Caleb Ostler is a CFP® and holds a Series 66 license with two years of industry experience. He is the principal of Ostler Financial Advisors, having previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has a diverse background that includes roles in wealth management and financial services. Ostler Financial Advisors serves individuals, families, trusts, estates, and nonprofit entities by offering discretionary investment management and comprehensive financial planning. The firm employs a long-term, diversified investment approach supported by quantitative analysis and uses separately managed accounts along with third-party managers.

Creg Ostler is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He previously worked for Stoker Ostler, a part of BMO Financial Group, for 16 years before retiring in 2023 and founding Ostler Financial Advisors, LLC in 2026. He is also involved with RELTSO, Inc. outside of his advisory work. Ostler Financial Advisors, LLC is a newly formed firm that serves individuals, families, trusts, estates, and nonprofit entities. The firm provides discretionary investment management and comprehensive financial planning using a long-term, diversified approach supported by quantitative analysis and portfolio optimization.