Trustee Empowerment & Protection, Inc.

Eric Smith is a Series 65-licensed financial advisor with 15 years of industry experience. He has been affiliated with Trustee Empowerment & Protection, Inc. and Consulting Services Support Corporation since 1998. Outside of his advisory work, Smith serves as Director and Executive Vice President of the Shaolin Do Association, a martial arts trade association. Trustee Empowerment & Protection, Inc. provides internet-based advisory and referral services primarily to sponsors and trustees of defined contribution retirement plans and individual investors. The firm uses a data-driven approach with patented decision-assistance technology to evaluate mutual funds and ETFs, delivering Investment Choice Protective Reviews through its platform without directly managing client assets.

Thomas Scotto is a financial advisor at Trustee Empowerment & Protection, Inc. with 16 years of industry experience and holds a Series 66 designation. He has worked in consulting and business development roles since 2005, including operating Thomas Scotto Consultants, LLC, where he provides third-party marketing and serves as an independent insurance agent focusing on group health insurance for union clients. Scotto also supports the Barrack, Rodos & Bacine Law Firm in introducing the firm to potential union clients for securities litigation matters. Trustee Empowerment & Protection, Inc. offers internet-based advisory and referral services primarily to sponsors and trustees of defined contribution retirement plans and individual investors. The firm uses a data-driven, comparative evaluation process for mutual funds and ETFs through patented decision-assistance technology, delivering non-discretionary reviews and referrals via its online platform.

Gavin Clarkson is a financial advisor with Trustee Empowerment & Protection, Inc. He holds a Series 66 designation and has 19 years of industry experience. His work history includes roles at CSSC Investment Advisory Services, Inc. and Cssc Brokerage Services, Inc. since 2012, as well as longstanding involvement with Clarkson and Sons Inc. Outside of his advisory work, he serves as a lecturer at Rice University and an associate professor at New Mexico State University, and he is president of a consulting firm, Clarkson and Sons, Inc. Trustee Empowerment & Protection, Inc. provides internet-based advisory and referral services mainly to sponsors and trustees of defined contribution retirement plans and individual investors seeking advisers. The firm uses a data-driven evaluation approach through its proprietary decision-assistance technology and offers pension consulting and other advisory services, operating primarily via a platform that facilitates non-discretionary reviews and referrals to approved registered investment advisers.

Jack Findley is a Series 65-licensed advisor at Trustee Empowerment & Protection, Inc. with experience as CEO and CRO of Decision Technologies Corp., and as CEO of Sterling Signal, LLC, a commercial signage company. He has held multiple roles since 2015, including positions at Decision Technologies Corp. and Adrian Telegram. Trustee Empowerment & Protection, Inc. provides internet-based advisory and referral services primarily to sponsors and trustees of defined contribution retirement plans and individual investors. The firm uses a patented decision-assistance technology to deliver data-driven evaluations and referrals through its online platform, focusing on transparency and conflict-of-interest filtering.