William Rassman is a financial advisor at CWM, LLC with 15 years of industry experience. He holds the CFP® and Series 66 designations and has worked at several firms, including Carson Wealth and RWM Capital, LLC. Outside of his advisory role, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios overseen by an in-house Investment Committee and combining fundamental and technical analysis along with access to alternative investments.

Alan Wright is an investment advisory representative with CWM, LLC, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has worked at firms including Cetera Advisor Networks LLC and Pinnacle Financial Group. Wright also holds a role as an insurance agent, selling life, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers discretionary portfolio management, financial planning, sub-advisory services, and retirement plan solutions, utilizing model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools.