Zachary Langan is a financial advisor with CWM, LLC, holding a Series 66 designation and bringing 12 years of industry experience. He has previously worked at Cetera Advisor Networks and LPL Financial and also serves as a financial advisor at Wise Counsel Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis through model portfolios overseen by an in-house Investment Committee.

Robert Huntley is a CFP® and ChFC® with 41 years of industry experience. He currently serves as a financial advisor at CWM, LLC and has held previous roles at Cetera Advisor Networks, LLC and LPL Financial, LLC. Huntley is also the author of the book *Retire Is a Verb*. 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 employs a discretionary investment approach using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Trent Connor is a CFP® professional with two years of industry experience. He is currently with CWM, LLC and has previously worked at Wise Counsel Wealth Management. Prior to his financial advisory roles, he spent time in education with positions at Southwestern University and Langham Creek High School. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, families, foundations, and institutional clients through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan services and operational transparency.

Richard Jackson is a financial advisor at CWM, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Charles Schwab, Park Avenue Securities, and Guardian Life Insurance Company. 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 a discretionary investment approach that combines fundamental and technical analysis, third-party sub-advisors, and customized tools.