Ryan Roloff is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with CWM, LLC and has held roles at firms including Commonwealth Financial Network, CETERA Advisor Networks LLC, and Girard Securities, Inc. Roloff also serves as president of two non-investment businesses, Roloff Tax Services and Roloff Insurance Services, focusing on tax consulting and fixed insurance sales. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm employs a discretionary management approach utilizing model portfolios overseen by an in-house Investment Committee, blending fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Tyler Vogele is a financial advisor at CWM, LLC with 19 years of industry experience. He holds a Series 66 designation and has held roles at Carson Wealth, Purshe Kaplan Sterling Investments, True North Financial, Ameriprise Financial Services, and Merrill. 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 discretionary portfolios using model portfolios overseen by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.