My name is Thomas Wells – a Certified Financial Fiduciary® - & I have been in the financial industry since 2010.  I have been married to my wife, Tami, since 2003 – and have 2 wonderful kids (20-year-old daughter in culinary school and 17-year-old son, a senior in high school) and 3 dogs. My biggest desire is to help families understand how money works - focusing on an educational first approach.  I have been teaching classes on Social Security for many years and really enjoy helping my clients develop a bullet-proof income plan for their retirement, free from market volatility.  Too many advisors simply push products - I focus on building an objectives-based plan held to the highest fiduciary standard. If you’d like to build a new financial plan, review your current one, or simply get a second opinion, I invite you to take advantage of two complimentary meetings. During these sessions, we’ll review your plan from a fiduciary perspective and provide objective, personalized recommendations to help you succeed.

Bill Mapes works with business owners, professionals, and high-income individuals to implement advanced tax mitigation strategies designed to reduce unnecessary tax exposure and improve overall financial efficiency. With a focus on proactive planning rather than reactive filing, Bill helps clients identify overlooked opportunities, increase liquidity, and redirect capital toward growth and wealth-building. He collaborates closely with CPAs and financial professionals to ensure strategies are integrated seamlessly and fully compliant. His approach is simple: strategic planning, measurable results, and long-term impact.

Recognizing that each client has individual needs, Reese dedicates himself to understanding and appreciating each client’s situation before making any recommendations. With a vast knowledge base, he specializes in assisting both individuals and small businesses in pursuing their financial goals.

Reese has a bachelor’s degree in operations management and Analysis from Ashford University. While at Ashford, Reese was inducted into both the Golden Key International and Alpha Sigma Lambda Honor Societies and is licensed by the US Treasury to represent clients before the Internal Revenue Service as an Enrolled Agent.

Previously as a Supply Chain/Logistics Manager, Reese saw key components in the corporate financial planning process (i.e., developing a plan, analyzing financial situations, cost analysis, process flow analysis, implementing new processes, and developing controls to ensure success) could also be tailored to each individual’s situation to assist in achieving both their financial and personal goals

Dave was born and raised in southern California and has been a long-time resident of Orange for more than 30 years.  Dave started his financial career working with first-time home buyers to achieve their dreams of owning a home, after many years there he transitioned to retirement planning and protecting families for their future. Dave is an insurance licensed, personal adviser, coach, and Social Security and Income planning specialist. California Insurance Licensed since 2010 with a background in retirement planning and Income Planning, Asset Protection, and Estate planning. Dave has helped hundreds of baby boomers and retirees with their retirement needs.

Hoyt Robey, Founder & Principle – Personal Economics Financial Group. Hoyt is an experienced CEO in Financial Planning with a demonstrated history of helping you secure your retirement. Strong entrepreneurship, professionally skilled in Financial Planning, Leadership, Team Building, Public Speaking, and Retirement Planning.

Camille M. Tan has been involved in the insurance industry since 2003 and is an advisor in the Naperville area with Van Ham & Tan Financial. She enjoys using a consultative approach to financial planning with her clients. As a graduate of Benedictine University, she actively uses her background in Psychology and Business to build strong lifelong client relationships. Every client is unique and has unique needs and goals, and helping identify the best way to help them reach their goals is priority number one.[boc_spacing height="20px"] Camille is proud to be part of a multi-generational financial services practice focused on meeting the needs of small business owners, families, and individuals in her community. Helping her clients understand their financial goals, and how to achieve them is integral to her practice. With an emphasis on education and understanding, she helps guide her clients on their financial path. They focus on minimizing taxes, building generational wealth, and reducing debt for their clients. Camille has been an active member of the National Association of Insurance and Financial Advisors since 2004, and regularly attends educational conferences to gain more skill and knowledge to keep up with all current industry trends. All of which she uses to help make sure her clients receive the best advice possible. She has been an active volunteer with the National Association of Insurance and Financial Advisors since she started her career. She was named the Young advisor of the Year for NAIFA IL in 2010 and currently she is the Immediate Past President of the Illinois chapter of NAIFA.[boc_spacing height="20px"] Camille is a competitive indoor and open water long distance swimmer; she regularly competes at events all over IL and the nation. She also loves scuba diving and travel. She is a Divemaster and loves helping teach others about the underwater world. She shares her love of scuba and travel with her husband, whom she met at an industry event.

Robert was born in Northern California and raised in the Aiken/Augusta area after moving there as a teenager. Robert received his BS in business management from the University of Phoenix in 2005 and his MS in business management from Southern Wesleyan University in 2007. In addition to building his financial advisory practice, Robert spent 12 years as an adjunct professor at the University of Phoenix, teaching in the areas of finance and economics. Robert is deeply engaged in the community serving in various capacities for several non-profit organizations. Robert and his wife Melissa have three children and eight grandchildren. In his free time, Robert enjoys playing the drums in his church orchestra, playing golf, running with his dog Jake, and vacationing at the beach with his family.

Doug McKay is an Independent Fiduciary Investment Advisor and a Managing Partner of First Fiduciary Advisors. He is also the Founder of "This Week On Wall Street" Radio Show and Blog. He has been educating and assisting clients since 1995. As an Independent Fiduciary Investment Advisor, Doug works for his clients and not a bank or broker.