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David Ocasio, ChFC, has extensive experience in the financial services industry, starting as a Marketing Rep at Advisors Insurance Group, Inc. David later became a Senior Annuity Wholesaler at Kestler Financial Group+ and currently works as an Independent Financial Advisor at Horter Investment Management, LLC. With a background in media buying at Zimmerman Advertising, David now helps advisors develop capital preservation plans as the VP of Sales/Senior Planner at Highland Capital Brokerage. David holds a ChFC degree from The American College of Financial Services and has completed the Top Producers Edge Program from Southwestern Consulting.