, Pinnacle Insurance and Financial Services, and Strategic Financial Management. Outside of his advisory work, he serves on the board of the Fellowship of Christian Athletes and the Golden Harvest Food Bank. 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 employs a discretionary management approach utilizing model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, portfolio management, and retirement-plan solutions.

Brian Kubis is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Carson Wealth, Diamond Wealth Management, and H&H Retirement Design and Management during his career. 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, variable sub-account management, sub-advisory services, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis overseen by an in-house Investment Committee.

Alana Macy is a CFP® with 11 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2022. She has prior experience with Bloom Wealth Advisors, Cetera Advisor Networks, Amy Noel, Inc., LPL Financial, LLC, and Fidelity Brokerage Services LLC. Macy also serves as an associate board member for Reach Out and Read Colorado, a pediatric literacy nonprofit focused on promoting reading among underprivileged children. CWM, LLC is an SEC-registered investment adviser with over 600 advisors that serves individuals, families, foundations, and institutional clients. 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.

Kyle Whalley is a financial advisor at CWM, LLC with 19 years of industry experience. He previously worked at Edward Jones for 17 years and has held positions at Cetera Wealth Services, LLC and Carson Wealth. Outside of his advisory role, he is a member of Timber Ridge Trails, LLC, a recreational farming and hunting ground in Liberty, Missouri, and also manages an office rental business. 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 more than 600 advisors. The firm offers a range of portfolio management and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Kandace Gordy is a financial advisor at CWM, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Carson Wealth, Private Advisor Group, and LPL Financial. Outside of her advisory work, she is a commissioned notary public. 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 a range of retirement-plan services, employing model portfolios managed by an in-house Investment Committee and utilizing tools such as Orion Custom Indexing and access to alternative investments.

Douglas Padden is a financial advisor at CWM, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CWM since 2020. Padden also serves on the Board of Directors for the Wayland Public School Foundation, where he reports on investment performance to assist with grant allocations. 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 offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Nancy St Aubin is a financial advisor with CWM, LLC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026 before joining CWM in 2026. 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 a discretionary investment approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, while emphasizing fiduciary processes and retirement-plan services.

Nicholas Veras is a financial advisor with CWM, LLC holding a Series 65 credential and two years of industry experience. His prior work history includes positions at Heritage Financial Partners, LLC, AIA Corporation, Wipfli, and Baker Tilly. 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 provides portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Deric Millis is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 credential and has prior work history including service in the United States Army and roles in wealth management and various business sectors. Outside of his advisory role, he is involved in his community as a men's group and prayer team leader at a local church, a sales coach, and a youth soccer coach. 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 portfolios on a discretionary basis using a combination of model portfolios, third-party sub-advisors, and customization tools, with a notable emphasis on retirement plan services and operational transparency.

Benjamin Johnson is a financial advisor with CWM, LLC in Baton Rouge, LA, holding the CFP® designation and Series 66 license. He has two years of industry experience and has held roles at Cetera Wealth Services, The Olivier Group, and other organizations. Outside of his advisory work, he serves as an operations analyst for The Olivier Group, LLC, providing operational support to clients and coworkers. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, utilizing model portfolios and a combination of fundamental and technical analysis.

Amber Koutny is a financial advisor with CWM, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Cetera Advisor Networks and Carson Wealth and spent over two decades at Linn Area Credit Union. Outside of her advisory role, she is employed as a client relationship associate with Galt Wealth Partners. 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, managing accounts primarily on a discretionary basis using model portfolios and a blend of fundamental and technical analysis.

Brianne Brucker Derveloy is a financial advisor at CWM, LLC with five years of industry experience. She holds a Series 66 designation and has worked at several firms including Family Wealth Management Group and WCG Wealth Advisors. Outside of her advisory role, she serves as the non-employee treasurer for the Unitarian Universalist Church of Chattanooga, participating in finance committee and board of trustees activities. 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, typically managing discretionary accounts using model portfolios and a combination of fundamental and technical analysis.

Andrew Howard is a financial advisor at CWM, LLC with a Series 65 designation. He has experience working at several financial institutions, including Crescent Financial Advisors, Carson Wealth, and Dogwood State Bank. Howard is based in Seneca, SC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 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.