Abigail Funk is a financial advisor at CWM, LLC with three years of industry experience. She holds a Series 65 designation and has prior work experience at Avery Wealth, Inc. and Spring Arbor University. 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 comprehensive portfolio management and retirement-plan services, utilizing a blend of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Brent Oliver is a CFP® and holds a Series 65 license, with 12 years of industry experience. He is currently with CWM, LLC and previously worked at Avery Wealth, Inc. for over a decade. Oliver also serves as president of IBICES Wealth, LLC, an independent contractor advisory services firm. CWM, LLC is a broad-based investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, offering a range of retirement plan and institutional services.

Daniel Reese is a CFP® with 17 years of industry experience currently with CWM, LLC. He joined CWM in 2024 after 16 years at Avery Wealth, Inc. and one year at USA Financial Securities LLC. 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 discretionary portfolio management with model portfolios overseen by an in-house Investment Committee and offers a range of retirement-plan services along with fiduciary processes and client reporting.