Michael Gold is a CFP® with 26 years of experience in the financial advisory industry. He is currently with CWM, LLC and is also the President and CEO of Gold Family Wealth, LLC, where he leads financial planning, business development, marketing, and client services. His previous roles include positions at People's Securities, Inc., Gerstein Fisher, and Wells Fargo Clearing. 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 advisors. The firm employs a discretionary portfolio management approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including retirement-plan solutions and access to alternative investments.

Paul Kiernan is a financial advisor at CWM, LLC with Series 65 credentials and one year of industry experience. Prior to joining CWM, he worked at Gold Family Wealth, LLC and Cruser, Mitchell & Sanchez, LLC. His background also includes roles outside the financial sector, such as work with Lansing Condo Services and Michigan State University. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using model portfolios guided by an in-house Investment Committee and a combination of fundamental and technical analysis.

Brandon Buhay is a financial advisor at CWM, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Gold Family Wealth, Gitterman Wealth Management, Vanderbilt Securities, WBI Investments, and Millington Securities. 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 primarily on a discretionary basis using model portfolios, blending fundamental and technical analysis with third-party sub-advisors and customization tools, and offers a range of retirement plan services supported by ongoing fiduciary processes.

Stephen Johnson is a financial advisor at CWM, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including People's Securities, Inc., M&T Bank/Wilmington Trust, and Gerstein Fisher. He is based in Westport, CT. 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 offers portfolio management, financial planning, and retirement-plan services, employing a discretionary investment approach utilizing model portfolios governed by an in-house Investment Committee and incorporating fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Mark Jackson is a Series 65–registered financial advisor at CWM, LLC with two years of industry experience. His prior roles include positions at Gold Family Wealth and Excel Partners. Outside of his advisory work, he has been involved with the Church of the Archangels and High Rise Basketball. 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 manages portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Matthew Krefting is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 credential and has worked at Gold Family Wealth, Tiffany & Co, and Morgan Stanley. 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 employs a discretionary portfolio management approach with model portfolios governed by an internal Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement-plan solutions.

Sean Wallace is a Series 65-licensed advisor at CWM, LLC with two years of industry experience. Prior to joining CWM, he held roles at Gold Family Wealth and Infinex Financial Group. Outside of his advisory work, Wallace serves as an assistant boys lacrosse coach at Newtown High School and is the head coach of a youth lacrosse team with Cavalry Lacrosse Club. 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 advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.