Brent Pine is a CFP® professional with 38 years of industry experience, currently serving with CWM, LLC. His prior roles include positions at Carson Wealth, Geneos Wealth Management, and Integrated Wealth Management. He also operates a fixed insurance business, selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs discretionary portfolio management using model portfolios, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Solomon Berry is an investment advisory representative with CWM, LLC based in Omaha, NE, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Fidelity Brokerage Services LLC and has been with CWM, LLC and its affiliate Cetera Wealth Services since 2018. Outside of his advisory role, he also works as a clothing specialist at Scheels All Sports. 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 provides portfolio management, financial planning, sub-advisory, and retirement plan services, using discretionary management with model portfolios overseen by an in-house Investment Committee.

Russell Nieland is a CFP® with 14 years of industry experience, currently affiliated with CWM, LLC in Omaha, NE. He has previously worked at firms including Carson Wealth, Cetera Advisor Networks, and TD Ameritrade. In addition to his advisory role, he is licensed to sell fixed insurance products such as life, 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 network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary management with model portfolios overseen by an in-house Investment Committee and integrating various analytical and customization tools.

Alexandria Ulrich is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Carson Group and Cetera Wealth Services. Outside of advisory work, she provides compliance support related to advertising review for Carson Group Holdings, LLC. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a large network of advisors. The firm employs discretionary management with model portfolios overseen by an in-house Investment Committee and emphasizes fiduciary processes, retirement plan services, and platform relationships.

Ryan Detrick is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at LPL Financial, LLC for six years before joining CWM and Carson Group in 2022. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of over 600 advisors. The firm employs a discretionary management approach using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, supported by a range of retirement plan and institutional services.

Benjamin Palma is a financial advisor with CWM, LLC, holding a Series 66 designation and over 20 years of industry experience. He previously worked at TD Ameritrade, Charles Schwab, and Cetera Wealth Services before joining CWM. Palma serves as a Regional Supervision Manager, overseeing advisors’ daily operations. 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 employs model portfolios managed by an in-house Investment Committee and offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions.

Kate Rehberg is a CFP® professional with one year of industry experience, currently serving at CWM, LLC in Omaha, NE. Prior to joining CWM, she spent time at Carson Wealth and Carson Group, and has a background that includes roles at Indiana University and Millard North High School. Outside of finance, she works as a pitching instructor with Elkhorn Training Camp, LLC. 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 accounts using discretionary model portfolios and integrates fundamental and technical analysis alongside third-party sub-advisors, emphasizing retirement-plan services and a variety of investment customization tools.

Tad Singer is a financial advisor at CWM, LLC with 29 years of industry experience. He previously worked at WealthPLAN Partners, LLC, Allen Capital Group, and D.A. Davidson & Co. Outside of his advisory role, Singer serves as a board member of the International Wine and Food Society and is involved with the Creighton University Medical Center community board. He is also an owner of Vertex Health Systems, a men's and women's health clinic. 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 discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Ryan Johnson is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 65 designation and three years of industry experience. His background includes roles at Carson Wealth and the Carson Group, as well as work outside the financial sector at Pitch Pizzeria. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and incorporates multiple investment strategies, third-party sub-advisors, and customization tools, with a notable emphasis on retirement plan and institutional services.

Thomas Fridrich is a financial advisor at CWM, LLC with 20 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining CWM in 2022, he worked at Mutual of Omaha Investor Services and United/Mutual of Omaha for eight years. He serves on the Board of Directors for the Society of Financial Service Professionals in a voluntary capacity. 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 analysis, third-party sub-advisors, and customization tools to provide portfolio management and retirement-plan services.

Randy Harrison is a Chartered Financial Consultant (ChFC®) with 12 years of industry experience. He has been with CWM, LLC since 2013. Outside of his advisory role, he owns and operates a family farm and a rental home business. 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.

Matthew Jones is a financial advisor at CWM, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Cambridge Investment Research and Securities America. Outside of advisory work, he has experience as an independent contractor delivering for app-based companies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, institutions, and corporations through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, utilizing discretionary model portfolios overseen by an internal Investment Committee and a combination of fundamental and technical analysis.

Grant Engelbart is a CFA® credentialed financial advisor with 15 years of industry experience. He is currently with CWM, LLC in Omaha, NE, having previously worked at Brinker Capital and Orion Portfolio Solutions. Engelbart also holds a Series 65 license. 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 a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and offers comprehensive retirement-plan services alongside portfolio management and financial planning.

Joseph Clites is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and with 22 years of industry experience. His prior work includes roles at Cetera Wealth Services, Art Jetter & Company, and Pacific Life Insurance Company. 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 governed by an in-house Investment Committee and integrates fundamental and technical analysis, sub-advisors, and customizable tools.

Michael Walenz is a financial advisor at CWM, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oakeson Steiner Wealth & Retirement, OneDigital Investment Advisors, and LPL Financial. Outside of his advisory role, he oversees financial aspects of several property-related businesses. 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, with a discretionary investment approach supported by an in-house Investment Committee and various customization tools.

Scott Wood is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with CWM since 2022 and has a long tenure at Mutual Of Omaha Investor Services, Inc. and Mutual Of Omaha Fund Management Company dating back to 1989. Outside of financial services, he is the founder and coach of Vision Quest Consulting, a business consulting firm focused on strategic growth and team planning for non-financial businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, employing a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Elizabeth Schanou is a financial advisor at CWM, LLC with 13 years of industry experience. She holds a Series 65 designation and has worked at Carson Wealth Management Group since 2005. 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, sub-advisory, and retirement-plan services, utilizing model portfolios overseen by an in-house Investment Committee and combining various analytical and customization tools.

Bryan Sweet is a financial advisor at CWM, LLC with 45 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes long tenures at Raymond James Financial Services and his own firms, Sweet Financial Partners and Sweet Financial Services. Outside of advising, Sweet is involved in entrepreneurial coaching, co-hosting a conference for top producers, and serves as president of an opera endowment committee. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a large network of advisors. The firm offers portfolio management and retirement plan services using model portfolios guided by an in-house Investment Committee, combining fundamental and technical analysis with access to alternative investments and customization tools.

Mark Lookabill is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 credentials and over 27 years of industry experience. His work history includes roles at LPL Financial, LLC and Cetera Advisor Networks LLC, as well as a long tenure with Carson Wealth and CWM, LLC since 2011. 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. The firm employs discretionary management using model portfolios overseen by an Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.