Tracy Middleton is a financial advisor at Castle Asset Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Castle Asset Management since 2017. Castle Asset Management provides financial planning, portfolio management, and pension consulting primarily to non-high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a combination of income-focused and long-term purchase strategies supported by fundamental and technical analysis and modern portfolio theory.

Barry Dyke is a financial advisor at Castle Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including pension consulting and life insurance since the early 1980s. Outside of advisory services, he is involved in life, disability insurance, and annuity sales. Castle Asset Management, LLC provides financial planning, portfolio management, pension consulting, and financial consulting to individuals and institutional clients such as pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs long-term, income-focused strategies using fundamental and technical analysis within a modern portfolio theory framework.