Brent Caswell is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Normandy Investment Advisors, where he has worked since 2021, following six years at Commonwealth Financial Network. Caswell is also the owner of Caswell & Associates, a private entity involved in securities, advisory, and insurance business operations. Normandy Investment Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, offering diversified allocations across multiple asset classes and incorporating derivatives in separately managed accounts.

Jeffrey Tudas is a CFP® and holds a Series 66 license, with 26 years of experience in the financial industry. He is currently with Normandy Investment Advisors, where he has worked since 2021. Prior to this, he was associated with Commonwealth Financial Network for 15 years and Summit Wealth Advisors, LLC for 11 years. Normandy Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and other entities by providing personalized wealth management, financial planning, and discretionary portfolio management. The firm employs a blended active/passive investment approach within an asset-allocation framework and utilizes equities, fixed income, mutual funds, ETFs, and options strategies including covered calls and cash-secured puts.

Ryan Tudas is a financial advisor at Normandy Investment Advisors with a Series 65 designation and four years of industry experience. Prior to joining the firm, he served nine years in the U.S. Marine Corps. Normandy Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and other entities, providing personalized wealth management, financial planning, and discretionary portfolio management using a blended active/passive approach within an asset-allocation framework. The firm employs equities, fixed income, mutual funds, ETFs, and options strategies for income and hedging, and operates from multiple offices with a distinctive approach to compensation disclosures and held-away retirement plan management.