Carlisle, PA Office

James De Gaetano Jr. is a CFP® professional with 20 years of experience in financial advising. He is currently with Carson Wealth and has previously worked at firms including Diamond Wealth Advisors, LPL Financial, and First Command. Outside of his advisory role, he is an author through JD Media LLC and serves as a board member at Shippensburg University. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion via a platform of over 650 advisors. The firm provides discretionary asset management, financial planning, and specialized investment solutions, supported by an Investment Committee that uses both fundamental and technical analysis to oversee portfolios.

Ashli Lehman is a financial advisor with Carson Wealth, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and PNC Bank. Outside of finance, she works as a bartender and distributes nutritional products. Carson Wealth manages approximately $50.6 billion through over 650 advisors, offering services such as discretionary asset management, financial planning, and retirement plan services. The firm employs an Investment Committee to oversee model portfolios and provides tailored solutions including custom indexing and access to alternative investments.

Scott Rucki is a CFP® professional with 28 years of experience in the financial advisory industry. He is currently affiliated with Carson Wealth and has previously worked at firms including Cetera, Orrstown Bank, TIAA-CREF, and Vanguard Advisers. His career spans a range of roles across wealth management and advisory services. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors diverse model portfolios integrating fundamental and technical analysis.

Brian Swanson is a CFP® professional with 19 years of experience in financial services. He has worked at First Command Financial Services and its affiliates from 2006 to 2025 before joining Diamond Wealth and CWM, LLC in 2025. In addition to his advisory work, he holds a licensed insurance agent role, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and specialized investment solutions supported by an Investment Committee and partnerships with custodians and alternative investment providers.

Christina Ward is a financial advisor with Carson Wealth holding Series 63 and Series 65 licenses and 25 years of industry experience. Her work history includes roles at Diamond Wealth Advisors, LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corp. She is also the sole member of CWard Financial, LLC, an active investment-related business. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios developed by an Investment Committee and providing tailored investment solutions.