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Alan H
CFP®, Series 63, Series 65
Centerville, UT
CWM, LLC
Alan Hodgson is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2024. His prior roles include positions at ARS Investment Advisors, Allegis Investment Advisors and Services, United Planners' Financial Services of America, Advanced Retirement Strategies, and Osaic FA, Inc. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm employs discretionary management using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis with sub-advisors and customization tools.
Michael G
Series 63, Series 65
Centerville, UT
CWM, LLC
Michael Gibbs is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked with several firms, including United Planners' Financial Services of America, ARS Investment Advisors, Allegis Wealth Advisors, and operates Michael J Gibbs Independent Insurance. Additionally, he serves as vice president of Corporate Benefits, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management utilizing model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools across a broad range of services.
Gabriel M
Series 63, Series 65
Centerville, UT
CWM, LLC
Gabriel Maires is a financial advisor at CWM, LLC with Series 63 and Series 65 licenses and one year of industry experience. He has worked at firms including Edelman Financial Engines, Morgan Stanley, and Cetera Advisor Networks. Outside of finance, his work history includes roles in marketing and credit union services, as well as experience with Utah Valley University and community organizations. 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 partner offices and advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.
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