Olivia Payne is a CFP® professional with five years of industry experience, currently affiliated with CWM, LLC in Atlanta, GA. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Pierson Wealth Management. 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 a large network of partner offices and over 600 advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and emphasizes fiduciary processes and retirement-plan services.

Walter Eaves Jr. is a financial advisor at CWM, LLC with five years of industry experience and holds a Series 66 designation. Prior to joining CWM, he worked at Yari Capital and Ampere Wealth Management. He is the sole owner of Mercury Ventures LLC, through which he provides financial literacy and education services to organizations. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of retirement-plan and sub-advisory services.

Kurt Mattson is a financial advisor with CWM, LLC located in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has worked extensively with Northwestern Mutual in various capacities from 1995 to 2026 before joining CWM and Yari Capital in 2026. Mattson is a minority owner of eCredable, a financial services business. 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 discretionary accounts using model portfolios and employs a mix of fundamental and technical analysis, third-party sub-advisors, and customization tools.