Tad Singer is a financial advisor at CWM, LLC with 29 years of industry experience. He previously worked at WealthPLAN Partners, LLC, Allen Capital Group, and D.A. Davidson & Co. Outside of his advisory role, Singer serves as a board member of the International Wine and Food Society and is involved with the Creighton University Medical Center community board. He is also an owner of Vertex Health Systems, a men's and women's health clinic. 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 discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Dominique Vitalis is a financial advisor with CWM, LLC, holding a Series 66 designation and six years of industry experience. His work history includes roles at Carson Wealth, Taylor Financial, Royal Alliance, Bank of America, Merrill, and Monumental Sports and Entertainment. Outside of advisory work, he has been involved in residential property flipping. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm employs discretionary management using model portfolios overseen by an Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Tyler Vogele is a financial advisor with CWM, LLC, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Carson Wealth, True North Financial, Purshe Kaplan Sterling Investments, and Ameriprise Financial 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 partner offices and over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Ashlyn Clark is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. Prior to her current role, she has held positions at FFR Wealth Team and Car-Part.com, as well as experience in education and fitness sectors. 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 employs a discretionary, model-portfolio approach combined with third-party management, customization tools, and a focus on retirement plan fiduciary processes and institutional services.

Matthew Pearson is a financial advisor with CWM, LLC, holding a Series 66 credential and 22 years of industry experience. He has worked at firms including Wells Fargo Advisors and Cetera Advisor Networks. Outside of advising, he is an insurance agent selling life, annuities, and long-term care products and is also commissioned as a notary. 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 primarily on a discretionary basis using model portfolios and offers services including financial planning, retirement plan management, and sub-advisory solutions.

Robert Lemmons Jr. is a CFP® with 18 years of industry experience currently affiliated with CWM, LLC. His prior experience includes 11 years at Total Wealth Planning, LLC, and a recent role at Carson Wealth. He holds a Series 63 registration and is based in Cincinnati, OH. 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 manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

John Mc Gowan is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at firms including Carson Wealth, Raymond James Financial, and PNC Bank. Mc Gowan is currently with CWM, LLC in Pittsburgh, PA. 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 with third-party sub-advisors and customization tools, placing significant operational focus on retirement plan, institutional, and platform services.

Nolan Maloney is a financial advisor with CWM, LLC in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Collective Advisors, Cetera Advisor Networks, and Elite Partners, LP. He also serves as Director of Wealth Management Operations at Collective Wealth Austin, LLC. CWM, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary account management with a mix of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Nathan Murphy is a CFP® professional with 23 years of experience, currently serving as an advisor at CWM, LLC and Carson Wealth. His prior roles include positions at Cetera Wealth Services, LPL Financial, Happy State Bank, Murphy Financial Advisors, and Cadaret, Grant & Co. Outside of financial advising, he is involved in insurance sales and manages several real estate ventures. 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, employing a discretionary investment approach that integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Lee Forshee is a CFP® with 17 years of industry experience, currently affiliated with CWM, LLC. His prior experience includes roles at Carson Wealth and Ameriprise Financial Services. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with various sub-advisory and customization tools, emphasizing fiduciary oversight and comprehensive retirement plan services.

Ryan Johnson is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 designation and three years of industry experience. His background includes roles at Carson Wealth and the Carson Group, as well as work outside the financial sector at Pitch Pizzeria. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and incorporates multiple investment strategies, third-party sub-advisors, and customization tools, with a notable emphasis on retirement plan and institutional services.

Richard Jackson is a financial advisor at CWM, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Charles Schwab, Park Avenue Securities, and Guardian 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 offers portfolio management, financial planning, sub-advisory, and retirement-plan services, employing a discretionary investment approach that combines fundamental and technical analysis, third-party sub-advisors, and customized tools.

Christopher Adams is a financial advisor at CWM, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been associated with Cetera Wealth Services, The Olivier Group, and CWM, LLC DBA Carson Group Partners since 2019. Adams serves as a board member of the LSU Alumni Association of New Orleans - Crescent City Tigers and the Alpha Gamma House Corporation Pi Kappa Alpha Fraternity. 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 emphasizes discretionary portfolio management using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, alongside a range of retirement plan services and fiduciary processes.

Thomas Fridrich is a financial advisor at CWM, LLC with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining CWM in 2022, he worked at Mutual of Omaha Investor Services and United/Mutual of Omaha for eight years. He serves on the Board of Directors for the Society of Financial Service Professionals in a voluntary capacity. 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 analysis, third-party sub-advisors, and customization tools to provide portfolio management and retirement-plan services.

Tammy Breitenbach is a financial advisor with CWM, LLC in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. She also serves as owner and president of Catalyst Partners, Inc., a strategic business consulting firm focused on marketing, operational efficiency, and business development for small and medium-sized businesses. Breitenbach has been with CWM, LLC since 2018 and has been involved with Catalyst Partners since 2008. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios complemented by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan and institutional services.

Jack Zboralske is a financial advisor at CWM, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Pinnacle Asset Management. Outside of his advisory roles, he serves as a non-paid civilian board member for Sacramento Valley Crime Stoppers, supporting local law enforcement through anonymous tip services and fundraising. 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 overseen by an Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jennifer Homman is a financial advisor at CWM, LLC with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Cetera and Investment Center, LLC. Outside of her advisory work, she owns Crop Protection Group, LLC, which provides risk protection to crop producers, and serves as chairman of the board for Prairie Ridge Health, a nonprofit healthcare organization. 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 accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

John Fitzsimons IV is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Carson Wealth and CWM since 2025. Fitzsimons is the owner of Anabasis, Inc., a consulting business, and has served in the US Army National Guard since 2003. 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, sub-advisory services, and retirement-plan solutions, managing accounts on a discretionary basis using model portfolios and multiple investment strategies.

Maria Carmen Abustan is a financial advisor at CWM, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Mitlin Financial, Angulo Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. In addition to her advisory role, she is also an insurance agent involved in life insurance sales. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary model portfolio approach supported by an in-house Investment Committee and various customization tools.

Macade Wright is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Carson Wealth The Shobe Financial Group and held roles at LSU AgCenter, Louisiana State University, and Brusly High School. 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, utilizing discretionary account management with model portfolios and combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.