Affiliated Advisors is the Office of Supervisory Jurisdiction (OSJ) that works closely with Castellan Financial Group. They provide concierge support to our broker dealer, Osaic Wealth, Inc, and connect Zachary Scott with a network of like-minded advisors for collaboration and access to case study review. This support ensures compliance and regulatory requirements are met, allowing Zack to focus on providing exceptional financial planning services while adhering to industry best practices.

At Mettle Insurance Services, their expert team specializes in life, disability, and long-term care insurance. They provide unbiased advice to ensure you get the best coverage at the lowest possible cost. Since they aren't tied to any specific insurance company, their focus is solely on meeting your needs. From researching options to implementing and servicing your policy, they are here to guide you every step of the way.

Annuities are complex and often confusing, yet they can be crucial components of financial plans and client investment portfolios. Core Income Advisors is a team of experts specializing in finding the best annuity options tailored to your specific needs and situations. They are able to provide unbiased advice and aren't tied to any particular annuity provider.  Their focus is solely on your financial goals. From exploring various options to managing and optimizing your annuity, they offer comprehensive support every step of the way.