Lori Talley Kelley is a financial advisor at CWM, LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Crescent Financial Advisors and Clemson-EPS Advisors, LLC. Lori serves on the board of the Oconee County Special Needs and Disabilities Foundation. 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 portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing retirement plan fiduciary processes and comprehensive client reporting.

Skyler Hutcheson is a financial advisor at CWM, LLC with a Series 65 designation and five years of industry experience. His prior work includes roles at Carson Group and FAI Wealth Management. He serves on the board of directors for the Central Maryland Chamber of Commerce. 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 using model portfolios overseen by an in-house Investment Committee and a combination of fundamental and technical analysis.

Sarah Willers is a financial advisor with CWM, LLC and holds a Series 65 designation. She has 1 year of industry experience and previously worked at Sweet Financial Partners and Raymond James Financial Services, Inc. Outside of financial advising, she is a notary public. 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 manages portfolios using discretionary model portfolios supported by an in-house Investment Committee and offers a range of services including retirement plan management and sub-advisory solutions.

Philip Vann is a CFP® affiliated with CWM, LLC, with four years of industry experience. He has previously worked at Carson Wealth and Carson Wealth Management Group. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse range of clients, including individuals, high-net-worth families, foundations, and institutions. The firm employs a discretionary investment approach that integrates model portfolios, third-party sub-advisors, and customization tools, with a strong focus on retirement-plan services and fiduciary processes.

Pascal Kropf is a CFP® with 11 years of industry experience, currently advising at CWM, LLC. His prior roles include positions at Silverhawk Private Wealth, The Vanguard Group, Morgan Stanley, and Wells Fargo. Outside of financial advising, he is owner of two LLCs, Modern Marquee Society and Clear Notarization, which provide event equipment services and notary services, respectively. 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, third-party sub-advisors, and customization tools, with an emphasis on retirement-plan services and comprehensive fiduciary oversight.

Michelle Ogden is a CFP® professional with 20 years of experience in the financial advisory industry. She is affiliated with CWM, LLC and has previously worked at Ogden Wealth, LLC and Carson Wealth. Ogden serves as a board member for the Central Florida Christian Chamber and Teen Challenge, both nonprofit organizations. 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 supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.

Drew Schlipman is a Series 65-licensed advisor with CWM, LLC, based in Overland Park, KS, with two years of industry experience. His work history includes roles at Schlipman Wealth Advisors and Carson Wealth, among others, and prior to entering the financial industry, he held positions in education and other fields. 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 largely on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools while emphasizing fiduciary processes, retirement plan services, and institutional solutions.

Monique Cross is a financial advisor with CWM, LLC in Johnson City, TN, holding a Series 65 designation and two years of industry experience. She has worked at multiple firms, including Carson Wealth, Marmo Financial Group, Trinitas Wealth Management, and Worthwhile Wealth Council. Cross serves as a board member for Make A Wish of East Tennessee, helping to guide the chapter. 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 portfolios primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Hunter Tabor is a financial advisor at CWM, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Parish Wealth Partners and CWM, LLC since 2021. Prior to his financial career, he held positions at Nicholls State University, Millsaps College, and Edward Douglas White Catholic High School. 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 more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, utilizing a combination of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Toby Lafont is an investment advisory representative with CWM, LLC and holds a Series 63 designation. He has 29 years of experience in the financial services industry, including roles at LPL Financial and as founder and CEO of Parish Wealth Partners. Outside of advisory work, he is the owner of Colonel Properties, LLC, which holds an office building. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach guided by an in-house Investment Committee and various analytical and customization tools.

Jonah Bies is a financial advisor at CWM, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fortis Financial Partners and Waymaker Wealth Advisors. Outside of his advisory role, he also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered adviser serving a diverse client base including individuals, families, foundations, and institutions through a large network of partner offices and more than 600 advisors. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, focusing on retirement plan and institutional services.

Sean Phillips is a financial advisor with CWM, LLC in Dallas, TX, holding the CFP® and Series 66 designations and bringing 20 years of industry experience. He worked at Chessman Wealth Strategies for 12 years before joining CWM in 2019. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including 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 fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and a range of retirement-plan and institutional services.

Corey Luckett is a CFP® certificant affiliated with CWM, LLC, bringing 17 years of industry experience. He has a background working with Luckets Wealth Management and The Shobe Financial Group and currently serves as a wealth advisor within several CWM-affiliated entities. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm employs a discretionary investment approach using model portfolios overseen by an in-house committee and provides a range of services such as portfolio management, financial planning, and retirement plan solutions.

Matthew Gaude is a financial advisor at CWM, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at Carson Wealth, American Portfolios Financial Services Inc., and Live Oak Wealth Management, LLC. He also operates a sole proprietorship providing insurance services and products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management and retirement-plan solutions.

Scott Conroy is a financial advisor at CWM, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Wealth Services, LPL Financial, and CWM since 2012. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of over 600 advisors. The firm uses a discretionary investment approach with model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Christopher Koning is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Cetera, Ameriprise Financial Services, and Wells Fargo Advisors. Koning is also involved in insurance sales, focusing on fixed life and annuities 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 provides portfolio management, financial planning, variable sub-account management, and a range of retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

James Rees is a financial advisor with CWM, LLC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has worked with firms including Cetera Wealth Services, Stoneway Financial LLC, and LPL Financial. Outside of his advisory roles, Rees serves as treasurer for The Magdalene Home, a nonprofit organization, and is a board member of No Hungry Children. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios that integrate fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Richard Robie is a financial advisor with CWM, LLC who holds a Series 63 designation and has 41 years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC and LPL Financial LLC. Outside of his advisory work, he serves as vice president of membership for Brazosport Toastmasters Club and is president of the Rotary E-Club of Houston. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis through model portfolios governed by an internal Investment Committee.

Adrian Elder is a CFP® certificant with 17 years of industry experience, currently with CWM, LLC. He has worked at several firms including LPL Financial and Yuma & Imperial Valley Wealth Management. Elder serves on the board of the United Way of Yuma County and is involved in multiple business ventures, including ownership of commercial buildings and a tax preparation company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through over 600 advisors. The firm manages discretionary portfolios using model strategies supported by in-house and third-party resources, with a focus on retirement-plan services and institutional solutions.

Haley Wainio is a CFP® with four years of industry experience, currently serving as a financial advisor at CWM, LLC. Her previous roles include positions at Carson Wealth, ERTS Wealth Advisors, Mbank S.A., Huntington Bancshares Inc., Wells Fargo Bank, and Edward D. Jones & Co., L.P. 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 employs discretionary account management with model portfolios overseen by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, and retirement-plan services.