Joel Larsen is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Carson Wealth and has prior experience at CWM, LLC, Navion Financial Advisors, LPL Financial, and Wells Fargo Clearing. Outside of advisory work, Larsen teaches personal financial management classes and serves as a board member for the Yolo County Airport Advisory Committee. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios alongside tailored solutions and integrated technology relationships.

Steven Anderson is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Carson Wealth and has previously worked with CWM, LLC, Navion Financial Advisors, LPL Financial, and Mass Mutual Investors Services. Anderson serves as president of a family foundation and holds board positions with the Inclusive Arts Alliance and the Chautauqua Dance Circle. CWM, LLC is an SEC-registered investment adviser that operates an enterprise platform overseeing approximately $50.6 billion through a network of partner offices and over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored investment solutions supported by integrated custodial and technology relationships.