Daniel Simon is a Series 65 licensed financial advisor with 15 years of industry experience. He is affiliated with Corecap Advisors and also serves as a Retirement Planning Advisor at Dan White & Associates, where he conducts educational seminars on retirement planning, required minimum distribution planning, and Social Security planning. His focus includes low-risk retirement strategies designed to generate guaranteed income and protect assets for retirees. Corecap Advisors provides discretionary investment and portfolio management services to individuals, high-net-worth clients, self-directed retirement plans, and institutional clients. The firm emphasizes a relationship-oriented, long-term investment approach involving mutual funds, ETFs, equities, bonds, and selective use of options, with access to multiple custodial platforms and third-party asset managers.

Andrew Wood is a financial advisor with CoreCap Advisors in Middletown, Delaware, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with Dan White & Associates and CoreCap Advisors since 2016. In addition to his advisory role, Wood is a commission-based insurance agent focused on fixed annuities. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, employing a relationship-oriented, long-term investment approach that includes mutual funds, ETFs, equities, and bonds.