Michael Hall is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with CWM since 2024 and also owns Lighthouse Tax Services and Shane Hall Financial, where he provides fixed annuities, life insurance, long-term care insurance, and tax preparation services. Hall serves as a board member for Ascension Academy, advising on operating decisions. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines multiple investment strategies with tools for customization and retirement-plan services.

James Hughes is a CFP® professional with seven years of industry experience. He is currently with CWM, LLC and has previously worked at Shane Hall Financial and PlanMember Securities Corporation. Outside of his advisory roles, he has provided administrative securities support and sales generation for Shane Hall Financial. CWM, LLC is an SEC-registered investment adviser serving individual, high-net-worth, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis with a combination of fundamental and technical analysis and access to alternative investments.

Texanna Stallwitz is a financial advisor at CWM, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at PlanMember Securities Corporation and Shane Hall Financial. In addition to her advisory role, she provides administrative support as a licensed sales assistant at Shane Hall Financial. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios supported by an in-house Investment Committee and offers a range of portfolio management, financial planning, and retirement-plan services.