Michael Hall is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with CWM since 2024 and also owns Lighthouse Tax Services and Shane Hall Financial, where he provides fixed annuities, life insurance, long-term care insurance, and tax preparation services. Hall serves as a board member for Ascension Academy, advising on operating decisions. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines multiple investment strategies with tools for customization and retirement-plan services.

Kelsey Culjat is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining CWM, Culjat worked at D.A. Davidson & Co., Charles Schwab & Co., and TD Ameritrade. Outside of advising, Culjat owns several investment properties. 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 over 600 advisors. The firm uses discretionary model portfolios governed by an in-house Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions.

Michael Gibbs is a financial advisor at CWM, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including United Planners' Financial Services of America and Allegis Wealth Advisors. In addition to his advisory role, he operates an independent insurance business and holds a longstanding vice president position at Corporate Benefits Inc. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, foundations, and institutions. The firm manages portfolios on a discretionary basis using model strategies developed by an internal Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

Ronald Vansurksum is a CFP® with 17 years of experience in financial advising. He is currently with CWM, LLC and has previously worked at AAM Financial Planning & Investments and Advanced Asset Management. Vansurksum holds leadership roles in several charitable organizations, including serving as President of the Grandville Jenison Chamber of Commerce, Secretary of the Grandville Walker Foundation, and Treasurer of Kenowa Ambucs. 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 on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with an emphasis on retirement plan fiduciary services and institutional solutions.

Andrew Volk is an investment advisory representative at CWM, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Wealth Services and Premier Wealth Management Group. Outside of his financial advisory work, Volk coaches the high school boys and girls wrestling teams at Central Cass Public School. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, and retirement-plan services, employing discretionary management through model portfolios overseen by an in-house Investment Committee.

Bryan Webb is a financial advisor at CWM, LLC with CFP® and Series 65 credentials and two years of industry experience. He has worked at Silverhawk Private Wealth and taught at Grand Canyon University and local schools prior to his advisory career. 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 utilizes model portfolios with discretionary management and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.

Marlon Scott is a financial advisor at CWM, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Ameriprise Financial Services, LPL Financial, and UBS Financial Services. He serves as President of the UNT Alumni Association and Vice President of the INROADS Houston Alumni Association. 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, typically managing accounts on a discretionary basis using model portfolios and employing a combination of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Faron Daugs is a Certified Financial Planner (CFP®) with 35 years of industry experience. He is affiliated with CWM, LLC and has held prior roles at Cetera Advisor Networks, LLC and LPL Financial. Outside of his advisory work, he is an insurance agent specializing in life and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including financial planning, retirement-plan consulting, and access to alternative investments.

Bradley Shermeto is a CFP® professional with one year of industry experience. He is currently affiliated with CWM, LLC and Carson Wealth, both since 2025. Prior to this, he worked at Louis Plung & Company for six years and spent time at Technip FMC and as a student. 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, sub-advisory services, and retirement-plan services, utilizing model portfolios overseen by an internal Investment Committee and integrating various analytical tools and third-party providers.

Joel Riha Aldrich is a financial advisor at CWM, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Orion Portfolio Solutions and Orion Advisor Technology for five years. Outside of his advisory roles, he has experience in the restaurant and hospitality sectors, including positions at A&G Restaurant and Omaha Country Club. 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 accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Gregg Johnson is an investment advisor representative and national sales director at CWM, LLC with 35 years of industry experience. He has worked at Cetera Wealth Services, Securities America, and CWM in various capacities since 2006. Johnson serves on the board of the Metro Omaha Red Cross and participates in their sub-committee for board member recruitment. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and financial planning, managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jeremy Weller is a CFP® with 15 years of industry experience, currently advising at CWM, LLC. His prior work includes roles at Cetera Advisor Networks and Cambridge Investment Research. He also serves as a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary management approach using model portfolios guided by an in-house Investment Committee and offers a range of financial planning and retirement services.

Cole David is a Series 65 licensed advisor with CWM, LLC in Amarillo, TX, where he has worked since 2019. He has six years of industry experience and previously worked at Texas Christian University. He is also licensed as an insurance agent and sells life, disability, annuities, and long-term care insurance. 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 offers portfolio management, financial planning, and retirement-plan services, utilizing a discretionary investment approach that combines model portfolios and third-party sub-advisors.

Liam Smith is a financial professional with CWM, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has previously worked at Charles Schwab and TD Ameritrade, among other firms. Smith supports advisors operationally and assists with technology during meetings. 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, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Robert Taylor is a financial advisor at CWM, LLC with 10 years of industry experience. He holds the Series 65 designation and has worked previously at Carson Wealth and LPL Financial. Taylor was also associated with Taylor Financial Group for 10 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, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Brent Polzin is a financial advisor with CWM, LLC, holding a Series 66 designation and over 22 years of industry experience. He is currently with Carson Wealth and has previous experience with Harbor Wealth Management LLC and APW Capital, Inc. Outside of his advisory work, he is involved in agriculture as a partner in a cattle-raising business and owns a beef farm where he raises cattle and grows crops. 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 overseen by an in-house Investment Committee and integrates fundamental and technical analysis with third-party sub-advisors and alternative investments.

Steven Rose is a CFP® with 21 years of industry experience, currently serving as a financial advisor at CWM, LLC and Art of Wealth Management since 2022. His prior experience includes roles at Legacy Wealth Planning, LLC and LPL Financial, LLC. Outside of advisory work, he is involved in the sale of health, life, disability, and other insurance products through an insurance agency and operates S Rose 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 portfolios primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement-plan services and fiduciary processes.

Richard Hull is a financial advisor with CWM, LLC in Memphis, TN, holding a Series 66 credential and 17 years of industry experience. His work history includes roles at Hulco Investments, LLC, Cetera Wealth Services, LLC, Hal Otey Financial, and Ameriprise Financial Services Inc. Outside of advisory roles, he serves as a board member for the Desoto County Outlet Shops of the Mid South public improvement district. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutions through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, retirement plan solutions, and access to alternative investments.

Bailey Mcnamara is a CFP® and Series 66-licensed advisor with eight years of industry experience. He is currently with CWM, LLC, where he has worked since 2023, following prior roles at Financial Benefits, Inc. and Raymond James Financial Services. In addition to his advisory duties, he is also licensed to sell fixed insurance products including life, health, disability, annuities, and long-term care insurance. 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 a range of portfolio management and financial planning services, generally managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Spencer Johnston is a financial advisor with CWM, LLC, holding Series 66 and Series 63 designations and five years of industry experience. His career includes roles at Thrivent Financial and Ameriprise Financial Services, among others. Johnston serves as a relationship manager providing operational support, paraplanning, and client service. 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 a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.