Paris Proctor is a financial advisor with CWM, LLC, holding a Series 66 designation and two years of industry experience. Their prior roles include positions at Carson Wealth and Raymond James Financial. Outside of advising, Proctor has experience in nonprofit work and various entrepreneurial ventures, including involvement with Goodie Nation 501c3 and small business ventures in the food and cleaning service sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management and a range of retirement-plan services, typically managing accounts on a discretionary basis using model portfolios supported by an in-house Investment Committee and a combination of analytical tools and third-party resources.

Dawn Morley is a financial advisor at CWM, LLC with 21 years of industry experience. She holds a Series 65 designation and has worked at Axia Advisory Corp for 13 years before joining CWM, LLC and Carson Wealth in 2025. 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 management with model portfolios overseen by an in-house Investment Committee.

Amelia West is a CFP® with 21 years of industry experience, currently serving at CWM, LLC. Her career includes roles at Carson Wealth, Total Wealth Planning, Howell Financial Advisors, and Goldstein Group Financial Advisors. Outside of her advisory work, she volunteers as an administrator and treasurer for Saint Ambrose Academy. CWM, LLC is an SEC-registered adviser that serves 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, and retirement-plan services utilizing discretionary management and a combination of fundamental and technical analysis alongside third-party sub-advisors.