George Castle is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 43 years of industry experience. He previously worked at VOYA Financial Advisors and operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, retirement plan, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment platforms and third-party managers.

Daniel Robison is a financial advisor with OSAIC holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Stecher Financial Group, Alpha Security Service, and the University of Arizona. He is also involved as an agent in insurance and fixed annuity sales with Sterling Bridge/Triton Brokerage. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and manages portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments on both discretionary and non-discretionary bases.

Andrew Turner is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and seven years of industry experience. His background includes roles at Federal Resources and United Parcel Service, and he is the owner of a startup business in the family entertainment industry. He also engages in part-time referral activities for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management. The firm offers advisory services based on model-delivery strategies developed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.