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Christopher B

Series 63, Series 65

New Hope, PA

CW Advisors, LLC

Christopher Brashier is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Wells Fargo Clearing (1999–2011), Wells Fargo Advisors (2011–2021), and Chb Investment Group, LLC (2011–2025) before joining CW Advisors in 2025. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets and serving a diverse client base including individuals, families, trusts, charitable organizations, pension plans, corporations, and other registered investment advisers. The firm uses a Core-and-Satellite investment framework that incorporates active, passive, strategic, quantitative, and ESG strategies across various asset classes and offers services such as wealth management, financial planning, retirement plan advisory, family-office solutions, and sub-advisory and business-continuity services.

Wealth management Active portfolio management Passive / index investing ESG / Sustainable investing Private / alternative investments Founder/Business Owner
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Christopher L

CFP®, Series 66

New Hope, PA

CW Advisors, LLC

Christopher Lindenthal is a CFP®-certified financial advisor at CW Advisors, LLC with 18 years of industry experience. He previously worked at Chb Investment Group, LLC and Wells Fargo Advisors. Outside of his advisory work, he is co-owner of Curious Finds, a business that organizes and sells antique goods. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other advisers, employing a Core-and-Satellite investment approach that includes active, passive, strategic, quantitative, and ESG strategies across diverse asset classes.

Wealth management Active portfolio management Passive / index investing ESG / Sustainable investing Private / alternative investments Founder/Business Owner
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Debra J

Series 66

New Hope, PA

CW Advisors, LLC

Debra Jones is a financial advisor at CW Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at CW Advisors since 2025. Her prior experience includes roles at Chb Investment Group, LLC and Wells Fargo Advisors. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, and various institutional entities, offering wealth management, retirement plan advisory, family-office services, and sub-advisory solutions through a Core-and-Satellite investment framework.

Wealth management Active portfolio management Passive / index investing ESG / Sustainable investing Private / alternative investments Founder/Business Owner
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