Kenneth Grant is a financial advisor with CWM, LLC based in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Cetera Wealth Services, LPL Financial, and is the owner of Waterstone Private Wealth Management. Outside of advisory roles, he serves as CEO of Character Coin, LLC, a charitable organization that donates coins to schools and community groups, and manages Faith Ranch, LLC, where he works as a hunting guide and outfitter. 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 using a discretionary, model-portfolio approach supported by an in-house Investment Committee.

Melanie Hasty Grant is a financial advisor with CWM, LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Cetera Wealth Services, Waterstone Private Wealth Management, and LPL Financial. Outside of her advisory work, she is CEO and president of Character Coin, LLC, a charitable organization that distributes coins to schools and community groups. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios combined with fundamental and technical analysis and third-party sub-advisors.

Triston Hasty Grant is a CFP® certificant and financial advisor with CWM, LLC, based in Owasso, Oklahoma, with five years of industry experience. He has worked with Cetera Wealth Services and Farmers Insurance and holds leadership roles including president of Global Wealth Management, dba Waterstone Private Wealth Management. Grant serves as a board member of the Owasso Education Foundation, a nonprofit supporting public schools. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through over 600 advisors. The firm offers discretionary portfolio management and a range of financial planning and retirement services, utilizing model portfolios, third-party sub-advisors, and customization tools.