Jamie Carroll is a CFP® professional with 21 years of industry experience, currently affiliated with CWM, LLC in Amarillo, TX. He has worked at Cetera Advisor Networks, Pinnacle Financial Group, and LPL Financial over his career. Carroll also holds licenses as a Series 63 and Series 66 representative and is involved in fixed insurance sales, including life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis with model portfolios supported by an in-house Investment Committee and various customization tools.

Philip Vann is a CFP® affiliated with CWM, LLC, with four years of industry experience. He has previously worked at Carson Wealth and Carson Wealth Management Group. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse range of clients, including individuals, high-net-worth families, foundations, and institutions. The firm employs a discretionary investment approach that integrates model portfolios, third-party sub-advisors, and customization tools, with a strong focus on retirement-plan services and fiduciary processes.

John Sims is a Series 65 licensed financial advisor with CWM, LLC, based in Amarillo, TX. He has one year of industry experience and has held roles at Carson Wealth and Hilltop Securities. Prior to his advisory career, he worked seven years at PRI Operating LLC. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm emphasizes discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services such as financial planning, sub-advisory, and specialized retirement-plan solutions.

Carson Greathouse is a financial advisor with CWM, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Carson Wealth, Pantera Energy, Happy State Bank, and other firms, with roles spanning finance and transportation sectors. 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 offers a range of portfolio management and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Justin Ehle is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has previously worked at Northwestern Mutual in various capacities from 2007 to 2019 and has been with Carson Wealth and Cetera Advisor Networks since 2019. Outside of advisory work, he owns JHAND Consulting, LLC and sells life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services using discretionary management and model portfolios supported by an in-house investment committee.

Cole David is a Series 65 licensed advisor with CWM, LLC in Amarillo, TX, where he has worked since 2019. He has six years of industry experience and previously worked at Texas Christian University. He is also licensed as an insurance agent and sells life, 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 large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing a discretionary investment approach that combines model portfolios and third-party sub-advisors.

Jesse Murphy is a CFP®-designated financial advisor with 43 years of industry experience, currently affiliated with CWM, LLC. His prior roles include positions at Carson Wealth, Cetera Wealth Services, LPL Financial, Happy State Bank, Cadaret, Grant & Co., Inc., and his own firm, Murphy Financial Advisors, Inc. Outside of advisory work, he is an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools. CWM offers a range of services including portfolio management, financial planning, retirement-plan services, and sub-advisory options.

Jeffrey Maynard is a financial advisor at CWM, LLC with 23 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at firms including Cetera, Carson Wealth, LPL Financial, and Pinnacle Financial Group. Maynard is also an insurance agent selling life, disability, 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 over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Nolan David is a financial advisor with CWM, LLC, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Carson Wealth, Pinnacle Financial Group, Cetera Advisor Networks LLC, and LPL Financial. In addition to advising, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement plan services, employing discretionary management using model portfolios overseen by an in-house Investment Committee.

Nathan Murphy is a CFP® professional with 23 years of experience, currently serving as an advisor at CWM, LLC and Carson Wealth. His prior roles include positions at Cetera Wealth Services, LPL Financial, Happy State Bank, Murphy Financial Advisors, and Cadaret, Grant & Co. Outside of financial advising, he is involved in insurance sales and manages several real estate ventures. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing a discretionary investment approach that integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jessica Hunnicutt is a financial advisor at CWM, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Northwestern Mutual and Farmers Insurance. Outside of advising, she owns Hunnicutt Enterprises, LLC, an Airbnb business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of partner offices and advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of financial planning, portfolio management, and retirement-plan services.

H Sturgeon is a financial advisor with CWM, LLC, holding Series 63 and Series 65 designations and six years of industry experience. Prior to joining CWM, Sturgeon worked at Carson Wealth, Equitable Advisors, Axa Advisors, Prosperity Bank, and Texas A&M University. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan programs, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Michael David is a financial advisor at CWM, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Carson Wealth, Cetera Advisor Networks, LPL Financial, and Pinnacle Financial Group. Outside of advising, he is a board member of Kids, Inc Foundation and is involved in several aviation partnerships. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary management using model portfolios governed by an internal Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.