Grace Ferris is a financial advisor at CWM, LLC and holds a Series 65 designation. She began her career in the industry in 2022 at Carson Wealth Nevada MO and joined CWM, LLC in 2025. Prior to her advisory roles, she worked at Nevada Insurance Agency and Great Southern Bank, and she has completed multiple years of study before entering the financial sector. 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 partner offices and advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, with a particular emphasis on retirement plan and institutional services.

Ross Lawrence is a financial advisor with CWM, LLC in Nevada, Missouri, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at firms including LPL Financial and has been associated with CWM, LLC since 2017. Outside of his advisory role, he serves as membership chair for Rotary International and is involved with local nonprofit organizations such as United Way of Vernon County and the Nevada/Vernon County Chamber of Commerce. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm provides portfolio management, financial planning, retirement plan services, and sub-advisory solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.