Sarasota, FL One North Tuttle Ave Office

Stephen Martin is a CFP® with 28 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2019. His prior roles include positions at Cetera Advisor Networks, SRQ Wealth Advisory, SRQ Wealth Management, and LPL Financial. Outside of his advisory work, Martin serves on the board of Bayside Community Church and is involved with several business ventures, including owning a property maintenance company and presiding over a holding company. 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 manages portfolios on a discretionary basis using model portfolios supported by an in-house Investment Committee and offers a range of services including financial planning, variable sub-account management, sub-advisory, and retirement plan solutions.

Michael Salemy is a financial advisor with CWM, LLC based in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at SRQ Wealth, Cetera Advisor Networks, Bast Financial Group, Northwestern Mutual, and USAA Financial Advisors. Outside of advising, he serves as secretary of the Play for Life Foundation, a nonprofit focused on health improvements for youths, veterans, firefighters, and law enforcement, and as treasurer for the St. John Heart Foundation, which raises funds to build and operate a hospital in a low-income country. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors, while offering retirement-plan services and customized investment solutions.

Schemia Rowan is a financial advisor with CWM, LLC in Sarasota, FL. She holds the ChFC® designation and Series 63 and Series 66 licenses, and has 10 years of industry experience. Her prior work includes roles at Eagle Strategies, LLC, Nylife Securities, LLC, and New York Life Insurance Company. 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 on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Karin Grablin is a CFP® and Series 66-licensed financial advisor with 25 years of industry experience. She is currently with CWM, LLC and has held positions at Cetera Advisor Networks LLC, SRQ Wealth Advisory, SRQ Wealth Management, and LPL Financial. Outside of her advisory work, she serves as a mentor for the nonprofit Take Stock in Children and is a board member and treasurer for the International Women's Forum of the Florida Suncoast. 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 employs a discretionary management approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement-plan services.