Breanne Vugteveen is a financial advisor with CWM, LLC in Grand Rapids, MI, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. Her career includes roles at Kanai Wealth Management Group, Cetera Wealth Services, LLC, and LPL Financial. She serves as Michigan Board President for Bethany Christian Services, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs a discretionary, model-driven investment approach combining fundamental and technical analysis, third-party sub-advisors, and customized solutions while providing a range of portfolio management, financial planning, and retirement-plan services.

Scott Kanai is a CFP® with 35 years of industry experience and is currently affiliated with CWM, LLC in Grand Rapids, MI. His prior experience includes roles at Cetera, Cetera Wealth Services, LLC, and LPL Financial. Outside of advisory work, he serves as a director and treasurer for a condominium association. 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 advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.