Robert Moritz is a CFP® professional with 20 years of experience, currently serving as an advisor at Money Concepts Capital Corp since 2005. He holds the Series 66 designation and is based in Berne, Indiana. Outside of his advisory role, he is involved with Faithful Stewards, Inc., an investment-related business where he spends a significant portion of his time. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, using a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Robert Miller is a financial advisor with Money Concepts Capital Corp in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Money Concepts Capital Corp since 2002 and also maintains a long-term association with O.W. Krohn & Associates. Outside of his advisory work, Miller is a board director for the U.S. chapter of the International Association of Registered Financial Consultants (IARFC) and owns Beacon Incorporated, a financial services company. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs, using a blend of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.