Marlon Scott is a financial advisor at CWM, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Standard Financial, LPL Financial, and Ameriprise Financial Services. Outside of his advisory role, he serves as President of the UNT Alumni Association and Vice President of the INROADS Houston Alumni Association. 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 offers portfolio management, financial planning, sub-advisory, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Paul Boudwin is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Wealth Standard Financial, LPL Financial, Cetera Investment Services, and Regions Bank. Outside of advising, he is the owner and CEO of an apparel business, Unlike Regular People. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios guided by an in-house Investment Committee and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Brian Butler is a financial advisor at CWM, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at CWM since 2022, following prior roles at Wealth Standard Financial and LPL Financial. Outside of his advisory work, he serves as president and certified life coach at Boundless Mind Institute and is a board member of CHIP (Changing How Individuals Prosper). CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs model portfolios overseen by an in-house Investment Committee and offers various services such as portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Curtis Wiley is a financial advisor at CWM, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Financial, Amegy Bank/Zion Bank, and Allstate Financial. Outside of his advisory work, Curtis plays guitar as a musician for Living Word Fellowship Church. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement plan services, employing a discretionary approach with model portfolios supported by an in-house Investment Committee and various customization tools.