Jeffrey Fattig is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Carson Wealth. His prior experience includes roles at Cetera Advisor Networks LLC and LPL Financial. In addition to his advisory work, he is licensed as an insurance agent, selling life, disability, annuities, and long-term care insurance products. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies guided by an Investment Committee and supported by a range of customized solutions and third-party partnerships.

Richard Robie is a Series 63–licensed financial advisor with over 41 years of industry experience. He is affiliated with Carson Wealth and has previously worked at firms including Cetera Advisor Networks LLC and LPL Financial. Outside of his advisory role, Robie serves as president of the Rotary E-Club of Houston and is vice president of membership for the Brazosport Toastmasters Club. He is associated with CWM, LLC, an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios constructed by an Investment Committee and providing tailored investment solutions.