Daniel Palomino is a financial advisor with Advisory Services Network, holding a Series 65 designation and beginning his industry career in 2026. He has previously worked at Simon & Simon Wealth Management and held various roles outside the financial industry, including positions in education and hospitality. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting, utilizing a broad range of securities and third-party managers.

Charles Simon is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at FOUNDATIONS INVESTMENT ADVISORS and Retirement Income Specialists. He also operates Simon & Simon Financial, LLC, an insurance and annuity agency offering fixed annuities and life insurance. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and risk tolerances.