Cristina Wiebelt Smith is a Series 65 licensed financial advisor with CWM, LLC, based in Saint Joseph, Missouri. She has five years of industry experience, including eight years at CliftonLarsonAllen LLP and multiple roles at Gertsema Wealth Advisors. Outside of her advisory work, she serves as a board member for St. Joseph Catholic Academy. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Nicholas Gertsema is a financial advisor with CWM, LLC based in St. Joseph, MO, holding a Series 66 designation and 13 years of industry experience. He has worked at Gertsema Wealth Advisors and CWM, LLC since 2018 and previously at Cetera Advisor Networks LLC and Stifel Nicolaus. Gertsema serves as Advocacy Chair for the Financial Planning Association of Greater Kansas City, focusing on title protection for financial planners. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Scott Keegan is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Gertsema Wealth Advisors and the Missouri Department of Revenue. Before entering the financial industry, he was employed by Chick-fil-a for seven years. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, combining fundamental and technical analysis with third-party sub-advisors and customized investment solutions.

Andrew Spitzer Fox I is a Series 65-licensed financial advisor with CWM, LLC, based in St. Joseph, Missouri. He has one year of industry experience and has previously worked at Gertsema Wealth Advisors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes for retirement plans and offering a range of investment and administrative services.

Dalton Preston is a financial advisor at CWM, LLC with ChFC®, Series 65, and Series 63 credentials and four years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), Tewell & Associates Financial Services, and Dakota Wealth Management. Outside of his advisory work, he leases farmland to the USDA as part of the Conservation Reserve Program. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing model portfolios, fundamental and technical analysis, and various customization tools.