Indianapolis, IN Rockville Road Office

Matthew Alspaugh is a financial advisor with CWM, LLC in Indianapolis, IN, holding Series 65 and Series 63 designations and having 11 years of industry experience. He has worked at CWM since 2018 and concurrently serves as a paraplanner at Wealthcare Partners Ltd. Prior to that, he held roles at Cadaret, Grant & Co., Inc., Cetera Wealth Services, LLC, OneAmerica Securities, and American United Life. 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 employs a discretionary approach using model portfolios overseen by an Investment Committee and offers portfolio management, financial planning, retirement-plan services, and access to alternative investments.

Eric Ford is a CFP® with 19 years of industry experience. He is currently an investment advisory representative at CWM, LLC and has held roles at Cetera and Wealthcare Partners Ltd. Ford is also an owner of two closely held corporations, EF15 Inc. and WCP Management Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm uses a discretionary model portfolio approach overseen by an Investment Committee and offers various advisory and retirement-plan services with an emphasis on fiduciary processes and operational support for institutional clients.

Steven Ford is a financial advisor with CWM, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Cetera, Wealthcare Partners, and Cadaret, Grant & Co. He is also a CPA engaged in tax consulting, planning, and estate planning through Wealthcare Consulting. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers comprehensive services including portfolio management, financial planning, and retirement plan solutions.

Justin Roski is an investment advisory representative with CWM, LLC in Indianapolis, Indiana. He holds a Series 66 designation and has four years of industry experience. Prior to joining CWM, he worked at firms including Cetera Wealth Services, Guggenheim Partners, and Alter Domus. 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 accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.