David Abbs is a CFP® with 44 years of industry experience, currently serving as a financial professional at Carson Wealth. His prior experience includes positions at LPL Financial, Cetera Wealth Services, LLC, and KFA Partners, LLC. Abbs is involved in community service as a board member of the 100 Club of Saginaw County and holds leadership roles on several nonprofit boards, including serving as secretary of the Foundation Board of Saginaw Valley State University and treasurer of the Kochville Township Downtown Development Community. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing committee-driven model portfolios and tailored investment solutions that include alternative investments and third-party sub-advisors.

Carly Wieland is a CFP® and ChFC® operating with Carson Wealth and CWM, LLC, holding two years of industry experience. Her prior roles include positions at Abbs Retirement Planning Advisors, Nexteer Automotive, Saginaw Valley State University, and Dow Chemical. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, delivering discretionary asset management and financial planning with model portfolios overseen by an Investment Committee using both fundamental and technical analysis.