Sonu Varghese is a financial advisor with CWM, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has worked at Carson Group Investing and Convex Capital Management LLC, and serves as an adjunct professor of mathematics at Harold Washington College. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of analytical tools and sub-advisors.

Chloe Copple is a financial advisor with CWM, LLC holding a Series 65 designation and four years of industry experience. Her work history includes multiple roles at Barrington Wealth Management and FreeCap Financial. She also has experience with the Mann Deshi Foundation and Georgetown University. 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 offers a range of services including portfolio management, financial planning, and specialized retirement plan options.