Joshua Yost is a financial advisor with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms including OneDigital Investment Advisors and LPL Financial. Outside of advising, he is a partner in a tax services business and holds the role of insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios using discretionary model strategies supported by an in-house Investment Committee and offers a range of services including retirement-plan management and sub-advisory solutions.

Michael Gruidel is a financial advisor with CWM, LLC based in Omaha, NE. He holds the CFP® designation and has nine years of industry experience, including roles at Cetera Wealth Services, TD Ameritrade, and Mutual of Omaha. Prior to his advisory career, he worked at Clancy's Pub & Grill. 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 provides portfolio management, financial planning, and retirement-plan services, utilizing model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Justin Schultes is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Cetera, LPL Financial, and Cambridge Investment Research. He serves on the building committee for Xavier Catholic Schools and is a board member of Matthew 25, a nonprofit focused on community health through housing, food, and education initiatives. CWM, LLC is an SEC-registered investment adviser with over 600 advisors that serves individuals, families, foundations, corporations, and institutional clients. The firm employs discretionary account management using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong emphasis on retirement plan services and fiduciary processes.

Grant Dorhout is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 license and nine years of industry experience. Prior to joining CWM in 2022, he worked at AlphaStar Capital Management, LLC from 2017 to 2022 and has operated Dorhout Retirement Services since 2006. He is also an independent insurance agent, selling various insurance products and services. 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 accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee and provides a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jason Comes is a financial advisor at CWM, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial, Carson Wealth, and Cetera Advisor Networks. Outside of advising, he is also licensed as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios alongside fundamental and technical analysis, third-party sub-advisors, and customized tools, with a significant focus on retirement plans and institutional services.

Gavin Baker is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Carson Wealth and Carson Group prior to his current role. His background also includes experience at Quality Consulting Solutions and time spent at the College of Charleston. 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, retirement plan services, and uses discretionary model portfolios supported by an in-house Investment Committee and various customization tools.

Ryan Hadash is a CFP®-credentialed financial advisor with CWM, LLC in Omaha, NE, with three years of industry experience. His work history includes roles at Cetera Wealth Services and Armstrong Purselley Wealth Management Group LLC. 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 overseen by an internal Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors.

Stephen Whiteman is a financial professional with CWM, LLC, holding a Series 66 credential and eight years of industry experience. His career includes positions at Securities America Inc and OSAIC prior to joining CWM, where he supports compliance and conducts branch office exams. 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 accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analyses with third-party sub-advisors and customization tools.

James Shanks is a financial advisor with CWM, LLC holding a Series 65 designation and three years of industry experience. Prior to his advisory role, he worked for 25 years at Blue Cross and Blue Shield of Alabama. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on fiduciary processes and retirement plan services.

Timothy Fowler is a financial advisor at CWM, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley, E*TRADE, J.P. Morgan Securities, and TD Ameritrade. At CWM, he serves as a Private Client Portfolio Manager, working with high-net-worth clients. 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 offers portfolio management, financial planning, and retirement-plan services, employing discretionary model portfolios governed by an in-house Investment Committee and leveraging a combination of fundamental and technical analysis along with third-party sub-advisors.

Leslie Schroeder is a financial advisor at CWM, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and LPL Financial. Outside of her advisory role, she has served as a notary public and provides bookkeeping services for a small family-owned lawn service business. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios typically on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning, retirement, and sub-advisory services.

Russell Nieland is a CFP® professional with 29 years of industry experience, currently affiliated with CWM, LLC. His career includes roles at Carson Wealth, Galt Wealth Partners, and Cetera. Outside of his advisory work, he serves as president of TN Weber Nieland LLC and RG Nieland Enterprises, Inc., and holds leadership roles in several community organizations, including serving as president of a homeowners association and as a board member of another. CWM, LLC is an SEC-registered investment adviser supporting a diverse client base that includes individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios governed by an in-house investment committee and integrates a variety of analytical approaches, sub-advisors, and customization tools.

David Guenthner is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Carson Wealth, True North Financial, D.A. Davidson & Co., and UBS Financial Services. Outside of his advisory work, he serves on the board of the Fellowship of Christian Athletes and is a keynote speaker focusing on military experience and team performance. He also holds a strategic planning role with the MT Air National Guard. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions 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 customized tools.

Douglas Peterson Jr. is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Carson Wealth, Keystone Financial Services, Private Client Services, and Cetera Advisor Networks. Outside of his advisory work, he is involved as a board member of Keep Nebraska Beautiful and Breakthrough Type1, hosts the Business Ethics Alliance podcast, and owns PopLily LLC, a holistic wellness coaching program and yoga studio. 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 and combines fundamental and technical analysis with third-party sub-advisors and customization tools. It also offers a range of retirement plan services and emphasizes fiduciary processes, operational transparency, and a variety of platform partnerships.

Blake Anderson is a CFA® charterholder with one year of industry experience. He is currently an advisor at CWM, LLC and has previously worked with Carson Group and Carson Group Investing. Before entering the financial advisory field, he was employed at Creighton University for four years. 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 accounts on a discretionary basis 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.

Nicole George is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. She has previously worked at Oakeson Steiner Wealth & Retirement, OneDigital Investment Advisors, Great Western Bank, and Central Community College. 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 offers portfolio management, financial planning, and retirement-plan services, employing model portfolios overseen by an in-house Investment Committee and combining various analytical and customization tools.

Jeffrey Brown Jr. is a financial advisor with CWM, LLC and holds a Series 66 designation. He has five years of industry experience, including prior roles at Thrivent Financial and Novozymes. Outside of advising, he works part-time as a packer for Amazon. 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 primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement plan solutions.

Samuel Clinch is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and beginning his advisory career in 2024. His prior work includes roles at Cetera Wealth Services, Trius Federal Credit Union, and teaching positions at the University of Nebraska-Kearney and Kearney Catholic High School. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.

Jaymon Meikle is a financial advisor at CWM, LLC with 13 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 66 licenses. His prior roles include positions at Gertsema Wealth, Cetera Advisor Networks LLC, and USAA-affiliated companies. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and integrates both fundamental and technical analysis along with third-party sub-advisors and customization tools.

Ray Slaughter is a financial advisor with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes roles at Cetera Wealth Services, LLC and TD Waterhouse Investor Services, Inc., with overlapping experience at Ameritrade, Inc. He also serves as a compliance analyst with CWM’s Carson Group Partners division. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages discretionary accounts using model portfolios overseen by an internal Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customized tools to support portfolio management and retirement plan services.