Bruce Eisenhauer is a financial advisor with CWM, LLC, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has worked at CWM, LLC since 2018 and previously spent 16 years at LPL Financial. Outside of advising, he is involved in income tax preparation through Meikle Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients via a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios supported by both fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan services and fiduciary processes.

William Meikle Jr. is a CFP® with 43 years of industry experience, currently serving as an investment advisory representative at CWM, LLC. His prior experience includes roles at LPL Financial and Meikle Financial Group. Outside of advisory work, he is a board member of FUEGO, a fundraising organization encouraging donations of money, time, and resources. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios supported by fundamental and technical analysis and a range of third-party tools.