Stephanie Henderson is a financial advisor with CWM, LLC, holding a Series 65 credential and beginning her career in 2025. Prior to joining CWM, she worked at Olivier Group and held various roles including positions with Louisiana Economic Development and the Teachers' Retirement System of Louisiana. 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 provides portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Chad Olivier is a CFP® with 30 years of industry experience, currently serving as an investment advisory representative at CWM, LLC. His prior experience includes roles at LPL Financial and Cetera Wealth Services. Outside of his advisory work, he is president and author at The Olivier Group, LLC, where he offers financial services and authors books, and he serves as a board member for the nonprofit Friends of MAC. 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 employs a discretionary portfolio management approach using model portfolios governed by an internal Investment Committee, combining fundamental and technical analysis along with third-party sub-advisors and customization tools.

Landon Collins is a CFP® professional with eight years of experience in financial advising. He is currently with CWM, LLC, where he also serves as a wealth advisor at the Olivier Group. Prior to this, he spent six years at Edward Jones. In addition to his advisory roles, he is licensed to sell fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a partner network of over 600 advisors. The firm uses discretionary management based on model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Tyler Smith is a financial advisor at CWM, LLC with a Series 65 credential and one year of industry experience. Prior to joining CWM, he worked at The Olivier Group and has held roles outside the financial sector, including positions at Super Clean and the Country Club of Louisiana. He also has a background in education, having been employed at University Laboratory School and Louisiana State 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 over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Amy Hall is a financial advisor at CWM, LLC, holding a Series 65 designation with one year of industry experience. She previously worked at the Olivier Group and spent thirteen years at the Department of Corrections Credit Union. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing retirement-plan services and fiduciary processes.

Benjamin Johnson is a financial advisor with CWM, LLC in Baton Rouge, LA, holding the CFP® designation and Series 66 license. He has two years of industry experience and has held roles at Cetera Wealth Services, The Olivier Group, and other organizations. Outside of his advisory work, he serves as an operations analyst for The Olivier Group, LLC, providing operational support to clients and coworkers. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, utilizing model portfolios and a combination of fundamental and technical analysis.

Christopher Adams is a financial advisor at CWM, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been associated with Cetera Wealth Services, The Olivier Group, and CWM, LLC DBA Carson Group Partners since 2019. Adams serves as a board member of the LSU Alumni Association of New Orleans - Crescent City Tigers and the Alpha Gamma House Corporation Pi Kappa Alpha Fraternity. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm emphasizes discretionary portfolio management using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, alongside a range of retirement plan services and fiduciary processes.