Irfan Pathan is a financial advisor at TLG Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Golconda Partners, Jennison Associates, DebtSavvy, and other firms. Pathan is involved in creating custom life insurance solutions at Golconda Partners, focusing on products like variable annuities and variable life insurance. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm offers investment supervisory services, portfolio management, financial planning, and fiduciary services, employing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

Jaquelyn Morbitzer is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with TLG Advisors, Inc. and has previously held roles at The Leaders Group Inc., Golconda Partners, J.P. Morgan Securities, and First Republic Securities Company, LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm offers portfolio management, comprehensive financial planning, and fiduciary services, utilizing manager selection and ongoing monitoring grounded in fundamental analysis and Modern Portfolio Theory.