May Cheung is a CFP® with 23 years of industry experience, currently with CW Advisors, LLC. Her prior positions include roles at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. She holds a Series 63 license and is based in Miami, FL. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies and is part of the larger Osaic corporate group, offering additional trust, lending, and alternative investment services.

Stephen Wright is a CFP®-certified financial advisor with 12 years of industry experience, currently with CW Advisors, LLC. He previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach and employs a mix of active, passive, quantitative, and ESG strategies.