Dalton Preston is a financial advisor at CWM, LLC with ChFC®, Series 65, and Series 63 credentials and four years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), Tewell & Associates Financial Services, and Dakota Wealth Management. Outside of his advisory work, he leases farmland to the USDA as part of the Conservation Reserve Program. 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 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing model portfolios, fundamental and technical analysis, and various customization tools.

Davis Levy is a financial advisor at CWM, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JPMorgan Chase and The Vanguard Group. Outside of his advisory role, he serves as a Regional Vice President for Delta Sigma Pi, a professional business 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 over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, along with access to alternative investments.

Shannon Ebding is a CFP® with seven years of industry experience, currently with CWM, LLC since 2023. Prior to joining CWM, Shannon worked at Buckley Investment Group for seven years and has experience in mortgage lending. Outside of financial advising, Shannon serves as an accountant for Nocking Point Winery, managing bookkeeping responsibilities. 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 emphasizes discretionary portfolio management using model portfolios overseen by an internal Investment Committee and offers a range of services including financial planning and retirement-plan solutions.

Sarah Billings is a financial advisor at CWM, LLC with a Series 65 designation and over four years of industry experience. Her previous roles include positions at Cetera Advisor Networks and Texas Workforce Commission. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, and retirement-plan solutions.

Hanna Sheppard is a financial advisor at CWM, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Purshe Kaplan Sterling Investments, and The Wealth Alliance, among others. Ms. Sheppard is dually registered with Purshe Kaplan Sterling Investments and The Wealth Alliance, serving as a non-producing representative for the former. 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 accounts on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan services with a focus on fiduciary processes and transparency.

Grant Engelbart is a CFA® credentialed financial advisor with 15 years of industry experience. He is currently with CWM, LLC in Omaha, NE, having previously worked at Brinker Capital and Orion Portfolio Solutions. Engelbart also holds a Series 65 license. 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 through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement-plan services alongside portfolio management and financial planning.

Jason Alvarado is a CFP® professional with nine years of experience in financial advisory roles. He currently works at CWM, LLC and Northwest Capital Management, having previously held positions at Morgan Stanley, Frost Bank, and other firms. Outside of finance, he was involved with Jay Alvarado Humidors for five years. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including 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 internal Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Joseph Clites is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and with 22 years of industry experience. His prior work includes roles at Cetera Wealth Services, Art Jetter & Company, and Pacific 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 employs discretionary portfolio management using model portfolios governed by an in-house Investment Committee and integrates fundamental and technical analysis, sub-advisors, and customizable tools.

Michael Walenz is a financial advisor at CWM, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oakeson Steiner Wealth & Retirement, OneDigital Investment Advisors, and LPL Financial. Outside of his advisory role, he oversees financial aspects of several property-related businesses. 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 services, and retirement-plan solutions, with a discretionary investment approach supported by an in-house Investment Committee and various customization tools.

Makenna Sharkey is a financial advisor at CWM, LLC with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Fidelity, JP Morgan Chase, Lincoln Financial Group, and Rosevest Financial. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions using discretionary management with model portfolios and a combination of fundamental and technical analysis.

Wade Chessman is a CFP® with 21 years of industry experience, currently serving as an advisor at CWM, LLC since 2019. Prior to joining CWM, he operated Chessman Wealth Strategies for 15 years. He is also involved in recommending clients for healthcare sharing ministry programs and Medicare supplemental insurance referrals. 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 investment management approach that integrates in-house committees, third-party sub-advisors, and customization tools, with a particular emphasis on retirement plan fiduciary services and institutional client solutions.

Franklin Callaway is a financial advisor with CWM, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Carson Wealth and Jon Baker Financial Group, as well as positions outside of finance at Lowe's Companies, Inc., and educational institutions such as the University of Georgia and St. Pius X Catholic School. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a large network of partner offices and advisors. The firm employs discretionary portfolio management using model portfolios guided by an internal Investment Committee and offers a range of services including financial planning and retirement-plan solutions.

Scott Wood is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with CWM since 2022 and has a long tenure at Mutual Of Omaha Investor Services, Inc. and Mutual Of Omaha Fund Management Company dating back to 1989. Outside of financial services, he is the founder and coach of Vision Quest Consulting, a business consulting firm focused on strategic growth and team planning for non-financial businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, employing a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Kayla Oliver is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at CWM, LLC and has previously been associated with Bain Wealth Management and the Washington Small Business Development Center. 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 with third-party sub-advisors, offering a range of portfolio management, financial planning, and retirement-plan services.

Michelle Frommeyer is a CFP® with 21 years of industry experience and is currently affiliated with CWM, LLC. She has worked at several firms including FFR Wealth, Cetera Advisor Networks, and Waddell & Reed, and also serves as a state senator for Kentucky’s 24th District. Outside of her advisory role, she participates in community activities such as serving on the Major Gifts Committee for St. Mary Parish. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a large network of advisors. The firm employs a discretionary, model-based investment approach overseen by an internal committee, offering diversified portfolio management and retirement plan services with fiduciary oversight and multiple platform partnerships.

Jonathan Andre is a CFP® professional based in Cincinnati, OH, with 15 years of industry experience. He has worked at Total Wealth Planning, LLC for 11 years and is currently affiliated with Carson Wealth and CWM, LLC. 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 a range of services including portfolio management and retirement-plan solutions, utilizing discretionary model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.

William Meikle Jr. is a CFP® with 43 years of industry experience, currently serving as an investment advisory representative at CWM, LLC. His prior experience includes roles at LPL Financial and Meikle Financial Group. Outside of advisory work, he is a board member of FUEGO, a fundraising organization encouraging donations of money, time, and resources. 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 offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios supported by fundamental and technical analysis and a range of third-party tools.

Paul Barlow is a financial advisor at CWM, LLC with 28 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Carson Group, Mercer Global Advisors, CornerCap, Charles Schwab, Park Avenue Securities, Guardian Life Insurance, and FTB Advisors. 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 utilizes a discretionary portfolio management approach with model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Edward Hoyt is a financial advisor at CWM, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining CWM in 2025, he worked at Shilanski & Associates, Inc. for nine years and Cantor Fitzgerald for four 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 more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing model portfolios and a combination of fundamental and technical analysis.

Jamie Shilanski is a financial advisor at CWM, LLC with 13 years of industry experience and holds a Series 66 designation. His career includes roles at multiple firms including Cetera Wealth Services, LLC and Summit Brokerage Services Inc. Outside of financial advising, he serves as CFO for Tier 1 Veterinary Medical Center and is involved in business consulting and retirement tax services through ownership and part-ownership of related companies. 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 integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.