Andrew Jordan is a CFP® professional with eight years of industry experience. He is affiliated with CWM, LLC and has prior experience at Cetera Wealth Services, LLC and Allgood Financial Advisory. Jordan is also involved in selling fixed insurance products and provides client referrals for app-based banking services. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Carlas Allgood is an investment advisor at CWM, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LPL Financial, and operates Allgood Financial Advisory. He is also an insurance agent specializing in life, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services using model portfolios overseen by an internal Investment Committee and combines fundamental and technical analysis with third-party sub-advisors and customization tools.