Vishwanath Rao

Charles Trakas is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked previously with firms including Redwood Private Wealth LLC and Virtue Capital Management, LLC. Outside of advisory roles, he owns and operates Trakas Insurance Agency and serves as managing director of Redwood Tax Specialists, in addition to working as a sales representative for National Gold Consultants. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services utilizing a range of investment strategies tailored to client needs.

Daniel Simon is a financial advisor with Corecap Advisors, holding a Series 65 credential and 14 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and currently serves as a Retirement Planning Advisor at Dan White & Associates, where he conducts educational seminars on retirement planning, required minimum distributions, and Social Security planning for retirees and near-retirees. His focus includes low-risk retirement planning strategies aimed at generating guaranteed income. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and third-party managers.

Andrew Wood is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dan White & Associates since 2016, where he is also active as a commission-based insurance agent focusing on fixed annuities. Prior to that, he spent one year at Pacer Financial, Inc. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary authority to oversee and replace those managers.

Eric Janvier is a financial advisor with Good Life Advisors, LLC, based in Middletown, DE, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Good Life Advisors and LPL Financial since 2015. Outside of his advisory role, he is involved with Janvier Estate Management LLC, a real estate rental business. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach with independent research and multiple analysis methods to tailor asset allocation and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Justin Obrien is a Series 66-licensed financial advisor with two years of industry experience. He has worked at Root Financial Partners since 2025 and previously held roles at Fidelity Investments and First Command Brokerage Services. Prior to his financial career, he served in the U.S. Army from 2019 to 2023. Root Financial Partners primarily serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a principally passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental and technical analysis, and supports clients through educational seminars and retirement plan services.

David Iobst is a CFP® and ChFC® with 24 years of industry experience. He has worked at Lifemark Securities Corp. since 2017 and held positions at State Farm VP Management Corp. and State Farm insurance from 2015 to 2016. Outside of his advisory role, he is involved in his community as a Little League Manager and Coach for Canal Little League. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and emphasizes suitability-driven advice tailored through risk assessments.