Mark Teichman is a financial advisor at C2 Investment Group with 20 years of industry experience. He holds a Series 63 designation and has worked with C2 Investment Group since 1998. He is a co-owner of C2, LLC, which operates Tracker, a portfolio accounting and reporting application. C2 Investment Group provides non-discretionary investment consultation to institutional clients, such as municipalities and public funds, focusing on government bond index tracking using US Treasury and Agency securities. The firm offers index-tracking optimization tools to assist clients with portfolio rebalancing and does not provide discretionary portfolio management.

Carl Ballard is a financial advisor with C2 Investment Group in Mooresville, NC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked with C2 Investment Group since 2001 and serves as a consultant for C2, LLC dba Tracker, which offers a portfolio accounting and reporting application. C2 Investment Group provides non-discretionary investment consultation to institutional clients such as municipalities, universities, and school districts, focusing on Government Bond Index Tracking services. The firm offers an index-tracking optimization application and advises on portfolio rebalancing while clients maintain execution authority and custody.