Heath Boddy

CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice.

Carson Group Holdings LLC provides wealth management services to financial advisors and clients. The company was founded by Ronald Lloyd Carson, Jr. and is headquartered in Omaha, NE.

Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE.

Carson Group provides financial information services. The firm specializes in global shareholder research and related advisory services. The company was foundedd by David M. Geliebter and is headquartered in New York, NY.

LifeLoop LLC provides senior living communities with communication, scheduling, and tools for tracking the engagement of their residents. It offers calendar builder and management; resident tracking and reporting; family portal; photo management and sharing; and streamline operations. The company was founded by Amy Johnson and Philip Lee in 2013 and is headquartered in Omaha, NE.

Invest Nebraska Corp (Invest Nebraska) is a venture capital firm founded in 2002. The firm is headquartered in Lincoln, Nebraska.

Encounter Telehealth LLC develops a cloud-based telehealth platform. It connects mental health providers with patients in rural communities who are facing with behavioral healthcare challenges. The company is headquartered in Omaha, NE.