Daniel Mcpherson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at CG Advisory Services. His prior roles include positions at Capital Asset Advisory Services and Cetera Advisors LLC, and he has a longstanding relationship with Minnesota Life Insurance Co. Outside of his advisory work, he owns and operates Claymore Tactical LLC, a sporting goods sales business. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base including individuals, pension plans, and charitable organizations. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios and bespoke account structures, supported by an Investment Committee and advanced technology platforms.

Charles Daugherty is a financial advisor at CG Advisory Services with one year of industry experience. He holds a Series 65 designation and has worked previously at Strategic Wealth Concepts and Cottonwood Capital Advisors. His background also includes roles at Brigham Young University and D.L. Evans Bank. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, and retirement services through proprietary model portfolios and bespoke account structures.

Colby Smith is a financial advisor at CG Advisory Services with a Series 65 designation and two years of industry experience. His background includes roles in both financial services and other industries, including education and food service. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a model-driven investment approach combined with fundamental and technical research, offering discretionary portfolio management, financial planning, and access to alternative investments through external platforms.