Thomas Carstens is a financial advisor at Pelion Investment Advisors, Inc. with 34 years of industry experience. He holds the ChFC® designation and Series 63 license. Carstens has been with Pelion since 2016 and is also associated with First Liberties Financial, an affiliated broker-dealer. Pelion Investment Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, including high-net-worth clients, 401(k) plan trustees and participants, and institutional clients. The firm combines fundamental macro analysis with tactical overlays to manage multi-asset portfolios tailored to client risk profiles and reviewed regularly.

Hilary Bergman is a financial advisor with Pelion Investment Advisors, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has served as CEO of Pelion Financial Group since 2004 and is also CEO of both First Liberties Financial and Pelion Investment Advisors. Since 2017, he has acted as a consultant for Carver Edison, Inc., a firm involved in the employee stock purchase plan business. Pelion Investment Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, 401(k) plan trustees and participants, and institutional clients. The firm uses a blend of fundamental macro analysis and technical, trend-driven tactical overlays to manage multi-asset portfolios tailored to client risk profiles, with ongoing reviews and quarterly reporting.