Jackson Dewbre is a financial advisor at CWM, LLC with four years of industry experience. He holds a Series 65 credential and has worked at Yuma & Imperial Valley Wealth Management and Yuma Investment Group Wealth Management. Outside of his advisory role, Dewbre is involved as a Service Project Manager with Foothills Rotary and serves as a board member for NexGen, a networking organization for young professionals. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a nationwide network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Paul Reinker is a financial advisor at CWM, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Arbor Point Advisors, SECURITIES AMERICA, Inc., and PRUCO Securities, LLC. He is also the owner of Reinker, Inc. and Reinker Holdings, LLC. 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 offers services such as portfolio management, financial planning, and retirement-plan solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Sara Light is a financial advisor at CWM, LLC with one year of industry experience. Her prior work includes roles at Waymaker Wealth Advisors and entrepreneurial ventures such as Java Heaven and Grace+Joy Clothing Boutique. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers retirement-plan services alongside various investment and advisory options.

Douglas Wells is a financial advisor with CWM, LLC in Akron, Ohio, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include positions at Wells Trecaso Financial Group, Cabot Lodge Securities, and Morgan Stanley Smith Barney. He serves on the finance committees of Holy Family Catholic Church and Hope Ignites Northeastern Ohio and is a board member for the Walsh Jesuit High School Endowment. 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 governed by an in-house Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Natasha Allen is a financial advisor with CWM, LLC based in Charlotte, NC. She holds a Series 66 designation and has three years of industry experience, including prior roles at Edward Jones and LPL Financial LLC. Outside of her advisory work, Allen leads coaching programs focused on emotional eating and weight loss through her consulting business and serves as a Skills Development Coach at the Life Purpose Institute. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, families, foundations, and institutions, with over 600 advisors nationwide. The firm manages portfolios primarily on a discretionary basis using model portfolios and blends fundamental and technical analysis alongside third-party sub-advisors and customized tools.

Paul Wolf is a CFP® with 13 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has managed his own firm, Wolf Money Management, Inc., since 2003. In addition to his advisory work, he is also a licensed insurance agent. 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 and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and retirement plan services.

Gabriela Caito is a financial advisor with CWM, LLC holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Carson Wealth and Farm Credit Services of America. 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 a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jennifer Austin is a financial advisor with CWM, LLC in Omaha, NE, holding Series 66 and Series 63 credentials and 20 years of industry experience. She has previously worked at Ameritas Advisory Services and Ameritas Investment Corp. Outside of her advisory role, she owns Jennifer Austin Fine Art, LLC, where she creates and sells original artwork, and is an associate artist with The Burkholder Project. 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 manages discretionary accounts using model portfolios guided by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Alan Hodgson is a CFP® professional with 37 years of industry experience, currently affiliated with CWM, LLC since 2024. His prior roles include positions at United Planners' Financial Services of America, ARS Investment Advisors, Allegis Investment Advisors, Allegis Investment Services, and Advanced Retirement Strategies. 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 model portfolios managed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions with fiduciary oversight.

Edwin Woolley is a financial advisor with CWM, LLC based in Twin Falls, ID, holding the CFP® designation and several securities licenses. He has 24 years of industry experience, including prior roles at Cambridge Investment Research Advisors and United Planners Financial Services. Woolley serves as a board member of the Magic Valley Estate Planning Council and participates as a consultant for charitable golf events benefiting fundraising efforts. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary management approach using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Carolyn Choh is a financial advisor with CWM, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Voya Financial Advisors, Inc. and Cetera Wealth Services, LLC. In addition to her advisory work, she is an independent insurance agent specializing in fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a broad network of advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, managing accounts primarily on a discretionary basis using a combination of fundamental and technical analysis alongside third-party resources.

Floyd Shilanski is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Shilanski & Associates, Inc. since 1983 and was previously with Summit Brokerage Services, Inc. from 2001 to 2018. Outside of advising, he organizes fishing groups for Alaska trips and serves as a speaker and coach in motivational and educational seminars. 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 on a discretionary basis using model portfolios guided by an investment committee and incorporates fundamental and technical analysis along with third-party sub-advisors and customization tools.

John Raleigh Jr. is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with CWM, LLC and has held roles at Shilanski & Associates and Summit Financial Group Inc., among others. Outside of his advisory work, he volunteers as a track coach for pole vaulting and is an Auxiliarist with the United States Coast Guard Auxiliary, in addition to organizing tours as a conductor. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary portfolio management approach using model portfolios and third-party sub-advisors, with a focus on retirement plan services and comprehensive fiduciary oversight.

Matthew Kory is a financial advisor at CWM, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Carson Wealth, Carson Group, Cetera Advisor Networks, Pangea Wealth Management, and LPL Financial. Outside of his advisory role, he is an insurance agent specializing in life, health, disability, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages discretionary accounts using model portfolios supported by an Investment Committee and offers services such as portfolio management, financial planning, sub-advisory solutions, and retirement plan services including delegated 3(38) and consulting options.

Chad Phipps is a financial advisor at CWM, LLC with 18 years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Advisor Networks and Waddell & Reed, Inc. Outside of his advisory work, he is involved in several business ventures including managing partner roles in tax preparation and holding companies, as well as ownership interests in aviation-related LLCs. 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 portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services such as financial planning, sub-advisory, and retirement-plan solutions.

Lindsay Graves is a financial advisor at CWM, LLC with credentials including the Series 65. She has been with CWM and Carson Wealth since 2025 and has prior experience as the owner and partner of Graves & Graves, LLC dba The Graves Law Firm, where she has prepared and executed estate plans since 2013. In addition to her advisory role, she is an active attorney involved in estate planning and also holds a license to sell life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm manages portfolios on a discretionary basis using a combination of model portfolios, third-party sub-advisors, and customized investment tools, with a particular focus on retirement-plan services and fiduciary oversight.

Kristen Rainone is a financial advisor at CWM, LLC with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Carson Wealth, Cetera Advisor Networks LLC, LPL Financial, and TD Ameritrade. In addition to her advisory work, she is a licensed notary. 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 manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Savanna Hankins is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. Her work history includes roles at BMY Wealth Management Group, Briscoe and Associates, First National Bank Albany/Breckenridge, First Financial Bank, and World Financial Group. Outside of finance, she previously operated Gypsy Wild Style, a business venture. 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 guided by an internal Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Ryan Furstenau is a financial advisor at CWM, LLC with 23 years of industry experience. He previously worked at LPL Financial LLC from 2003 to 2026 and operates Furstenau Financial. His additional business activities include involvement in non-variable insurance and management of an ethanol plant investment. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a nationwide network of partner offices. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, sub-advisors, and customization tools, with a focus on retirement-plan services and comprehensive fiduciary processes.

Steven Henningson is a financial advisor at CWM, LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Cetera Wealth Services and Applied Financial Planning. Outside of his advisory work, Henningson serves on the advisory board of a community church with recovery ministries and supports the Ronald Reagan Presidential Foundation & Library. 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 with model portfolios overseen by an internal Investment Committee, integrating fundamental and technical analysis alongside third-party sub-advisors and customization tools.