Roseville, CA 3741 Douglas Blvd Office

Jerod Wurm is a CFP®-certified financial advisor with 29 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked at firms including Morgan Stanley, Wells Fargo Advisors, and LPL Financial. Wurm is also the CEO of Wurm Financial, Inc. and has been involved in co-owning a wealth management firm. CWM, LLC is a large SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing both fundamental and technical investment approaches and providing tailored portfolio solutions.

Robert Frye is a CFP® with 29 years of industry experience, currently serving as a wealth advisor at CWM, LLC. His prior experience includes roles at Wells Fargo Advisors, Morgan Stanley, and LPL Financial. Frye is a partner and owner of Fried Worms, LLC, a holding company. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering services such as discretionary asset management, financial planning, and retirement plan management with a focus on tailored portfolio solutions and ongoing oversight.

Kenyon Lederer is a CFP®, ChFC® with 34 years of industry experience. He is currently with CWM, LLC and has held positions at Carson Wealth, Pinnacle Wealth Management, Purshe Kaplan Sterling Investments, and Pinnacle Asset Management. Lederer is involved in fixed insurance sales and service as an insurance agent outside of his advisory role. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that manages model portfolios and tailored investment solutions.

Jack Zboralske is a financial advisor with CWM, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Carson Wealth, Pinnacle Wealth Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as a non-paid civilian board member for Sacramento Valley Crime Stoppers, an organization supporting local law enforcement through an anonymous tip line. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee-driven approach and a variety of tailored solutions including custom indexing and access to alternative investments.