Michael Robinson is a financial advisor with Narus Financial Partners, LLC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Narus Financial Partners, formerly Clearstone Capital Management, since 2014 and previously worked at Charles Schwab from 2008 to 2010. Outside of his advisory role, he performs administrative and back-office support for an insurance business run by his wife. Narus Financial Partners is an SEC-registered, team-based advisory firm managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm combines fundamental, qualitative, technical, and quantitative analysis to provide discretionary asset management, investment consulting, and written financial planning tailored to client objectives.

Richard Goldstein is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 17 years of industry experience, including long-term roles at PFS Investments Inc. since 2012 and Primerica Financial Services since 2003. In addition to his advisory work, he is involved in selling loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies supported by third-party asset managers and focuses on services for individual investors rather than institutional clients.