Jamie Yeisley is a CFP® with 11 years of industry experience, currently serving as a financial advisor at CWM, LLC. She has worked with firms including Carson Wealth, Cetera Advisor Networks, Cambridge Investment Research, and Broker Dealer Financial Services Corp. Outside of advisory work, Yeisley owns an office cleaning business and provides notary services. 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, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Jon Read is a financial advisor with CWM, LLC based in Cedar Rapids, IA, holding CFP® and ChFC® designations with 14 years of industry experience. His prior work includes roles at TIAA-CREF, Waddell & Reed, and Cetera. He serves as a board member of the Washington County Riverboat Foundation and is secretary of his local homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management using model portfolios overseen by an in-house Investment Committee alongside third-party sub-advisors and customization tools.

Matthew Hinz is a financial advisor at CWM, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Northwestern Mutual Wealth Management Company and Cetera, among others. Outside of advising, he also serves as a notary in Cedar Rapids, IA. 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 manages portfolios on a discretionary basis using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Amber Koutny is a financial advisor with CWM, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Cetera Advisor Networks and Carson Wealth and spent over two decades at Linn Area Credit Union. Outside of her advisory role, she is employed as a client relationship associate with Galt Wealth Partners. 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 provides portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios and a blend of fundamental and technical analysis.