Robert Carter

40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies.

Founded in 1987, Summit Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of National Advisory Services, Inc. The firm provides wealth management and investment management services primarily to individuals. They also provide investment management services to other types of clients such as charitable organizations, trusts, foundations, pension and profit-sharing plans and business entities.