Independent does not have to mean alone.

With over 100 collective years of industry experience, we understand the needs of today’s financial advisor and the potential challenges they face.

Let's Talk

Kelsea Oravic

Marketing & Communications Manager

Ethan Cramer

Business Development Associate

Allie Wagner

Director of Operational Strategy

Anthony Conte

Managing Partner

Meet the people you'll actually work with — the advisors and support staff who make joining CWA feel less like signing paperwork and more like coming home.

Recruiting Team

Listen to Our Recent Podcast

Curious what it's really like to work with CWA? Our podcast takes you inside the team — real conversations, real strategies, and real talk about the future of wealth management. From industry trends to the day-to-day of advising clients, we're pulling back the curtain for advisors who want more than a job listing. Tune in, meet the team, and see if CWA is where you belong.