Carlisle, PA Office

James De Gaetano Jr. is a CFP® professional with 19 years of industry experience, currently serving at CWM, LLC. His career includes roles at Diamond Wealth Advisors and LPL Financial, among others. Outside of advisory services, he is an author through JD Media LLC and serves as a board member at Shippensburg University. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers discretionary portfolio management using model portfolios, financial planning, and retirement-plan services, emphasizing fiduciary processes, centralized custody, and a combination of fundamental and technical investment approaches.

Ashli Lehman is a financial advisor at CWM, LLC with three years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Diamond Wealth Advisors, Wells Fargo, and J.P. Morgan Securities. Outside of finance, she has worked part-time as a bartender and as a distributor of nutritional products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customized investment tools.

Scott Rucki is a CFP® credentialed financial advisor with 28 years of industry experience. He is currently affiliated with CWM, LLC and Diamond Wealth Advisors, having previously worked at Wealth Enhancement Group, Cetera, and Orrstown Bank. CWM, LLC is an SEC-registered investment adviser serving a diverse range of clients including individuals, high-net-worth families, foundations, endowments, corporations, and institutional investors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Brian Swanson is a CFP® with 19 years of industry experience, currently affiliated with CWM, LLC. He previously worked at First Command Advisory Services and its related entities for nearly two decades. In addition to his advisory role, Swanson is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm focuses on discretionary portfolio management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to manage client assets.

Christina Ward is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at firms including Diamond Wealth Advisors, LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corp. Outside her advisory roles, she is the sole member of CWard Financial, LLC, an investment-related limited liability company. CWM, LLC serves a diverse client base ranging from individuals to institutional investors, offering portfolio management, financial planning, and retirement-plan services. The firm utilizes discretionary account management with model portfolios supported by an in-house Investment Committee and incorporates multiple investment approaches, third-party sub-advisors, and customization tools.