Keith Blythe is a financial advisor with CWM, LLC in Decatur, Indiana, holding Series 63 and Series 66 licenses and with 19 years of industry experience. His prior roles include positions at Cetera Wealth Services, OLD NATIONAL BANK, LPL Financial, and SSN Advisory. He is also involved in providing brokerage and advisory services through Bixler Financial and sells fixed insurance products. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing retirement plan services and operational transparency.

Jaime Gerber is a financial advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Wealth Services, FM Investments, and Raymond James Financial Services, among other firms. Outside of advisory services, he is involved in the sale of fixed insurance products and provides customer service for auto and home insurance through Bixler Insurance. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions, offering portfolio management, financial planning, and retirement plan services. The firm employs a discretionary investment approach guided by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.