Adam Flagg is a CFP® with 19 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has worked with firms including Cetera, Collective Advisors, and Sigma Financial Corporation. Outside of advisory work, he volunteers providing pro bono financial coaching for families dealing with cancer and holds board and advocacy roles with nonprofit organizations such as the Financial Planning Association of Austin and the Candlelight Ranch Foundation. 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 employs a discretionary portfolio management approach combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan and institutional services.

Gregory Gaynier is a financial advisor with CWM, LLC in Austin, TX, holding Series 63 and Series 65 licenses and totaling 43 years of industry experience. His career includes roles at firms such as Collective Advisors, Cetera Advisor Networks, and Sigma Financial Corporation. Outside of his advisory work, he volunteers as a liaison with the Austin Human Resource Management Association. 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 provides portfolio management, financial planning, sub-advisory services, and retirement-plan offerings, utilizing discretionary model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis tools.

Nolan Maloney is a financial advisor with CWM, LLC in Austin, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Collective Advisors, Cetera Advisor Networks, and Elite Partners, LP. He also serves as Director of Wealth Management Operations at Collective Wealth Austin, LLC. CWM, LLC is an SEC-registered investment adviser that serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary account management with a mix of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Kenneth Anton is a financial advisor with CWM, LLC based in Austin, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Collective Advisors and Sigma Planning Corporation, among others. In addition to advisory services, he is involved in the sale of non-variable insurance products including term and permanent life insurance policies. 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 employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement-plan services with an emphasis on fiduciary processes and operational transparency.