CL Wealth Management LLC

Roger Leibowitz is a financial advisor with CL Wealth Management LLC, holding a Series 66 designation and 26 years of industry experience. He has worked with Cabot Lodge Securities LLC and World Equity Group Inc. and has been with CL Wealth Management since 2013. Leibowitz serves on the advisory board of the Morris Brown College Foundation, providing occasional input on foundation decisions. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies to clients’ objectives and risk tolerance through a combination of fundamental and technical analysis.

Gail Wangen is a financial advisor with CL Wealth Management LLC in St. Paul, MN, holding Series 63 and Series 66 designations and with 21 years of industry experience. She has worked at CL Wealth Management since 2011 and also has roles at Lawrence Cumpston & Associates, a CPA firm, and 10,000 Reasons MN, a maker and seller of handmade crafts. CL Wealth Management LLC is a multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment strategies combining fundamental and technical analysis, financial planning, and client education through workshops and seminars.

Joseph Olheiser is a financial advisor with CL Wealth Management LLC who holds Series 63 and Series 66 licenses and has 15 years of industry experience. He has worked at multiple firms, including Morgan Stanley and Golden Hills Financial Group LLC, where he serves as President and advises on 1031 exchanges into DST investments. CL Wealth Management LLC provides portfolio advisory and financial planning services to a wide range of clients, including individuals, trusts, and business entities. The firm offers both discretionary and non-discretionary management, employs various investment strategies, and maintains multiple industry affiliations and related-party activities.

William Bessette is a financial advisor with CL Wealth Management LLC in Hyannis, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at CL Wealth Management since 2011 and is also associated with Cabot Lodge Securities and Strategic Associates. Outside of advisory work, he assists in a family business, Nantucket Basketworks of Cape Cod. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through a combination of fundamental and technical analysis and managing a significant portion of assets on a non-discretionary basis.

James Rankin is a financial advisor with CL Wealth Management LLC in Greeley, CO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with multiple firms, including Wilbanks Securities, Leading Edge Financial Group, and Cabot Lodge Securities. Outside of his advisory role, Rankin is a certified whitewater kayak instructor and operates Next Level Whitewater, providing lessons to paddlers. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through a combination of fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Andre Williams is a financial advisor with CL Wealth Management LLC in Atlanta, GA, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at both CL Wealth Management since 2012 and Cabot Lodge Securities since 2013. Outside of his advisory work, Williams serves as Vice Chair on the board of the Morris Brown College Foundation, where he participates in finance, development, and directors committees. CL Wealth Management LLC provides portfolio advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs both discretionary and non-discretionary management strategies, utilizing fundamental and technical analysis, model portfolios, options, mutual funds, and ETFs, and maintains affiliations with multiple related entities and firms.

John Doiron is a financial advisor at CL Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CL Wealth Management since 2013. He is also the owner of Doiron Wealth Management LLC, a separate investment-related business based in Lanexa, VA. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis combined with custom model portfolios and periodic monitoring.

Malcolm Warneford Thomson is a CFP® professional with 21 years of industry experience, currently serving at CL Wealth Management LLC. He has worked with Warneford Wealth Management LLC since 2014 and has been affiliated with Cabot Lodge Securities and CL Wealth Management since 2013. In addition to his advisory role, he offers fixed insurance solutions as part of his practice. CL Wealth Management LLC is an SEC-registered multi-advisor firm that serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with both discretionary and non-discretionary management.

Eric Ruth is a financial advisor at CL Wealth Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabot Lodge Securities, LLC, SB Advisory, LLC, and IFS Securities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and regular monitoring.

Bjorn Jordan is a financial advisor at CL Wealth Management LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Sandlapper Securities, LLC and SANDLAPPER Wealth Management, LLC. Outside of advising, he creates and sells artwork at festivals and online through his own business, Bjorn Jordan LLC. CL Wealth Management provides portfolio advisory and financial planning services to individuals, pensions, trusts, and business entities, using both discretionary and non-discretionary management strategies that incorporate fundamental and technical analysis, model portfolios, and various mutual funds and ETFs.

Edgar Wade is a financial advisor with CL Wealth Management LLC in Salem, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with CL Wealth Management and Cabot Lodge Securities since 2013 and has operated a sole proprietorship providing tax preparation and health insurance referral services since 2004. Outside of his advisory role, he prepares tax returns and refers clients to health insurance specialists. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, institutions, and business entities. The firm employs tailored strategies using fundamental and technical analysis, model portfolios, and various investment vehicles, managing accounts with both discretionary and non-discretionary authority.

Stuart Epley is a financial advisor with CL Wealth Management LLC in Springdale, AR, holding Series 65 and Series 66 licenses with 28 years of industry experience. His prior roles include positions at Ameriprise, Raymond James & Associates, Merrill, and founding Razorhog LLC d/b/a Epley Aquatic Farms. Outside of finance, he is involved in a locksmith business, Pop A Lock, based in Rogers, AR. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs tailored investment strategies using fundamental and technical analysis, model portfolios, option strategies, and a range of mutual funds and ETFs, managing accounts on both discretionary and non-discretionary bases.

Russell Green is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wunderlich Securities, Inc. and RPG Wealth Management, Inc., among other firms. Outside of his advisory roles, Mr. Green serves as president of the Syosset Woodbury Chamber of Commerce and director of the Nassau County Council of Chambers of Commerce, and he operates an eBay store selling assorted household collectibles. CL Wealth Management LLC provides portfolio advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs tailored strategies based on client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management.

Bradley Donner is a financial advisor at CL Wealth Management LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CL Wealth Management since 2021, previously serving at Cabot Lodge Securities LLC and SB Advisory, LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, referrals to third-party money managers, and client education, tailoring investment strategies to client objectives and risk tolerance through fundamental and technical analysis and custom model portfolios.

Steven Kronethal is a financial advisor at CL Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CL Wealth Management since 2021. He also serves as president of Integrated Planning Associates, Inc., where he is involved in selling life, disability, group ancillary, and health insurance products. CL Wealth Management LLC is a multi-advisor firm that serves individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, consulting, and access to third-party money managers and educational workshops, tailoring investment strategies to client objectives through a combination of fundamental and technical analysis.