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 with OSAIC, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has worked at multiple firms, including American Portfolios Financial Services, LPL Financial, and Edward Jones. Outside of his advisory work, Dewald serves on the board of the Cooperstown Medical Center Foundation, coaches junior high football, and is a loan officer with Bravera Bank. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services along with access to third-party money managers and investment platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary account management.