Robert Frits is a CFP® professional with 25 years of industry experience, currently affiliated with CWM, LLC. He previously worked at LPL Financial, LLC and Arvest Wealth Management. Outside of his advisory role, he is involved in several business ventures including ownership of multiple LLCs related to real estate and other enterprises. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages discretionary portfolios using model-based strategies supported by an in-house Investment Committee, third-party sub-advisors, and customization tools, with an emphasis on retirement plans, institutional services, and transparent fee and conflict disclosures.

Aneta Koziarek is a financial advisor at CWM, LLC with a Series 65 credential and no prior industry experience. Before joining Tungsten Wealth Management in 2026, she worked at Blue Diamond Growers and Danone N.A. for several years. 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 employs discretionary portfolio management with model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.