Dennis Mesward is a CFP® with 29 years of industry experience, currently serving as a financial advisor at CL Wealth Management LLC and Cabot Lodge Securities. He has been with CL Wealth Management since 2011 and with Cabot Lodge Securities since 2013. Outside of his advisory work, he volunteers as an assistant coach for boys and girls high school soccer teams at The Classical Academy in Colorado Springs. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies to client objectives and risk tolerance through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Louis Jimenez is a CFP® and ChFC® with 35 years of industry experience, currently serving as an advisor at CL Wealth Management LLC in Colorado Springs, CO. His prior experience includes roles at Wilbanks Securities Advisory and Cabot Lodge Securities LLC. Outside of his advisory work, he is president and owner of Future Matters, Inc., an entity related to his securities, advisory, and insurance business activities. CL Wealth Management LLC is a multi-advisor firm serving individuals, trusts, business entities, and charitable organizations, offering portfolio advisory services, financial planning, and client education. The firm tailors investment strategies based on fundamental and technical analysis, managing a substantial portion of assets on a non-discretionary basis.