Gary Pittsford, CFP®, is president and CEO of Castle Wealth Advisors, a private wealth management firm based in Indianapolis. For almost 40 years, Pittsford has worked with hundreds of family business owners in all 50 states, helping them with retirement and estate planning strategies to protect their businesses and their net worth, as well as providing one-on-one business consulting and succession planning. Pittsford is involved with the National Cooperative Business Association in Washington, D.C. and is a member of the U.S. Chamber of Commerce Small Business Council.