Insights Vault

Oliver Gooden, CFA -  Chief Investment Officer, CG Advisor Network 

Jeb Burns -  Chief Investment Officer, MERS of Michigan 

John Evangelista, CFP -  Financial Advisor 

Aleia MacDonaald, CFP -  Financial Advisor 

Dave Robinson, CFP -  Financial Advisor 

Jeff Casey, CFP - Financial Advisor 

Jeff Roman, CFP - Financial Advisor 

Austin Brown, ChFC - Financial Advisor 

Joseph Crumley -  Financial Analyst 

Drew Finnegan - Financial Advisor 

LPL’s, our custodian of client assets, has cash swept through the LPL Insured Cash Account (ICA) and LPL Deposit Cash Account (DCA) is federally insured.  ICA and DCA accounts are insurable by the FDIC up to $2,500,000 per client for an individual and $5,000,000 for joint accounts.  LPL Financial is a member firm of the Securities Investor Protection Corporation (SIPC). Membership provides account protection up to a maximum of $500,000 per client, of which $250,000 may be claims for cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of client accounts up to an overall aggregate firm limit of $750,000,000 in the event a firm cannot meet its obligations to securities clients, subject to conditions and limitations. 

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You should not rely solely on the descriptions provided herein but should also read the Form_ADV_Part_2A and Part_3/Form_CRS of the UMA Manager and the Executing SMA Managers, which include additional and more detailed risk disclosure about their investment strategies and is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/. Please note that Part 2B containing information specific to individual investment adviser representative is only available by contacting the adviser directly.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Registration with the SEC does not imply a certain level of skill or training.

Advisors associated with CG Financial Services may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.