Ashli Collins is a financial advisor at CWM, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Carson Wealth, DMK Advisor Group, Aveo Capital Partners, Charles Schwab Bank, Charles Schwab & Co., Inc., and Nexenta Systems Inc. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jonathan Adams is a Series 65 licensed financial advisor at CWM, LLC with two years of industry experience. His prior roles include positions at Carson Wealth, Aveo Capital, and Jack Clancy and Associates, as well as a lengthy tenure with South Metro Fire Rescue. 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, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

John Dalton is a CFP® and CFA® professional with 22 years of experience in financial advising. He has worked at Provident Capital Management, Inc. since 1993 and held positions at Aveo Capital Partners and Carson Wealth before joining CWM, LLC. Outside of his advisory work, he provides tax return preparation services as a CPA for 5 to 10 hours monthly, separate from trading hours. 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, sub-advisory services, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Michael Beermann is a financial advisor at CWM, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Axcent Private Capital, Aveo Capital Partners, and DMK Advisors. His career spans multiple roles in wealth management leading up to his current position. 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, sub-advisory, and retirement-plan services, employing model portfolios overseen by an in-house Investment Committee and integrating both fundamental and technical analysis.

Keys Tinney is a CFP® with 27 years of industry experience. He is currently with CWM, LLC and Carson Wealth, and has previously worked at Blue Sky Asset Management, Stephen A. Kohn & Associates, and Aveo Capital Partners. 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 manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plans, institutional services, and transparent conflict disclosures.

Brian Rorick is a CFP® professional with 24 years of industry experience, currently serving at CWM, LLC. He has previously worked at Axcent Private Capital, Aveo Capital Partners, DMK Advisor Group, and Stephen A. Kohn & Associates. Outside of his advisory role, he is CEO of Organic Vines, LLC, an agricultural business, and a board member of Chesterton Academy of Our Lady of Victory, a charitable organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary model portfolios and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Adam Dandis is a CFP® and Series 63 licensed advisor with two years of industry experience. He is currently affiliated with CWM, LLC and Carson Wealth. His prior experience includes roles at DMK Advisor Group Inc, Aveo Capital Partners, Fidelity Investments, and other firms across financial services and retail sectors. 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 discretionary portfolio management utilizing model portfolios overseen by an in-house Investment Committee, and provides financial planning, sub-advisory services, and retirement-plan solutions.

Dana Bath is a financial advisor at CWM, LLC with 18 years of industry experience. She previously worked at Aveo Capital Partners, LLC from 2013 to 2025 and joined CWM, LLC and Carson Wealth in 2025. She holds a Series 65 designation. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers services such as portfolio management, financial planning, and retirement-plan solutions.

Marsha Nuttall is a financial advisor at CWM, LLC with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Carson Wealth, DMK Advisor Group, Inc., and Aveo Capital Partners, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through more than 600 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.

Patrick Henderson is a financial advisor at CWM, LLC with 25 years of industry experience. He holds a Series 66 designation and has held prior roles at Aveo Capital Partners and DMK Advisors. Henderson is also a partner and sole member of several private wealth and investment entities based in Englewood, Colorado. 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 a discretionary management approach using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Robert Douglas is a financial advisor at CWM, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Aveo Capital Partners, LLC and Stephen A. Kohn & Associates, Ltd. Outside of advisory roles, he is a shareholder in Colorcom, Limited Partnership and a referral agent for Sage Benefits Group, a health insurance firm. 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 manages portfolios on a discretionary basis using model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.