Anna Houser is a CFP® and holds a Series 66 license, with six years of experience in the financial industry. She is associated with AdvisorsTrust Partners LLC and has worked at McMahan Financial, LLC and Prospera Financial Services for 12 years. Outside of her advisory role, she serves as president of the counsel and volunteers at Holy Trinity Lutheran Church, where she also leads Bible study and teaches Sunday school. Additionally, she is involved in early-stage business development as managing member of Sandy Ventures, LLC, a company focused on sales of apparel, stickers, and accessories. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $435.3 million in assets across about 172 client relationships, employing a mix of fundamental, technical, and cyclical analysis and combining active and passive strategies to tailor investment advice to client objectives and risk tolerance.

James Castleman Jr. is a financial advisor at AdvisorsTrust Partners LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously as a consultant and at CoVest Asset Management. Castleman is based in Raleigh, NC. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor investment advice primarily on a discretionary basis, managing approximately $435.3 million in regulatory assets across about 172 client relationships.