Omaha, NE Office

Vernon Wheeler is a financial advisor with CWM, LLC in Omaha, NE, holding a Series 66 designation and bringing nine years of industry experience. He has previously worked with firms including BancWest Investment Services, Securities America Advisors, and Bank of the West. Outside of finance, Wheeler teaches college-level theatre classes at Metropolitan Community College and has worked as a professional actor in theatre, film, and commercials. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through its network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary account management with model portfolios overseen by an Investment Committee that integrates fundamental and technical analysis and access to alternative investments.

Barry Gilbert is a financial advisor at CWM, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial. Gilbert serves as Vice President and Asset Allocation Strategist, focusing on portfolio construction and investment decision support. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios and a combination of fundamental and technical analysis, offering portfolio management, financial planning, and retirement-plan services.

Shane Denton is a financial advisor with CWM, LLC based in Omaha, NE, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Cetera Wealth Services, LPL Financial, and NJN Financial Group. Denton is involved in investment research and portfolio analysis, contributing to the firm's model portfolio strategies. 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 and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

David Matzko is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Morgan Stanley Smith Barney. He serves as a senior analyst in investment research within CWM’s affiliated entities. 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 discretionary management using model portfolios overseen by an internal Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions.

David Tews is a financial advisor at CWM, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securities America Inc and Carson Group Holdings LLC. Outside of his advisory role, he owns small businesses involved in online sales and pet sales. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts on a discretionary basis using model portfolios supported by both fundamental and technical analysis.

Scott Conroy is a financial advisor at CWM, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Wealth Services, LPL Financial, and CWM since 2012. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of over 600 advisors. The firm uses a discretionary investment approach with model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Andrew Reisdorff is a financial advisor at CWM, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2019, with previous roles at FTJ FundChoice, LLC and CLS Investments LLC. 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 employs discretionary account management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing retirement plan and institutional services.

Casey La Framboise is a financial advisor at CWM, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities and Fifth Third Bank. 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 offers portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Dillon Plath is a Series 65-registered advisor with CWM, LLC, located in Omaha, NE. He has experience at Carson Group, PrimeTime Healthcare, Werner Enterprises, and the University of Nebraska at Omaha. 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 uses discretionary model portfolios governed by an internal Investment Committee and offers a range of portfolio management and retirement-plan services.

Kevin Zlomke is a financial advisor at CWM, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2019. His prior experience includes roles at FTJ FundChoice, LLC and Northern Lights Distributors, LLC, where he was employed for 15 years. 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 portfolios using a discretionary model approach, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, along with a range of retirement-plan services and explicit conflict-of-interest disclosures.

Ronnett Kitten is a financial advisor at CWM, LLC with a Series 65 credential and three years of industry experience. Prior to joining CWM, she worked at Oakeson Steiner Wealth & Retirement and OneDigital Investment Advisors, and she has over two decades of experience at Ellerbrock-Noris Agency, Inc. 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 more than 600 advisors. The firm offers discretionary portfolio management using model portfolios, sub-advisory services, and a range of retirement-plan services supported by in-house research, third-party providers, and customization tools.

George White is a financial advisor at CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior work includes roles at Carson Group, Fortigent, LLC, and LPL Financial. 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 portfolios primarily on a discretionary basis using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and offers a variety of retirement-plan services including a delegated 3(38) option.

Michele Schreck is a financial advisor with CWM, LLC, based in Omaha, NE, holding Series 63 and Series 65 licenses and having 32 years of industry experience. Her work history includes roles at LPL Financial LLC from 1993 to 2017, Carson Wealth since 2012, Cetera Advisor Networks LLC from 2017 to 2019, and CWM, LLC since 2012. 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 provides portfolio management, financial planning, and retirement plan services, employing a discretionary model portfolio approach supported by an in-house Investment Committee and multiple third-party resources.

Tyler Lindsay is a financial advisor with CWM, LLC in Omaha, NE, holding Series 63 and Series 65 licenses, and has five years of industry experience. He previously worked at LPL Financial, LLC for six years and held roles at US Bank and Foresters Financial Services. 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 advisors. The firm offers portfolio management and financial planning services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Gabriela Caito is a financial advisor with CWM, LLC holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Carson Wealth and Farm Credit Services of America. 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 accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.