Daniel Taylor is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 33 years of industry experience. He previously worked at Investment Centers of America for 10 years and has been affiliated with Bank Forward since 1992. Outside of his advisory role, Taylor is a 25% owner and treasurer of Valley Auto Body & Storage. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Bradley Dewald is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at American Portfolios Financial Services Inc., LPL Financial, and Investment Centers of America. Outside of his advisory role, Dewald serves on the board of the Cooperstown Medical Center Foundation and is a loan officer at Bravera Bank. He is also involved as a junior high football coach and a board member for Steele Trail Mutual Insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diverse portfolios and supports multiple advisory platforms and managed-account solutions.