Clark Permann is a CFP® professional with 34 years of experience in the financial services industry. He is affiliated with CWM, LLC and has held roles at Cetera Advisor Networks, Financial Management Inc., and LPL Financial. Permann also conducts insurance sales involving life, health, disability, annuities, and long-term care. 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 provides portfolio management, financial planning, and retirement plan services, utilizing model portfolios and a combination of fundamental and technical analysis.

Valen Permann is a financial advisor at CWM, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments, Financial Management, Inc., and CWM, LLC. Outside of finance, he has held positions in the powersports and retail sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using a discretionary approach with model portfolios overseen by an in-house Investment Committee.