Rachel Kramarchuk is a financial advisor at CWM, LLC with a Series 65 designation and two years of industry experience. She previously worked at Carson Wealth and Colton Alexander. 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, offering a range of portfolio management and retirement plan services.

Scott Wetherbee is a financial advisor with CWM, LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Carson Wealth, Independent Financial Group, and Dejesus & Wetherbee LLC. Outside of advisory work, he serves as treasurer for the nonprofit Facing Addiction Ministries and is involved in several business ventures, including a bookkeeping and accounting firm and an RV rental 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, sub-advisory, and retirement-plan services.

Brennen Bergdahl is a financial advisor at CWM, LLC with 11 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. His work history includes roles at Premier Wealth Management Group, LPL Financial, and multiple banking institutions where he serves as a financial representative and insurance agent. 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 offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach with a combination of fundamental and technical analysis and access to alternative investments.

Randy Harrison is a Chartered Financial Consultant (ChFC®) with 12 years of industry experience. He has been with CWM, LLC since 2013. Outside of his advisory role, he owns and operates a family farm and a rental home business. 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 combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Dominic Tafoya Johnson is a financial advisor with CWM, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Valorem Financial and Carson Group, as well as teaching experience at the University of Texas and high schools. Johnson is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products, and serves 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 more than 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach with model portfolios and utilizing fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Brent Petty is a financial advisor with CWM, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked at Northwest Capital Management and its affiliated firms since 2005. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement plan solutions, combining discretionary model portfolios with both fundamental and technical analysis along with access to alternative investments.

Luke La Rock is a financial advisor with CWM, LLC based in Sioux Falls, SD, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Pinnacle Wealth and Shaykett Appraisal. He has also been involved with Bethlehem Lutheran Church for several years. 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, utilizing a discretionary, model portfolio approach supported by a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Geoffrey Skowronek is a CFP® and ChFC® with seven years of industry experience. He currently works at CWM, LLC and Boston Retirement Group, having previously been employed at Commonwealth Financial Network, AXA Advisors, LLC, and Kforce. 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 a discretionary investment approach that incorporates model portfolios, multiple analytical methods, and third-party sub-advisors.

Madison Krummen is a CFP® with three years of industry experience, currently serving as a financial advisor at CWM, LLC in Cincinnati, OH. Prior to joining CWM, Madison worked at Carson Wealth, Total Wealth Planning, LLC, and BCR Wealth Strategies, LLC. 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 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.

Shanna Kehoe is a financial advisor with CWM, LLC, holding a Series 66 designation and over 22 years of industry experience. She has worked at several firms, including Cetera Advisor Networks, Lakeside Wealth Management Group, and New England Securities. Kehoe is a member of the Women’s Executive Council and the Las Vegas Metro Chamber of Commerce. 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, and retirement-plan services, employing discretionary model portfolios supported by various analysis methods, third-party sub-advisors, and customization tools.

Michael Garmone is a financial professional with 18 years of industry experience, currently affiliated with CWM, LLC. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Cetera Wealth Services. He is also the owner of Garmone Financial, LLC, a non-investment business used for administrative purposes. 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, employing discretionary management with model portfolios supported by an in-house Investment Committee and a mix of analytical tools and third-party resources.

Ian Hayward is a financial advisor with CWM, LLC in Green Bay, WI, holding a Series 65 credential. He has professional experience working with Heritage Financial Partners, Fortifi Bank, Bank of the West, and other financial institutions since 2017. 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 solutions, utilizing a discretionary investment approach governed by an in-house Investment Committee and supported by third-party sub-advisors and technology tools.

Thomas Wenthen Jr. is a financial advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Noble Wealth Advisors, LPL Financial, and Prospect Financial Services 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 employs discretionary portfolio management using model portfolios guided by an internal Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Robert Holdford is a financial advisor with CWM, LLC based in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been involved with Cetera Wealth Services, LPL Financial, and Wealth Management, Inc., among other roles. Outside of advising, he is an author and owner of a publishing company, a musician in a pop/rock cover band, and a life coach contributing to personal development content. 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, retirement-plan services, and sub-advisory options, utilizing model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Matthew Johnson is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Carson Wealth, Signal Wealth Advisors, and Thom K Hall Financial Group. In addition to his advisory role, he is an insurance agent 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, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Gregory Wambolt is a financial advisor with CWM, LLC, holding CFP® and ChFC® designations and possessing 25 years of industry experience. His career includes roles at Carson Wealth, Centric Investment Group, Metis Wealth Management, Northwestern Mutual, and his own firm, Wambolt & Associates, LLC. Outside of advisory work, he serves as a board member and investor in a labor platform company. 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 discretionary portfolios using model strategies overseen by an internal Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan fiduciary services and a range of institutional solutions.

Sean Wallace is a Series 65-licensed advisor at CWM, LLC with two years of industry experience. Prior to joining CWM, he held roles at Gold Family Wealth and Infinex Financial Group. Outside of his advisory work, Wallace serves as an assistant boys lacrosse coach at Newtown High School and is the head coach of a youth lacrosse team with Cavalry Lacrosse Club. 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 model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Patricia Garner is a CFP® and holds a Series 66 license with 19 years of industry experience. She is currently with CWM, LLC and previously worked at Boston Retirement Group, Dakota Wealth, LLC, and Enterprise Bank. She serves as a board member for the Greater Lawrence Community Action Council, a nonprofit organization that collaborates with the community to create opportunities. CWM, LLC is an SEC-registered investment adviser with more than 600 advisors serving individuals, families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, and retirement-plan services through discretionary management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Gregory Diamond is a financial advisor with CWM, LLC based in Fort Myers, FL. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 24 years of industry experience. He is also the managing member of a CPA firm providing tax planning and preparation services to small businesses and families. 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 offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Matthew Jones is a financial advisor at CWM, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research and Securities America. Outside of advisory work, he has experience as an independent contractor delivering for app-based companies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, institutions, and corporations through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, utilizing discretionary model portfolios overseen by an internal Investment Committee and a combination of fundamental and technical analysis.