Mark Bain is a financial advisor with CWM, LLC and Bain Wealth Management, LLC, holding the ChFC® designation alongside Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked at firms including Cetera Advisor Networks and Purshe Kaplan Sterling Investments. Outside of advising, he is an insurance agent specializing in fixed insurance products such as annuities and long-term care. 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 emphasizes discretionary portfolio management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and maintains a focus on retirement plan and institutional services.

Denise Talbert is a financial advisor at CWM, LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Bain Wealth Management, Cetera Advisor Networks, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as a board member and treasurer for American Heritage Girls Troop 1531 and holds board positions with the Willamette Valley Estate Planning Council and the finance council of St. Joseph Catholic Church. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an in-house Investment Committee and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to deliver its investment solutions.

Jared Oliver is a financial advisor at CWM, LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining CWM, he worked at AgWest Farm Credit for five years and has held positions at Bain Wealth Management, Starbucks, and other organizations. He serves as a board member for Hope Station Community Services, Inc., a nonprofit organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using discretionary model portfolios and incorporating fundamental and technical analysis alongside third-party sub-advisors.

Kayla Oliver is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at CWM, LLC and has previously been associated with Bain Wealth Management and the Washington Small Business Development Center. 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 with third-party sub-advisors, offering a range of portfolio management, financial planning, and retirement-plan services.