Southlake, TX State Street Office

Brady Bell is a financial advisor at CWM, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. and Simmons Bank. His earlier career includes roles at several country clubs and Texas A&M University. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing a discretionary investment approach supported by an in-house Investment Committee and a range of third-party resources.

Lindsey Toole is an investment advisory representative at CWM, LLC with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisor Networks, Carson Wealth Management, and LPL Financial. In addition to her advisory role, she is also licensed to sell fixed insurance products such as life, disability, annuities, and long-term care. 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 overseen by an in-house Investment Committee and offers a diverse range of services including portfolio management, financial planning, and retirement plan solutions.

Shawndi Purselley is a CFP® professional with 26 years of industry experience, currently serving as an investment advisory representative at CWM, LLC. Her prior experience includes roles at Cetera, Cetera Wealth Services, LLC, and First Financial Equity Corporation. Outside of her advisory work, she owns an online boutique that buys and sells women's clothing. 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, financial planning, and retirement plan services using discretionary model portfolios supported by in-house committees, third-party sub-advisors, and various customization tools.

Jace Rees is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Stoneway Financial, LLC since 2021. His background also includes roles at Dallas National Golf Club, Dallas Baptist University, and Grace Community High School. 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, and retirement-plan services, employing a discretionary, model-based approach supported by an in-house Investment Committee and a variety of third-party resources.

Daniel Barker is a financial advisor with CWM, LLC based in Southlake, TX, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Carson Wealth, Linsco/Private Ledger Corp., and Pinnacle Financial Group. Outside of advising, he serves as a high school basketball referee for the Fort Worth Basketball Officials Association. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios overseen by an in-house Investment Committee and incorporating multiple analytic and customization tools.

Daniel Edwards is a financial advisor with CWM, LLC based in Southlake, TX. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at Bank of America, Merrill, Cetera Wealth Services, and Armstrong Purselley Wealth Management. 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, financial planning, sub-advisory services, and retirement-plan solutions, utilizing a combination of in-house investment committees, third-party sub-advisors, and customization tools.

Brian Armstrong is a CFP® professional with 27 years of experience in financial services. He is affiliated with CWM, LLC and has previously worked with Cetera and First Financial Equity Corporation among others. Armstrong is involved in a commercial building ownership venture through 08 Holdings, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary account management using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.