Douglas Wells is a financial advisor with CWM, LLC based in Akron, OH, holding Series 63 and Series 65 licenses and with 44 years of industry experience. His prior roles include positions at Wells Trecaso Financial Group, Cabot Lodge Securities, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. He serves on the finance committees of several nonprofit organizations, including Holy Family Catholic Church and Hope Ignites Northeastern Ohio, and is a board member overseeing investment allocation for the Walsh Jesuit High School Endowment. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm employs discretionary management using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on fiduciary processes and retirement plan services.

Samuel Trecaso is a Series 65 licensed financial advisor at CWM, LLC with two years of industry experience. He previously worked at Wells Trecaso Financial Group and has a background in business roles spanning several industries. Trecaso serves as a board member of the Italian American Professional & Business Club, a nonprofit focused on promoting Italian-American community involvement, culture, heritage, and family. CWM, LLC is an SEC-registered investment adviser that serves 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.

Christopher Walters is a financial advisor with CWM, LLC, holding a Series 66 designation and over 26 years of industry experience. His career includes positions at Morgan Stanley Smith Barney, Wells Trecaso Financial Group, Cabot Lodge Securities LLC, and other firms. He is also licensed as an insurance agent, selling 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 more than 600 advisors. The firm manages accounts using discretionary model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of services including portfolio management, financial planning, and retirement plan solutions.