Jonah Bies is a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Fortis Financial Partners and Waymaker Wealth Advisors. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC operates as an SEC-registered enterprise platform managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios with both fundamental and technical approaches.

Drew Schaefer is a financial advisor with Carson Wealth holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Fortis Financial Partners, Waymaker Wealth Advisors, Financial Management, Inc., and LPL Financial, among others. Schaefer has managed multiple financial services entities, including CWM, LLC DBA Waymaker Wealth Advisors. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors overseeing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios guided by an Investment Committee and providing access to custom indexing, alternative investments, and third-party sub-advisors.