Connor Castellano is a CFP® professional with 10 years of experience in the financial services industry. He is the principal advisor at Castellano Wealth Planning, an independent firm he founded in 2025. Prior to this, he held roles at Arnold Castellano & Associates and Prudential Insurance Company of America. Castellano is also a licensed insurance agent operating as a sole proprietor. Castellano Wealth Planning provides discretionary asset management and financial planning services to individual clients and retirement plans, including limited-scope ERISA 3(21) fiduciary services for plan sponsors. The firm utilizes a long-term, diversified investment approach focused on low-cost index funds and ETFs, incorporating model portfolios and sub-advisor strategies where appropriate.

Glenda Lenox is a financial advisor with Castellano Wealth Planning in Plano, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC, and has operated as a sole proprietor since 2015. Outside of her advisory work, she is also a licensed health insurance agent. Castellano Wealth Planning is an independent firm that provides discretionary asset management and financial planning services to individuals and retirement plans, including limited-scope ERISA 3(21) fiduciary services. The firm employs a long-term, diversified investment approach using low-cost index funds and ETFs, model portfolios, and sub-advisor strategies, offering financial planning at no additional charge.