Johnson City, TN Peoples Street Office

Monique Cross is a financial advisor with CWM, LLC in Johnson City, TN, holding a Series 65 designation and two years of industry experience. She has worked at multiple firms, including Carson Wealth, Marmo Financial Group, Trinitas Wealth Management, and Worthwhile Wealth Council. Cross serves as a board member for Make A Wish of East Tennessee, helping to guide the chapter. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jake Stone is a financial advisor with CWM, LLC, holding a Series 65 credential and five years of industry experience. His prior roles include positions at Carson Wealth, GAAM Wealth Advisors, and Cetera Advisor Networks. Outside of advisory work, Stone serves as a board member for the East Tennessee Make-A-Wish Foundation and is involved with the Young Professionals of Johnson City Council. He has also served as a speaker at King University. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages accounts using discretionary model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan and institutional services.

Jeremy Day is a financial advisor at CWM, LLC with six years of industry experience. He holds a Series 66 designation and previously worked with Carson Wealth, Cetera Advisor Networks, and Edward Jones. Outside of his advisory role, he serves as a board member for Camp Jorn YMCA, contributing to the organization’s governance and operational oversight. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm employs a discretionary investment approach using model portfolios governed by an in-house Investment Committee and provides a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jonathan Mullins is a financial advisor with CWM, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Carson Wealth and Cetera Advisor Networks. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm’s approach includes discretionary portfolio management using model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.