Steven Rose is a CFP® with 21 years of industry experience, currently serving as a financial advisor at CWM, LLC and Art of Wealth Management since 2022. His prior experience includes roles at Legacy Wealth Planning, LLC and LPL Financial, LLC. Outside of advisory work, he is involved in the sale of health, life, disability, and other insurance products through an insurance agency and operates S Rose LLC. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement-plan services and fiduciary processes.

Patrick Forderhase is a CFP® and Series 65 credentialed advisor with two years of industry experience. He is currently affiliated with CWM, LLC, and has prior experience with Carson Group, Condon Insurance Group, and roles in the golf industry. Forderhase also spent nine years in full-time education. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm provides portfolio management, financial planning, sub-advisory and retirement plan services, employing a discretionary, model portfolio approach supported by an in-house Investment Committee and various customization tools.