Ronald Lee is an investment advisor at CWM, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealth Management, Inc., Cetera Wealth Services, LLC, and LPL Financial, LLC. Outside his advisory role, he serves as an ordained deacon and school board member at Our Lady of Fatima Catholic Church in Benton, Arkansas. 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 using model portfolios, combines fundamental and technical analysis with third-party sub-advisors, and offers a variety of retirement-plan services.

Caroline Rodriguez is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including Edward Jones and Cetera Wealth Services, prior to joining CWM. Outside of advisory work, she manages a vacation rental property in Hot Springs, Arkansas. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios overseen by an in-house Investment Committee.

Robert Holdford is a financial advisor with CWM, LLC based in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been involved with Cetera Wealth Services, LPL Financial, and Wealth Management, Inc., among other roles. Outside of advising, he is an author and owner of a publishing company, a musician in a pop/rock cover band, and a life coach contributing to personal development content. 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 provides portfolio management, financial planning, retirement-plan services, and sub-advisory options, utilizing model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.