George Davis is a financial advisor with CWM, LLC in Yuma, Arizona, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His previous roles include positions at LPL Financial and Private Advisor Group, LLC. He also has experience in fixed insurance products. 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 using discretionary model strategies and offers a range of services including financial planning, sub-advisory, and retirement-plan solutions with an emphasis on fiduciary oversight and operational transparency.

Adrian Elder is a CFP® certificant with 17 years of industry experience, currently with CWM, LLC. He has worked at several firms including LPL Financial and Yuma & Imperial Valley Wealth Management. Elder serves on the board of the United Way of Yuma County and is involved in multiple business ventures, including ownership of commercial buildings and a tax preparation company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through over 600 advisors. The firm manages discretionary portfolios using model strategies supported by in-house and third-party resources, with a focus on retirement-plan services and institutional solutions.

Thomas Rush is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. His career includes roles at LPL Financial, Private Advisor Group, and Yuma & Imperial Valley Wealth Management. Outside of advising, he serves on multiple nonprofit boards including the Rio Colorado Chapter Historical Board and the Education Foundation of Yuma, and is involved in managing a local food truck business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a large network of advisors. The firm offers a range of portfolio management and retirement plan services, employing a discretionary investment approach with an in-house committee that integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Zeke Guerrero is a financial advisor with CWM, LLC, holding a Series 65 designation and having two years of industry experience. He has worked at CWM, LLC since 2024 and has prior experience with Yuma & Imperial Valley Wealth Management and Yuma Investment Group Wealth Management. Outside of advising, he is involved with Arizona State University and the Southwest Cactus Association. CWM, LLC is an SEC-registered investment adviser serving a wide range of clients including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm employs a discretionary investment approach using model portfolios managed by an in-house Investment Committee and offers diversified services such as portfolio management, financial planning, retirement plan solutions, sub-advisory services, and access to alternative investments.

Stockton Rush is a financial advisor with CWM, LLC, holding a Series 65 credential and based in Yuma, AZ. He has one year of industry experience and has previously worked at Yuma & Imperial Valley Wealth Management and Carson Wealth. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management and a variety of financial planning and retirement services, utilizing model portfolios overseen by an internal Investment Committee and incorporating a range of analysis and customization tools.

John Durazo is a Series 65-licensed financial advisor at CWM, LLC with three years of industry experience. He previously worked at Yuma Investment Group Wealth Management and has held roles in education and local business organizations. Outside of advising, he serves as an education coordinator for a business referral network and works as an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages primarily discretionary accounts using model portfolios with fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing fiduciary processes and comprehensive retirement plan services.