Wichita, KS E 13th St. N Office

Kaitlin Hershey is a financial advisor at CWM, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at Driven Wealth Strategies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement-plan solutions.

Brent Dome is a financial advisor at CWM, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed, Inc. and Cetera Advisor Networks. Outside of advising, he serves as president of Dome Holdings Inc., a financial services S corporation, and is involved in managing tax and accounting service businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.

Chad Phipps is a financial advisor at CWM, LLC with 18 years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Advisor Networks and Waddell & Reed, Inc. Outside of his advisory work, he is involved in several business ventures including managing partner roles in tax preparation and holding companies, as well as ownership interests in aviation-related LLCs. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services such as financial planning, sub-advisory, and retirement-plan solutions.

Marta Curry is a financial advisor with CWM, LLC, holding a Series 66 designation and 21 years of industry experience. Her career includes roles at Waddell & Reed, Inc. and Cetera Advisor Networks. She has been with CWM, LLC and Driven Wealth Strategies since 2019. 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 combines fundamental and technical analysis with third-party sub-advisors and customization tools, with a strong operational focus on retirement plan and institutional services.

Byron Watkins is a financial advisor with CWM, LLC, holding a Series 66 credential and 18 years of industry experience. He has previously worked with firms including Cetera Advisor Networks and Waddell & Reed, Inc. Outside of advising, Watkins serves as a city representative for the annual Crawl for Cancer fundraiser in Wichita, organizing and promoting the event for local nonprofits benefiting cancer patients. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of 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 financial planning, retirement-plan services, and access to alternative investments.

Micoli Bates is a financial advisor with CWM, LLC in Wichita, KS, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Dome Holdings, Cetera Advisor Networks, Driven Wealth Strategies, and Waddell & Reed Inc. Outside of advisory services, she operates a crop insurance data entry business as a sole proprietor. CWM, LLC is an SEC-registered investment adviser that serves 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, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Shawn Bauman is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Driven Wealth Strategies and Regier Carr & Monroe. He is also the director of Driven Tax Strategies, a tax preparation business serving both individuals and businesses. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base, including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm uses discretionary management with model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plans, institutional services, and platform solutions.