Task Request From Team Member Casey Short David McEntire Jay Beerley Tony Rizzo Gwen Louie Karen Schwager Kerynne Satterfield Marti Oden Roshal Saenz Teressa Rizzo Tracie Bradfield To Team Member Kerynne Satterfield Gwen Louie Tracie Bradfield Karen Schwager Marti Oden Teressa Rizzo Casey Short Jay Beerley Tony Rizzo David McEntire Task Name Send Request to Custodian: N/A Core Income Gradient Annuity Division Gradient Investment Griffin FS RIA Register Additional Details/Notes