Steven Henningson is a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and 41 years of industry experience. He has held positions at firms including Cetera, Creative Planning Institutional Advisors, and Citigroup Global Markets. Outside of his advisory work, he serves on the advisory board of a community church focused on recovery ministries and is involved with the Ronald Reagan Presidential Foundation & Library. Carson Wealth is an enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios and providing tailored solutions that integrate custodial and technology partnerships.

Spencer Johnston is a financial advisor at Carson Wealth with five years of industry experience. He holds Series 66 and Series 63 licenses and has held roles at firms including Thrivent Financial and Ameriprise Financial Services. Johnston’s prior work includes a 15-year tenure at EWI Worldwide. Carson Wealth operates an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by an Investment Committee that manages model portfolios and provides tailored solutions including custom indexing and alternative investments.

Jonathan Schaeffer is an investment advisory representative at Carson Wealth with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Cetera Wealth Services, Merrill, and J.P. Morgan Securities. Schaeffer also serves as a client services associate at Applied Financial Planning, assisting representatives and clients with operations. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach driven by an Investment Committee and providing access to alternative investments and third-party sub-advisors.

Cody Mutz is a financial advisor at Carson Wealth with a Series 65 credential and one year of industry experience. Prior to joining Carson Wealth, he held positions at Uber Eats and Luxottica and has an educational background including time at Cal Poly State University, Saddleback College, and Tesoro High School. CWM, LLC is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and offering tailored solutions such as custom indexing and alternative investments.