Alex Jensen is a CFP® professional with four years of industry experience, currently serving as a financial advisor at CWM, LLC. Prior to joining CWM, he worked at Carson Wealth Management and spent 12 years at U.S. Bank. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary portfolio management approach that uses model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Kelsey Culjat is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining CWM, Culjat worked at D.A. Davidson & Co., Charles Schwab & Co., and TD Ameritrade. Outside of advising, Culjat owns several investment properties. 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 over 600 advisors. The firm uses discretionary model portfolios governed by an in-house Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions.

Joel Riha Aldrich is a financial advisor at CWM, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Orion Portfolio Solutions and Orion Advisor Technology for five years. Outside of his advisory roles, he has experience in the restaurant and hospitality sectors, including positions at A&G Restaurant and Omaha Country Club. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 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.

Gregg Johnson is an investment advisor representative and national sales director at CWM, LLC with 35 years of industry experience. He has worked at Cetera Wealth Services, Securities America, and CWM in various capacities since 2006. Johnson serves on the board of the Metro Omaha Red Cross and participates in their sub-committee for board member recruitment. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and financial planning, managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Shayla Kriha is a financial advisor at CWM, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at CWM since 2017. Prior to that, she was with LPL Financial and Carson Wealth. 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 portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

Mark Stritt is a financial advisor with CWM, LLC, holding a Series 65 designation and 11 years of industry experience. He has previously worked at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors. 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 model portfolios managed by an Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools to offer portfolio management, financial planning, and retirement plan services.

Andrew Penke is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Cetera Advisor Networks, Carson Wealth, TD Ameritrade, and Applied Underwriters. Outside of finance, he performs as a musician in a local musical group that occasionally plays at a coffee shop venue. 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 portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools while emphasizing fiduciary processes, centralized custody, and regular client reporting.

Matthew Arkfeld is a financial advisor at CWM, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at OSAIC, Sagepoint Financial, and Wells Fargo. 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 offers portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Alicia Baxter is a financial advisor at CWM, LLC with 12 years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at firms including Cetera Wealth Services, Next Financial Group, BancWest Investment Services, and Securities America. Outside of her advisory role, she is involved seasonally as a team member at Vala's Pumpkin Patch in Nebraska, where she contributes by baking cookies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, often managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Isaiah Jones is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Securities America, Inc. and Cetera Wealth Services, LLC. Jones also works as a business intelligence developer for CWM’s affiliated entities, focusing on developing reporting applications for business data insights. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, and institutions. The firm manages accounts primarily on a discretionary basis using model portfolios and offers comprehensive services such as portfolio management, financial planning, and retirement plan solutions through a broad network of more than 600 advisors.

Jaclyn Peal is a financial advisor at CWM, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Wealth Services, Gemini Fund Services, Northern Lights Distributors, and CLS Investments. Peal also serves as Vice President of Business Consulting for CWM’s Carson Partners. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing discretionary model portfolios governed by an in-house investment committee and supported by a range of third-party providers and customization tools.

Jamie Decarlo is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has held roles at Valorem Financial and Carson Group and has prior work experience in retail and corporate sectors including Target Corporation and Capri Holdings Limited. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios using model strategies supervised by an in-house Investment Committee and offers a range of services including financial planning, retirement plan solutions, and access to alternative investments.

Kyle Hatch is a CFP®-certified financial advisor with 20 years of industry experience, currently serving at CWM, LLC in Omaha, NE. His prior experience includes 15 years at TD Waterhouse Investor Services, Inc. Before joining CWM, he had a brief period outside the industry in 2021. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios governed by an in-house Investment Committee and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Christopher Allen is a CFP® with nine years of industry experience. He is currently with CWM, LLC and Carson Wealth and previously spent eleven years at Total Wealth Planning, LLC. Allen serves as president of the Emerging Leaders Board for the charitable organization 1N5, where he organizes meetings and leads fundraising events. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, families, foundations, endowments, corporations, and institutions. The firm uses a discretionary, model portfolio approach supported by fundamental and technical analysis, third-party sub-advisors, and various customization tools, with a focus on fiduciary retirement plan services and comprehensive client reporting.

Thomas Latchford is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he serves as a poll worker for the Douglas County Election Commission. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a large network of advisors. The firm typically manages discretionary accounts using model portfolios and a combination of fundamental and technical analysis, sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Sherry Tomasello is a financial advisor with CWM, LLC and holds a Series 66 designation. She has 16 years of industry experience and has previously worked with firms including Elk River Wealth Management, Purshe Kaplan Sterling Investments, LPL Financial, Mutual of Omaha Bank, and U.S. Bancorp Investments. She is also an Operations Associate assisting new representatives at CWM, LLC dba Carson Partners and Carson Group Holdings. 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 manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of retirement plan services and customized investment solutions.

Steven Synowicki is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 designation and 22 years of industry experience. He has held roles at Cetera Wealth Services, LLC and LPL Financial, LLC, and serves as Director of Training at Carson Wealth Management, providing resources to enhance operational efficiencies. 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 advisors. The firm manages discretionary portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan fiduciary processes and regular client reporting.

Stephanie Knapp is a financial advisor with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at Cetera Wealth Services, Securities America Advisors, and TD Ameritrade. She also serves as Director of Client Services at CWM, overseeing relationship managers and associates supporting Carson Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, utilizing discretionary management with model portfolios governed by an in-house Investment Committee and incorporating multiple investment strategies and customization tools.

Andrew Vonderfecht is a financial advisor with CWM, LLC holding a Series 65 designation. He has been in the industry since 2026 and has worked at both CWM, LLC and Oakeson Steiner. His prior experience includes roles outside of finance at Main West Equipment and Touch Above Lawns, as well as involvement with Bro Sno LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through partner offices and a large advisor network. The firm offers portfolio management, financial planning, and retirement services using model portfolios and combines fundamental and technical analysis with various customization tools.

Jessica Golson is an investment advisory representative with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. She has worked at CWM, LLC and Cetera Wealth Services, LLC since 2017 and previously at CLS Investments, LLC and Northern Lights Distributors, LLC from 2011 to 2017. 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 more than 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and combining internal research with third-party sub-advisors and alternative investment access.