Joseph Armstrong is a financial advisor with GWN Securities Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Armstrong also serves as a notary public, providing this service to clients when delivering trust documents. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm operates a large network of advisors and manages billions in assets, delivering advice through a variety of managed-account programs and model portfolios.

Karen Ho is a financial advisor with GWN Securities Inc. in Houston, TX, holding the CFP® designation and Series 63 and 65 licenses. She has 25 years of industry experience, including 12 years at Nationwide and Nationwide Securities, Inc. She is also involved in fixed life insurance products as an agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including both traditional and legacy market-timing strategies.