Bryan Wiepert is a financial advisor at CWC Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with CWC Advisors since 2015. Prior to joining CWC, he worked at Purshe Kaplan Sterling Investments from 2015 to 2018. CWC Advisors primarily serves high net worth individuals and also works with IRA rollovers, trusts, estates, charitable organizations, and certain pooled investment vehicles. The firm employs a contrarian value investment process focused on diversified portfolios and offers discretionary investment management, financial planning, and advice on held-away assets.

Thane Cleland is a financial advisor at CWC Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CWC Advisors since 2000. Outside of advisory work, he is a member of the investment committee at Alera Management Group LLC and holds a compensated role in general business consulting for Faro Solutions LLC, an importer and wholesaler of work gloves. CWC Advisors primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities, with additional involvement in private fund advising and sub-advisory arrangements.

Gary Woolworth is a financial advisor at CWC Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CWC Advisors since 2000. He serves on the investment committee of Alera Management Group LLC, dedicating several hours weekly to this role. CWC Advisors primarily serves high net worth individuals and provides discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities, while also acting as a private fund adviser and sponsor.