Galli brings over 35 years of affiliation with the firm, having served on the Field Advisory Cabinet and the Broker Dealer Task Force. Currently the national president of the Financial Planning Association, he manages a practice in Massachusetts focused on retirement planning for educators and small business owners. He credits his long-term success to a philosophy rooted in solving individual client problems through dedicated service.

Pantozzi offers a career spanning more than 50 years, dating back to his time with Union Central before its merger with Ameritas. A Life and Qualifying Member of the Million Dollar Round Table, he has earned numerous industry accolades, including 20 Top of the Table honors. His firm, Alpha Omega Wealth, recently secured the 2025 President's Trophy in the Mid-Size Division, reflecting his extensive work in health insurance and advanced financial strategies.