Joshua Potts is a financial advisor with CWM, LLC and holds a Series 65 designation. He began his advisory career in 2026 and previously worked at Carson Wealth. His background includes time in education and roles outside the financial industry. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Landon De Coursey is a CFP® professional with one year of industry experience, currently with CWM, LLC and Carson Wealth. His prior work includes roles in insurance and construction, as well as affiliation with Brigham Young University. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary management using model portfolios and combines various analytical approaches and third-party resources, with a focus on retirement plan services and fiduciary processes.

Thomas Hall is a CFP® and ChFC® with 33 years of industry experience, currently serving as an advisor at CWM, LLC. His prior roles include positions at Carson Wealth, Cetera Wealth Services, Signal Wealth, and Securities America, among others. Outside of advising, he is the founder and president of a software application company, Advisor Metrix LLC, and holds several leadership roles including board member of the Entrepreneurs' Organization Utah chapter and treasurer for a nonprofit organization, Sentience Retreats. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm employs a discretionary management approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory services, and retirement plan solutions.

Larry Macfarlane is a financial advisor at CWM, LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Carson Wealth, Cetera Wealth Services, and Fidelity Investments. Outside of his advisory role, he is also licensed as an insurance agent, selling fixed insurance products. 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 accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Matthew Johnson is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Carson Wealth, Signal Wealth Advisors, and Thom K Hall Financial Group. In addition to his advisory role, he is an insurance agent selling life, health, disability, annuities, and long-term care products. 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 typically manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.