Justus Novak is a financial advisor with Carson Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Silverhawk Private Wealth, The Vanguard Group, and Northwestern Mutual, among other firms. CWM, LLC operates an enterprise platform overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and offers tailored investment solutions.

Pascal Kropf is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with Carson Wealth. His prior work includes roles at Silverhawk Private Wealth, The Vanguard Group, Morgan Stanley, and Wells Fargo. He also owns two businesses, Modern Marquee Society, LLC and Clear Notarization LLC, which provide non-investment-related services. CWM, LLC, part of the Carson Wealth network, manages approximately $50.6 billion through over 650 advisors and offers discretionary asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental and technical analysis, with tailored portfolio solutions and integration of custodial and technology platforms.

Joseph Laux III is a CFP® with 15 years of experience, currently serving as a financial advisor at Carson Wealth. His prior work includes roles at Silverhawk Private Wealth, CWM, LLC, SAE-PA, LLC, and Silverhawk Asset Management, LLC. Additionally, he is the owner of Kaizen Solutions, LLC, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, annuity sub-account management, sub-advisory relationships, and retirement plan services, employing an Investment Committee to construct and monitor model portfolios with both fundamental and technical inputs.

Bryan Webb is a CFP® and Series 65-licensed advisor with two years of industry experience. He is currently affiliated with Carson Wealth and previously worked at Silverhawk Private Wealth and Grand Canyon University. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

Shanna Templeton is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has spent significant time with Silverhawk Private Wealth and related entities, where she has also managed operations and compliance. Carson Wealth operates an enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers a broad range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that develops and monitors model portfolios using both fundamental and technical analysis.

Ryan Thompson is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with Carson Wealth and has held prior roles at Silverhawk Private Wealth, Edward Jones, and John Hancock. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor portfolios utilizing fundamental and technical inputs.

Brendan Moore is a financial advisor at Carson Wealth with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates, Morgan Stanley, and Northwestern Mutual. He is based in Scottsdale, AZ. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to manage model portfolios and providing tailored solutions such as custom indexing and alternative investments.

Jeremy Cheatham is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Silverhawk Private Wealth, Transcend, and the National Bank of Arizona. Outside of his advisory work, he is involved as a silent partner in Cheatham Connection Group, LLC. CWM, LLC operates an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, retirement plan services, and customized investment solutions supported by an Investment Committee and integrated technology relationships.

Zachary Green is a financial advisor at Carson Wealth with 12 years of industry experience. He holds the Series 66 designation and has held roles at Silverhawk Private Wealth, Silverhawk Asset Management, LPL Financial, and OneAZ Credit Union. Outside of advisory work, he is also an insurance agent with Silverhawk Insurance Services. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, relying on an Investment Committee to construct and monitor model portfolios while offering tailored solutions such as custom indexing and alternative investments.

Rhiana Whitmire is a financial advisor at Carson Wealth with 10 years of industry experience and holds a Series 66 credential. Her prior work includes roles at Silverhawk Private Wealth, OneAZ Credit Union, and Desert Financial Credit Union. She is the owner of BrightMint, a financial literacy education business offering tools and guidance for parents to teach financial skills to their families. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach supported by an Investment Committee and a range of tailored investment solutions.

Davis Levy is a financial advisor at Carson Wealth with Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank and The Vanguard Group. He is Regional Vice President of Delta Sigma Pi, a professional business fraternity. 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 with discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a range of tailored portfolio solutions.