Thaddeus Mcvay is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with CWM, LLC since 2020 and has prior experience at firms including Carson Wealth, Cetera Advisor Networks, and Northwestern Mutual Wealth Management Company. Mcvay is based in Cedar Rapids, IA. 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 a range of services including portfolio management, financial planning, and retirement-plan solutions, utilizing discretionary management with model portfolios alongside fundamental and technical analysis.

Wendy Nemecek is a financial advisor at CWM, LLC with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Carson Wealth, Cetera Advisor Networks LLC, TN Weber Nieland, Private Advisor Group, LLC, and LPL Financial. Outside of advising, she is a notary and owns a small office cleaning business. 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 employs model portfolios managed by an Investment Committee and offers a range of services including portfolio management, financial planning, retirement plan solutions, and sub-advisory capabilities.

Kandace Gordy is a financial advisor at CWM, LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Carson Wealth, Private Advisor Group, and LPL Financial. Outside of her advisory work, she is a commissioned notary public. 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, and a range of retirement-plan services, employing model portfolios managed by an in-house Investment Committee and utilizing tools such as Orion Custom Indexing and access to alternative investments.