John Mcewan is a CFP® with 46 years of industry experience and is currently affiliated with CWM, LLC. His career includes prior roles at LPL Financial, Cetera Wealth Services, and Granite Wealth Strategies. He also works as an insurance agent, selling life, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management with model portfolios overseen by an in-house Investment Committee and offers a range of financial planning and retirement-plan services.

Eric Mcewan is a financial advisor with CWM, LLC in Vancouver, WA, holding a Series 66 designation and 19 years of industry experience. He has worked at Cetera Wealth Services, LLC, Granite Wealth Strategies, and Linsco Private Ledger. Outside of advising, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. 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 on a discretionary basis using model portfolios and incorporates fundamental and technical analysis, third-party sub-advisors, and customization tools while offering a range of retirement plan services and fiduciary processes.