Joan Block is a financial advisor at Castle Rock Wealth Management, LLC with 45 years of industry experience. She previously worked at First Allied Securities, Inc. for 24 years and at Private Client Services for one year. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm manages approximately $521.8 million for nearly 1,900 clients through a team of eight advisors, combining fundamental and technical analysis with active trading strategies and ongoing portfolio monitoring.

Brandon Kramer is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and previously worked at Wells Fargo Clearing and Thrivent Financial. His activities include a role in insurance related to fixed life, fixed annuities, disability, long-term care, health, and group benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

Cary Wong is a CFP®-certified financial advisor with 25 years of industry experience, currently with LPL Financial since 2007. Prior to joining LPL, he worked at Edward Jones. Wong also has business involvement with Wong Financial Services, Inc., including activities related to non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by technology tools and a broad platform that includes both advisory and insurance-related financial activities.