Ryan Wittman is a financial advisor with CWM, LLC and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has worked with firms including Carson Wealth, True North Financial, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. Outside of his advisory role, he is the owner of Motivational Tubing LLC, a company involved in race car chassis and CNC part machining, and serves on the board of directors for Billings Walk to Emmaus, a Christian leadership development organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing discretionary account management with model portfolios overseen by an in-house Investment Committee and utilizing various analytical and customization tools.

Lee Forshee is a CFP® with 17 years of industry experience, currently affiliated with CWM, LLC. His prior experience includes roles at Carson Wealth and Ameriprise Financial Services. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with various sub-advisory and customization tools, emphasizing fiduciary oversight and comprehensive retirement plan services.