Jason Juhl is a financial advisor with CWM, LLC, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Carson Wealth, Cetera Advisor Networks, and U.S. Bancorp Investments. Outside of advising, he serves on the board of the Orchard Place Foundation, a mental health organization for children, and is involved as a lecturer and advisory board member for the Income Lab. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using model portfolios overseen by an in-house Investment Committee and combining fundamental and technical analysis with third-party resources and customization tools.

Matthew Mcaleer is a financial advisor at CWM, LLC with a Series 65 designation and one year of industry experience. Prior to joining CWM, he worked at KPMG for six years. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts using model portfolios governed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Rebecca Albers is a CFP® with 15 years of industry experience. She currently works at CWM, LLC and previously held positions at Wells Fargo Advisors and Cetera Advisor Networks. Outside of her advisory role, she serves on the Finance Advisory Council at the University of Northern Iowa and participates in local parish and community organizations, including her parish council and city parks and recreation board. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines various analytical and sub-advisory resources alongside custom investment tools and retirement-plan services.

Matthew Friedrichsen is a financial advisor with CWM, LLC and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including positions at Carson Group, Cetera Advisor Networks, and Wells Fargo Advisors. In addition to his advisory work, he sells life insurance, annuities, and long-term care products as a licensed insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement plan solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Matthew Pearson is a financial advisor with CWM, LLC, holding a Series 66 credential and 22 years of industry experience. He has worked at firms including Wells Fargo Advisors and Cetera Advisor Networks. Outside of advising, he is an insurance agent selling life, annuities, and long-term care products and is also commissioned as a notary. 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 portfolios primarily on a discretionary basis using model portfolios and offers services including financial planning, retirement plan management, and sub-advisory solutions.

Stephanie Forinash is a financial advisor with CWM, LLC, holding a Series 66 designation and 12 years of industry experience. She has worked at firms including Ameriprise Financial Services and Carson Wealth. In addition to her advisory role, she 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 more than 600 advisors. The firm manages accounts using discretionary model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.