Richard Morsch is a financial advisor with SCS Asset Management, Inc. in Lutz, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with SCS Asset Management since 2016 and previously worked at Securities Research, Inc. from 2011 to 2025. Outside his advisory work, he owns SRM Services LLC, a non-investment-related business entity. SCS Asset Management is a small SEC-registered firm managing approximately $30 million for about 67 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial consulting, and pension consulting, employing a blend of fundamental, technical, and charting analysis tailored to client objectives.

John Saunders is the principal of SCS Asset Management, Inc. and holds Series 63 and Series 65 licenses with 24 years of industry experience. He has worked with Saunders Financial Securities Group, LLC, Saunders Asset Management, Inc., and Securities Research, Inc. He is also involved in insurance products and pension plan consulting. SCS Asset Management is an independent SEC-registered advisory firm managing approximately $30 million for individual and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management, modular financial consulting, and pension consulting, tailoring portfolios using fundamental, technical, and charting analysis to meet client objectives.