Evan Welch is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently affiliated with CWM, LLC and has worked previously at Bloom Wealth Advisors and Varra Financial Associates. Outside of finance, he spent time at Trek Bicycle Corps. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing discretionary models overseen by an in-house Investment Committee and incorporating both fundamental and technical analysis.

Amy Noel is a CFP® with 30 years of industry experience currently serving as a financial advisor at CWM, LLC. Her career includes prior roles at Cetera Advisor Networks, Bloom Wealth Advisors, and LPL Financial. Outside of her advisory work, she serves as president of a local owners association. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs a discretionary investment approach combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular emphasis on retirement plan services and fiduciary processes.

Alana Macy is a CFP®-certified financial advisor with 11 years of industry experience, currently serving clients at CWM, LLC. Her prior roles include positions at Cetera Advisor Networks, Bloom Wealth Advisors, Amy Noel, Inc., LPL Financial, and Fidelity Brokerage Services. She is an associate board member of Reach Out and Read Colorado, a nonprofit focused on promoting pediatric literacy through community fundraising events. CWM, LLC is an SEC-registered adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages discretionary accounts using model portfolios governed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.