J. Hunter Hart is a CFP® professional with 14 years of experience, currently serving as an investment advisory representative at CWM, LLC. He has held roles at Cetera Wealth Services, LLC, Equity Planning, Inc., and LPL Financial. Hart is also involved in expense management through a separate business venture. 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 discretionary portfolio management using model portfolios and combines fundamental and technical analysis with various sub-advisory and customization tools.

Kyle Schliefer is a financial advisor at CWM, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Cetera Wealth Services, LLC since 2022. Outside of finance, Kyle has worked professionally as an actor in theatre, movies, and television since 2001. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and integrates fundamental and technical analysis with third-party sub-advisors and customization tools.

Eugene Daniller is an investment advisory representative with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cetera Wealth Services, Equity Planning Inc, and Carson Wealth Management Group since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. 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 through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, while offering a range of retirement plan services and institutional solutions.