Honest and always client-oriented, Robert Shemwell III ensures every client who walks through the front door knows they’re his priority—an experience not many insurance professionals can claim. Using his decades of experience, Robert is committed to helping clients solve problems and is dedicated to finding retirement income tactics that fit their unique needs so they’re better able to reach their

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Larry Metzler serves as President of Apogee Financial Services Group, Inc., and Innovative Retirement Solutions, LLC, while also founding Metzler Law, LLC, all based in Moorestown, New Jersey. Specializing in financial planning, estate planning, retirement planning, and related areas, Larry draws on over four decades of experience. Previously, he held roles as a fee-only executive financial counselor at PNC Corporation

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Charles has served in the financial services industry since 1995, working for many of the big names in the industry before becoming independent in 2018. It was then that he opened the doors to Elite Financial Planning Services out of a desire to be able to better serve his clients by offering a broader range of options. Charles enjoys working

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Scott Machen is the Founder and Wealth Advisor for Machen Wealth Management. Scott has been in the financial industry for 11 years, and spent 6 years with Sutley-Wertzer, Inc. In 2015, he launched his own financial management firm in Gold River, CA in order to better serve his clientele. Scott effectively combines his financial understanding and business development expertise with

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Rod has spent the last 30 years in the Financial Services Industry.  A 1989 graduate of Youngstown State University in Youngstown, Ohio with a bachelor’s degree in business administration/ finance  Financial planning is a core focus of Rod’s for individual clients, using programs and concepts that encompass managed accounts, mutual funds, risk management and wealth management products where appropriate. He

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Rick embarked on his insurance career in 2007 after tragedy struck his family. He saw firsthand how a lack of insurance and financial planning negatively impacted his loved ones. His brother died at the age of 43 – leaving behind a three-year-old daughter after being diagnosed with kidney and bone cancer. Rick’s mother was diagnosed with colon cancer within 1

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Conner Toolson is a recently retired basketball player like his dad, Andy. After winning 3 state championships and 1 national title in high school, he went on to play college basketball at Salt Lake Community College where he won another national title. He finished his college basketball career at Utah Valley University and graduated in 2019 with a Bachelor of

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Andy Toolson first obtained his financial services licensing in 1990.  After an 11 year professional basketball career in the NBA and Europe, and 4 years of coaching at the Division 1 level, Andy decided to transition full time into his fascination of financial markets and advisory, and has since worked as a VP/Financial Consultant at Charles Schwab and Company, Key

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Mario Arteaga is the owner of Casa Arteaga Insurance which has helped over 5,000 clients in several states. With over 7 years of industry experience helping people navigate through retirement planning. We have specialized in the retirement space helping people with income planning, Medicare, life insurance and long term care. We believe building a strong retirement plan provides peace of

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I was born in Rexburg, Idaho and raised in Meridian, I graduated from Boise State (I Love Boise State Football), and I got my degree in accounting. During school I found my way to the financial services industry, and once I found it, I knew that’s what I wanted to be doing for my career. I’m about to wrap up

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Jim, one of the owners of EPS (Estate Planning Solutions) Wealth Management, has over 40 years’ experience in the financial services industry as a Certified Financial Planner – CFP®, Registered Investment Advisor, a licensed life insurance agent, and a Certified Legal Document Preparer – CLDP® (wills, trusts, quitclaim deeds, LLC’s, and Corporations). Jim is a people-helper and a problem solver

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Tony Filippone is the Author of the Amazon Best Selling Book, “Financial Planning For The Not Yet Wealthy” that teaches what the average guy needs to know about money but no one is telling him. Mr. Filippone is the President of Rockford Retirement Planning, Inc. His company is devoted to delivering Independent Fiduciary Advice. Tony says “We understand how overwhelming

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Matt Tuft is a Partner and Financial Advisor with Insight Asset Management LLC. Matt holds a BS in Business Administration with an emphasis in Financial Services from California State University, Chico and a Masters in Business Administration from University of Phoenix in Denver. In addition, Matt is a Certified Financial Planner® and a Sports and Entertainment Accredited Wealth Management Advisor™. With

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Dustin Dinges is a Managing Partner and Wealth Management Advisor with Insight Asset Management LLC.  He is a graduate of The University of Kansas with a bachelors degree in Economics and a concentration in Psychology. He earned the Certified Financial Planner designation in 2003. Dustin has enjoyed a long career in the financial services industry.  Prior to joining Insight Asset

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Kevin started in the financial industry in 2016 and joined Gentz Financial in 2022. Prior to Gentz Financial, he worked with advisors across the country, helping their clients create successful retirement plans. Kevin grew up in Lakeville, Minnesota and attended Minnesota State University-Mankato, where he earned a bachelor’s in corporate finance with an accounting minor. Kevin and his wife, Brianna,

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Prior to starting Link Financial Advisory, Richard worked as a financial advisor in the banking industry. Richard serves his clients as an independent financial advisor by providing customized financial strategies using an open architecture platform. What this means to his clients is Richard looks at their entire financial structure, goes out to the market and finds the best solutions and

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Hello! I’m Tom Schilreff. I have been assisting pre-retirees and retirees like you since 1995. Through my programs, I have taught hundreds of people strategies designed to protect and preserve their assets, increase their retirement income, and reduce their taxes. My firm, TNS Capital Group, LLC, was founded in 1996, in Scottsdale, AZ. Today we are proud to be located

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As a former Professor of Psychology, my focus is financial awareness for women, of all ages, at all stages of their lives. The self-assurance and understanding gained by actively planning for their income, investments, healthcare, estate, and legacy has elevated their financial acuity and opened the door to informed decision-making. The dynamics of market movement, interest rates, taxes, and healthcare

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Alan is a State Licensed Financial & Retirement Strategist. He has 15 years experience helping clients improve their retirement strategies with a focus on Index Annuities that protect his clients money and allow for growth and accumulation. Alan specializes in Estate Planning and Retirement Strategies.

Mary is a licensed Investment Advisor Representative, which means she works in a fiduciary capacity, always acting in the best interest of her clients. Mary also holds a Life and Health insurance license as well as Property & Casualty license and she is licensed to do business in multiple states across the country. Mary specializes in income maximization, tax planning

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Jason’s insurance career started in 2010 with Hartford. From day one, he was hooked on the joy and satisfaction of helping to protect families from the unexpected. In 2016, Jason took a leap of faith and started his own company as an independent agent. Being independent allows Jason to always do what is right for the client, not the insurance

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Eddie strongly believes that people should do what they enjoy. He enjoys helping clients save money on their medical expenses, transfer wealth to their kids and most of all watching the relief on their faces when they know they can sleep at night because they have planned for the future. This is by far the most rewarding business he has

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Tim, a graduate of Western Illinois University, is a seasoned professional holding his Series 6 and 63 securities licenses. His dedication to comprehensive financial expertise is highlighted by his recognition as a National Social Security Advisor (NSSA), underscoring over seven years of experience in the industry. Specializing in retirement income planning, Tim ensures clients comprehend and manage the associated risks

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I am a life lifelong Hoosier born and raised in Anderson Indiana, and attended Anderson University where I studied economics and history. After graduating I was fortunate to meet my now wife whom I have been married to for 17 short years living in Fishers, Indiana with our two dogs. I came to the advisory career looking to help people

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Joe Hillman is a Founder and Partner at Wellington Wealth Strategies. Prior to Wellington Wealth Strategies, Joe was a Partner and Co-Founder of TrustWealth Strategies after spending six years at WestPoint Financial Group. During his time at WestPoint, Joe was recognized several times for his success. He was in the Freshman Five as one of the top five first-year producers

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Scott started his career by becoming a licensed health and life insurance agent in 1995 with the desire to help people protect their life’s work and to ensure their insurance coverage fits their needs and lifestyle. In 1998, He started the Complete Solutions concept with the goal of helping individuals as well as business owner’s focus on multiple areas to

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Jon Albrethsen is a native Utahan born in Pleasant Grove, Utah. He graduated from Brigham Young University of Idaho with a degree in Finance and a minor in Business Analytics. During his time at school, he found a passion for wealth management through his upper-level course work helping friends and family by sharing what he had learned. During his senior

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Larry’s mission for 40 years was simple: To help you sow the seeds for your success. Larry’s mission has changed somewhat from the earlier days. His mission is now: Helping his clients understand and develop realistic, secure streams of income during their retirement years and methods for passing their wealth on to their loved ones. Larry started in the financial

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Luanna Romero attended New Mexico Highlands University where she received her Bachelor’s Degree in elementary education.  She’s spent the majority of her career making a difference in the lives of the children she’s taught over the last two decades.   Her curiosity and passion for the financial services industry has grown over her years as a teacher, so she shifted from educating

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I founded Delgado Wealth Management, now known as Wisdom Planning Group, in 2014. Working with clients I genuinely like and who are receptive to our advice brings me immense satisfaction. As an independent fiduciary, I have the flexibility to prioritize my clients’ best interests, ensuring that the financial strategies we develop are tailored to their unique needs and goals. My

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Michael has over 45 years of experience in helping individuals, families and small businesses secure a healthier financial future by planning for life’s expected events – and preparing for the unexpected as well. Early on in his career, Michael recognized that the best clients were informed clients. Therefore, he’s spent much of his time educating prospects and clients on all

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Brian Parker was born in Covington, Louisiana. He earned a bachelor’s degree in marketing from Southeastern Louisiana University. Since 1984, Brian has assisted clients in creating, implementing and monitoring financial strategies. He has achieved both CLU® and ChFC® designations from the American College. Brian is a life and qualifying member of the Million Dollar Round Table and a multiple qualifier

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Joe has been in the financial services industry since getting licensed in May of 1994 where he started out as a captive agent with New York Life. He left New York Life in 1996 when he became the Senior Agent for Comprehensive Financial Resources where he remained until August of 2021 when he joined Lubeck Giesler and Hamm Wealth Management.

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Susan returned to the financial services industry in 2009 after losing her parents and becoming the trustee of their estate. After hands on estate management, she developed a passion for helping others during difficult times of transitions. She found that working with the whole family is critical. Susan has mastered Tax and Investment management and can explain even the most

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Ron graduated from the University of Michigan in 2003, and has worked in financial services for over a decade. Ron possesses the Series 65 license, which makes him a fiduciary Investment Advisor Representative, obligating him to give investment advice in the best interest of the clients. Ron strongly believes in continuing education in order to better serve his clients. He has achieved the following credentials: FICF, FSCP, RFC, and RICP,

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Greg began his career in financial services in 1996, helping families with their insurance needs, and quickly learned of the importance of helping his clients make “fact-based decisions” about their finances. He is steadfast in his belief in the only way to provide his clients the advice they require to make such decisions is by creating a formal financial plan

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Mike Roberts has more than three decades of experience in the financial services, insurance, and risk transfer industries. He has a deep knowledge of – and experience working with – individuals, business owners, and family offices, making him one of the country’s top leaders specializing in risk transfer strategies and wealth creation by providing both sound financial advice and peace

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Donald was born and raised in Jamaica and had the opportunity to be exposed to a variety of cultures due to his family’s military background and travels. He credits his values to his grandmother and his discipline to his strong and loving mother, who supported him and his three siblings. Along with his wife and two children, Donald has experienced

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George began his financial professional career in April 1979 with John Hancock Life Insurance Company. After a distinguished career with John Hancock qualifying for their Regional and President Clubs, George moved to Florida with his family in January 1982. He continued his financial career as a conservative retirement specialist and founded Safe Harbor Retirement Group LLC in April 2015. When

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Jamale was born and raised in Bowling Green, Ky. He graduated from BGHS in 2017. In college, he attended and played football at the Naval Academy and graduated from WKU with a  degree in Economics.

As a native of Littleton, CO, Evan Kramlich attended the University of Colorado at Boulder and graduated with a degree in Finance from the Leeds School of Business. After working as an accountant and financial analyst for several start-ups, he decided his passion was to work with individuals and families to help them create custom financial plans. He began this

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Duane worked his way through college as a teller and loan officer for Seafirst Bank in Seattle, Washington. He attended Rick’s College (now BYU Idaho) and the University of Montana where he played football and wrestled, while pursuing a degree in business management. After college he worked for Lyons and Associates a full-service insurance agency in Salt Lake City, Utah

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I, Patti Ruiz, am the founder of Inspired Financial Strategies LLC.  I am recognized in my community and in the industry as a leader who deeply understands the goals and needs of my clients.  As an Independent financial advisor with over 30 years in the financial services industry, I specialize in  working with clients to create plans and a vision

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James Ball served six years in the US Navy in the nuclear submarine service after high school. With the cold war at its height, it was a very interesting time to be in the clandestine business. James went to college after the military and earned a Cum Laude degree in Accounting with a minor in Economics from Loras College in

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Allen was born in a suburb of Chicago, IL and raised in Henderson, NV. Growing up in a very close knit, blue-collar family taught him many important life lessons from an early age that emphasized the value of service to others over self, the importance of hard work, and the courage to stand for one’s beliefs.   Allen spent most

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I have been a practicing financial advisor since the early 1980s. Most of my career has been focused on clients in or approaching retirement. One of the cornerstones of my business is family. I take special care with my clients on family issues related to asset and estate planning. Whether dealing with asset protection from long-term health care costs or

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Vance has 20 years of experience as a licensed financial advisor. Specializing in retirement planning for Strategic Financial Concepts, Inc., he enjoys putting together all the pieces which compose a successful retirement. Vance and his wife, Marcia, are active in their church and various community organizations in the Wichita area. When not home, they enjoy traveling and visiting their daughter

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Parsa Vahid is the president and owner of Strand Life Wealth Management. With over 10 years of experience in financial and insurance services, Parsa is a financial advisor who specializes in tax-efficient strategies, wealth management, and risk management for high-net-worth clients. His clientele includes professional athletes, corporate executives, attorneys, physicians, and entrepreneurs. Parsa oversees all operations of the company.

Kristal Curley is not your typical financial advisor. With a passion for both securing her clients’ financial futures and embarking on thrilling adventures, Kristal has crafted a unique and fulfilling life for herself. Kristal’s journey has taken her across the realms of finance, family, and exploration. Kristal’s dedication to her profession is only one facet of her dynamic personality. Beyond

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Ben works as the Chief Business Development Officer for Alliance Wealth Advisors. In this role he manages and runs development and marketing channels. His time is spent connecting with professional relationships and strategic alliances, as well as those individuals who are interested in meeting our firm. Ben is an Investment Advisor Representative as well as a National Social Security Advisor

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Justin Gerow has called Southwest Florida home for the past 33 years.  Upon graduating from Charlotte High School in Punta Gorda, he continued on to Duke University where he received a B.A. in Economics in the year 2000.  After a short stint with Dell Computer in Texas, he entered the financial industry and returned to Charlotte County in 2005 to

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Mark is from southwest Louisiana, the heart of Cajun country. Mark attended Texas A& M University and then spent the next eight years serving in the U.S. Army. After leaving the Army in 1998, he started his financial services career in institutional money management, where he managed pension and 401(k) plans and assets until becoming a personal financial advisor in

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Susan grew up in Falmouth. She graduated from Boston College with a Bachelor of Arts in Economics in 1993 and earned her law degree from Boston College Law School in 1997. After graduating from law school, Susan worked for PriceWaterhouseCoopers in Boston and Philadelphia in their multi-state corporate tax consulting groups.  After leaving PriceWaterhouseCoopers, Susan moved back to Falmouth with

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Nicolas attended the University of Houston, where he followed the Personal Financial Planning track and graduated with a Bachelor’s degree in Finance. After graduation, he worked at Edward Jones before joining us here at Open Range Financial Group. As a financial advisor, he is passionate about educating people on the importance of planning for the future and helping them achieve

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Garret is an investment advisor representative at Open Range Financial Group. He works alongside our financial advisors, including his father, to provide essential financial guidance and support to our clients. Garret has been with Open Range Financial Group since 2016, but his history with our firm goes back much farther. He grew up watching his dad—our founder, Kale Hanson—make a

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Michael Martinelli is the Vice President of Martinelli Financial Services and joined the firm in 2013. Mr. Martinelli is a registered Investment Advisor Representative who holds his Series 7, 63, and 65 and life and health insurance licenses. He has earned the Financial Services Certified Professional (FSCP) Designation from the American College. He has also earned a Degree in Finance

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Ernest M. Martinelli is the President of Martinelli Financial Services and founded the firm in 1981. Mr. Martinelli started the firm with an emphasis on Employee Benefit Plans. Working directly with corporations and their management allowed him to continue to expand his practice into Retirement Planning, Investment Management, and Estate Planning. Mr. Martinelli holds his Series 6, 63 and 22

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In spite of the market volatility, Brian has been successfully guiding his clients to achieve maximum financial outcome without experiencing the disappointment of the market risk. His clients have the peace of mind, knowing that their nest-egg is protected from the down-curves of the market corrections. In this day and age, we all are living healthier and longer. That’s great!

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Ngoc Le is a passionate educator, retirement income strategist, and co-producer of the documentary film, “The Baby Boomer Dilemma.” With a master’s in education administration, she directs her business success abilities toward education. As co-founder of Citrine Financial Solutions, she hopes to inspire others to turn their financial education into “edu-action.” Ngoc was born in Vietnam and escaped the war on a

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More than 30 years ago, Tony Ristaino entered the financial services field with a tenacious, hard-working spirit and a passion for helping people solve problems. Tony is a CERTIFIED FINANCIAL PLANNERTM professional, having completed a two-year course of study and passed six rigorous exams leading to a comprehensive knowledge of personal finance issues. He earned the Chartered Financial Consultant®, an extensive designation

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As a New York native, John attended the State University of New York at Binghamton where he studied accounting.  After graduation John began his career at Ernst & Young LLP, where he obtained his CPA license and worked in the Entrepreneurial Services Division as a Senior Audit Associate. Following this, he worked at the New York Stock Exchange in its Market Surveillance Division.  John then operated

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Boo Andersen believes financial education and having a team of honest, competent  professionals is the cornerstone to making sound financial decisions. Boo takes a great  deal of time getting to know each person he sits down with to ensure their retirement  plan is personalized and built to their unique needs.  His passion to be a financial advisor and educator began

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Matt Hepburn is a dedicated and passionate financial advisor with a deep commitment to his clients’ financial well-being, Matt has established himself as a trusted advisor in the local community. His extensive knowledge of financial markets, combined with his caring nature, allows him to guide individuals and families towards achieving their financial goals. Born and raised in Philadelphia, Matt developed

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With decades of experience, Scott Williams joined PEAK American in 2008 just as the Great Recession was unfolding. Since that time, Scott has helped thousands of families navigate some of the toughest economic times and fast-changing shift in how we live, save, and invest. Over the years he’s developed an even deeper passion and proprietary methodology for empowering clients across

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Plan your financial future with an advisor who starts with you, your needs, and your goals. My clients are not numbers. They’re people who want to achieve their personal and financial goals. Whether it’s sitting on a beach in Bora Bora, living in the home of your dreams, or retiring with an active and engaged lifestyle, my planning process starts

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If you have had any previous experience with a financial advisor, chances are the conversation revolved around how much money you have, where it’s located, we can do a better job.  It would seem that most investment firms share the same singular focus of trying to find better products that earn a higher rate of return – which often means

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“Independent ideas. Topnotch advice. Commitment to clients.” Noah Paige is the Operations Manager at Flight Financial Group, working mostly behind the scenes to keep things running smoothly and efficiently. He is driven by the success of our clients and the relationships formed with them. Noah’s goal is to continue on his path to becoming an advisor and to begin assisting

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Gary is a member of The Association of Financial Educators and Adult Financial Education Services and a Master Registered Financial Consultant. For over 25 years he has helped his clients live their best life in their senior years by helping them grow, protect, and distribute their assets as well as leave great legacies to their loved ones. As a young 26-year-old

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Greg DuPont is the Founder of DuPont Wealth Solutions, The Law Offices of DuPont & Blumenstiel, and The Wealth Solutions Network, a national network of Financial Advocate attorneys. He is a contributing author of the best-selling book The Recipe for Success with Jack Canfield. Greg has also been featured as one of Ohio’s Top 100 Lawyers and is a recognized

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As an Investment Advisor Representative, John Congdon is a fiduciary who puts his clients’ needs first.  Originally from the state of Michigan, John’s financial planning story starts at a young age. When his grandparents passed, he saw firsthand the importance of being prepared. His father, a masters level CPA, struggled through probate and his family paid exorbitant taxes that could

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My humble upbringing in Eastern Oklahoma taught me to be proud of everything you achieve through hard work. My clients work hard to support their families and their communities, and I want to help them protect and grow what they earn and invest. In addition to working with clients, I volunteer for several non-profit organizations, including the Oklahoma Adaptive Sports

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Ken L. Stone is a nationally recognized financial educator, author, speaker and retirement planning expert. With over 30 years of experience working in the financial services industry, Ken brings extensive knowledge of investment, money management, and successful retirement planning strategies to the table. Ken holds a Bachelor of Science in Accounting from Central State University and an Executive Certificate in

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While attending Villanova University, Rick started his first apparel company. After 17 years building and selling two companies, Rick was recruited into the wealth management industry, taking a Vice President position with AllianceBernstein in 2005. Over the years, Rick continued his involvement with the active apparel industry, assisting in mergers and acquisitions as well as fiscal planning for several apparel

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Sean MacRory is dedicated to helping his clients build, manage, preserve, and transfer their wealth. As a Senior Financial Advisor and founder of Fulshear Wealth Management Group, he takes pride in truly getting to know his clients, learning what’s most important to them, and developing financial plans to guide their financial journeys. With almost two decades in the industry, Sean

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David has been working with individuals and businesses for 29 years. He has extensive personal and professional experience and continues to update the financial strategies and products he provides to his clients based on current and future economic conditions. David is a Certified Financial PlannerTM, a fully licensed securities broker, and a LUTCF. This range of experience allows him to

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Lisa is a Financial Advisor and founder of Carlson Wealth Management. She has nearly 20  years of experience in the insurance and financial services industry. Prior to starting Carlson  Wealth Management, Lisa established a wealth of knowledge in various sales leadership  and marketing positions at leading financial services corporations. She helped top financial  advisors understand various financial instruments to make

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I have devoted the past five decades to assisting clients in safeguarding their financial future and navigating the intricacies of retirement planning. Trusted by clients across generations, I have earned a reputation for providing sound advice ensuring the financial security of families. When it comes to Social Security planning, I have immersed myself in comprehensive research, diligently studying every publication

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Graduated from U. S. Naval Academy (B.S. Mathematics) and U. Wisconsin – Oshkosh (M.B.A). Designated Ramsey Solutions Master Financial Coach since 2014. 401K Fiduciary Committee Member 2018-2021. Life and Health insurance licensed in Illinois since 2017. Preparation of income tax returns with AARP/IRS VITA since 2017. Intuit Full-Service TurboTax Product certification since 2023. Retirement Researcher Academy member since 2018. Helps

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Douglas Langford has been in the financial advising industry for over 18yrs. His experience includes being in the top 1% of advisors nationally through the MDRT qualification criteria. In addition, he is registered as a fiduciary with the SEC. He has been teaching on social security education and planning since 2008.

Dagean Larsen is a retirement insurance professional focused on helping each of his clients retire with dignity and live out their dreams in retirement through well thought out strategies for their retirement income. In 2006 he married his wife, Sharah and they live in Longwood, Florida with their two sons, Elijah and Deagan. Dagean began his career in 2009 after

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Jason Reed aspires to improve families’ financial situations by teaching them about financial investing. He has an economics degree from SDSU, is educated with blockchain technology and holds a diploma in financial modeling and valuation. He prioritizes his relationship with his young daughter and his family, and has shown unwavering fortitude in the face of adversity and uncertain markets. His

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Josh Gifford is a Wealth Strategist with Premier Southwest Planning Group, LLC. He is also the Principal and CEO of Integrity Wealth Partners, AZ LLC.  He is an Investment Advisor Representative in Arizona and serves as a fiduciary to his clients. Josh’s financial career began over ten years ago with the desire to plan for his family. Financial literacy and

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I Believe People Should Be Able to Enjoy Their Retirement Years. To that end, I offer Safety, Certainty and Peace of Mind when it comes to retirement income. I love using my knowledge, network, and experience to help people understand their options when it comes to tax advantaged retirement income. I have worked in financial services since 1999 and have

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Scott Norris started in the financial service industry in 1999 with Prudential Financial. Scott holds a Series 65 (Uniform Investment Adviser Law) and is an Investment Advisor Representative with Royal Fund Management, LLC. Scott believes when it comes to retirement, it’s important to be able to “Sleep Well At Night”. By being an independent advisor, he can choose from some

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Sonji Rollins Tucker is the owner and lead advisor of SRT Wealth Design Group, LLC. With over 24 years of financial planning, retirement solutions and money management experience, Sonji has a passion for understanding the complex language of finance and helping people clarity, and peace of mind. Sonji holds a Bachelor of Science in Finance and is a dually licensed

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John D. Jaicks is the founder of S3 Retirement Planning, LLC, an independent financial advisory dedicated to the advancement of retirement education and planning.   Clients appreciate the wealth of knowledge John D. Jaicks brings from over 35 years of investment industry experience.  Prior to his financial career in Utah, John spent twelve years on Wall Street working in international

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Ronald Tetley is an Investment Advisor Representative and licensed insurance agent with comprehensive knowledge of retirement, wealth enhancement, and estate planning issues. Ron is a well-known financial advisor in Akron, Ohio. Since 1994, Ron has focused on helping individuals avoid common, costly financial mistakes. The majority of his time is spent meeting with prospective and established clients. Ron resides in

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Robert (Bob) Ward has held senior level planning positions for over 40 years, with three Fortune 500 companies and one state agency. He is currently Chief Executive Officer, and Financial Architect, for Oaks Financial Services LLC, where he concentrates on the areas of tax, estate, and distribution strategies for individuals and small businesses. He is one of only 200 Financial

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Mike Corrigan is the president and owner of Corrigan Financial Services, Inc. which was established in 1980 as an independent financial service and consulting organization. Mike and his staff work with individuals, families and business owners to better prepare them for their financial future while sorting through the maze of challenges they may confront throughout their journey. Education is an

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Gabriel was born and raised in Greenwood Indiana and graduated high school in 2014.  He then went to college and earned his associate’s degree in Business Administration in 2016 at Ivy Tech.  During college he worked various retail positions, and was promoted to a supervisor position at Club Demonstration Services. After graduation, he started his career in the insurance and

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Born in Michigan. BA in Economics. Employee Benefits to Project Management to Advisor at Abri who specializes with medical professionals and successful professionals. Engaged and loves to rock climb.

Born in Kentucky. BS in Engineering. Engineer at Toyota to Operator in Private Equity to Advisor at Abri who specializes with small businesses. Married to Fran and love time on the boat together.

Known as the Financial Chef, David Ortiz is dedicated to serving up recipes for financial confidence that leave his clients savoring life and the opportunities they long have craved. David entered the financial services industry in 1998 and founded Financial Chef Asset Management nearly a decade later. With well over two decades of experience as a financial advisor, David is a

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Originally from Annapolis Maryland, John studied for his bachelor’s degree at both Flagler College in St. Augustine, Florida & The University of Central London in England. He graduated with both a degree in history and a minor in political science. During his summers while attending school, John gained experience in the financial services field through internships. Upon graduation John began

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I’ve always been passionate about helping people, whether it’s assisting someone with technology, lending a neighbor a hand, or educating clients on retirement best practices. So many people are inadequately prepared for the financial curveballs life throws at them. My mission is to work with as many people as possible as they prepare for life’s uncertainties and build up sufficient

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Michael G. O’Neil is a Financial Advisor, husband, and father to two boys in Hanover, Massachusetts. He is an avid golfer, who also enjoys skiing, coaching youth sports and spending time in his community. Mike graduated from the College of the Holy Cross in 1995 and was commissioned a 2nd Lieutenant in the United States Army immediately after graduation.   He

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Josh first entered financial industry in 2001 for a Wall St. firm headquartered in the World Trade center. He was fortunate to be across the Hudson River in NJ for training on 9/11. Ever since a college elective class captured his imagination, Josh has been passionate about investing. However, he grew disillusioned with the self-serving nature of Wall St. and

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A lifelong resident of San Diego, Brandon received his BS and MBA from San Diego State University. His finance career started in commercial real estate investment, until he felt called to make an impact for the people in his community. Brandon now enjoys a fulfilling practice helping individuals and families navigate their financial journey as a CERTIFIED FINANCIAL PLANNER™ with Newport Wealth Advisors in San

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As an entrepreneur of 26 years, Michael is renowned for his ability to give other professionals the insight and advantages needed to elevate their lifestyle. As such, he challenges his clients to step outside of the norms society has placed on them as a means of earning both financial and time freedom. Michael is deeply passionate about using creative solutions

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Kirk has used his expertise to help clients reach their financial goals for more than 40 years. Kirk entered the financial services industry in 1980 after graduating from the University of Kansas with a bachelor’s degree in business administration. Originally called ArMA Financial Services Inc., Kirk began working at the company in 1995, serving the needs of families, physician groups,

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After graduating from the University of San Diego with an Industrial and Systems Engineering degree, Chase worked as an engineer in the aerospace industry for companies such as L-3 and SpaceX. Originally from Scottsdale, Arizona, where he grew up, Chase runs the San Diego office, is licensed in California to sell insurance products, and holds a Series 65 registration. He serves

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Bob brings his clients over 40 years of experience and a wealth of expertise in many areas including; customized individual financial plans, investment management, executive benefit and business succession plans, education funding, retirement and estate planning. Bob works with a diverse clientele which includes affluent individuals and families, business owners and executives, professionals and retirees. Bob is a Series 7

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Born in Michigan. BA in Theology. CLU®, RICP®, GBA 1®. Award winning career spanning Corporate Finance to Personal Finance to Personal CFO. Married to Kristin with six children who love to read and go on outdoor adventures.

Sean Reading is a Certified Financial Planner™ and Founding Partner.   Since 2004, he has helped hundreds of individuals, families, and small business clients meet their financial objectives. He seeks to understand each client’s individual situation and goals, and then works with them to develop a straightforward plan that is easy to understand, promptly implemented, and reviewed periodically. Before becoming a CFP®

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Tyler has his bachelors in Professional Sales from Weber State University. He has spent over a decade in the financial services industry helping families successfully plan for retirement. During his time at Capita, Tyler has presented to thousands of retiree’s on the subject of retirement planning with a special focus on strategic social security planning. Tyler enjoys spending time with

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Ricardo Gonzales is Director at Family Assured Life and an Investment Advisor Representative with Family Wealth™.  Better known as Ricky to his clients, Ricky grew up in Corpus Christi and left to Arlington, Texas at the age of 17 to attend the University of Arlington to seek a better life and opportunity. As a first-generation college graduate, Ricky understands first-hand

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Blair brought his competitive spirit and disciplined approach to Tushaus Wealth Management in 2015, when he joined the firm and obtained his Arizona insurance license. He became Series 65 securities licensed as an Investment Advisor Representative (IAR) and fiduciary in 2019. A former collegiate football player and offensive lineman at Brigham Young University from 2010-2012, he transferred and finished his

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Joe is a Investment Advisor Representative in the St. Louis area. As one of three managing partners with Gateway Capital Advisors, Joe focuses his practice on investment consultation, working one-on-one with clients to take a comprehensive approach to retirement income planning. He has served numerous clients throughout his career, using his experience to help ensure his customers’ financial decisions are

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Shaun is a Investment Advisor Representative through Woodbury Financial Services. As a managing Partner of Gateway Capital Advisors, he focuses on taking a consultative and comprehensive approach to wealth management and retirement income planning for individuals, families and business owners. This approach allows him to match his client’s interests, values, and beliefs with the most appropriate financial instruments available in

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Dustin is a Investment Advisor Representative through Woodbury Financial Services. As a Managing Partner of Gateway Capital Advisors, Dustin enjoys taking a consultative approach to Financial Planning; this enables him to serve the complex needs and issues of successful families and businessowners. “My primary objective is to be a trusted resource not only for my clients but for the ones

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Tim has been licensed in the insurance and security industries for over a decade. He currently holds insurance licenses in Life and Health and Property and Casualties. He currently holds a Series 65 security license. Additionally, he also holds a Real Estate license in Kansas and Missouri. Tim Currently is a partner in the Brett Reid Group, which owns an

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Chris Wadington moved to Kansas City in 2000 (from Schaumburg, IL) with a scholarship for track and field and cross country at the University of Missouri – Kansas City and received degrees in economics and business administration. After graduating, Chris spent 15 years in an elevated pace, highly task-oriented business catering to residential consumers, business owners, and high-level corporate clients. Chris’s true passion for helping people find freedom and

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Jennifer S. Sale is a Financial Educator and a licensed Financial Professional in multiple states who believes success should be measured not just by your financial well-being, but by how confident you feel about your financial future. With over 18 years of financial industry experience, her mission is to help individuals and families reach their financial goals through a personal

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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

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Slava moved to Sacramento from Ukraine in 2005.  He studied Business Finance and Insurance at California State University – Sacramento achieving his undergraduate degree.  After graduating he proceeded to work for a Fortune 50 bank. In that fast-passed environment Slava was able to quickly achieve the title of Branch Manager.  Desiring the best for his clients he became an independent

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Vlad moved to the United States in 1989 from the former Soviet Union.  Growing up there gave him a unique view of the financial world. That is why his passion and calling in life is to help families and business owners become financially secure without taking unnecessary risks. He started his career in 2002 with a Fortune 100 company and

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John joined Solera in 2019 with 15 years in the financial planning industry. His experience ranges from providing individual retirement and comprehensive planning to training financial professionals while on a regional team with a well-known insurance and investment company. He shares our high value of people and provides advice in a consultative style. John is our resource for Medicare planning,

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Kevin is a retirement insurance professional with years of experience in the world of finance.  Kevin has built his business through dedication, practicality, loyalty, & trust. With his client’s goals in mind, he brings their retirement into focus. He does this by empowering his clients with knowledge that will enable them to make informed decisions for their future. He also

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Dave was born in McCook, Nebraska in a small ranch and farming community.  Upon graduation from High School Dave attended college for a year and then joined the United States Navy from 1970-1996 when he retired.  His tenure in the United States Navy was diverse as well as challenging and tested his endurance and his leadership roles.  He completed two

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Jim is a native of Newport News. He realized his passion for finance at a very young age. His enthusiastic and ambitious attitude fuels his passion to help other young people succeed. Jim’s mission is to teach other young people the fundamentals of saving and accumulating generational wealth.

A sixth-generation St. Petersburg resident, Pegge’s approach has been shaped by her many life experiences. These include serving as a senior executive in the utility industry prior to becoming a Financial Planner. She credits being a wife, mom, grandmother, and caregiver for an aging parent with giving her the vantage point to understand many different perspectives. Believing that no two

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I have always felt it was my job to help people reach their goals and dreams. Much of what I did and still do it to educate people on the best course of action for today and to help implement things that can help them in the future. As a result, my extensive experience and knowledge gained throughout my years

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Kimberly Pohler has worked in the insurance and financial profession for over 16 years. Her practice focuses on empowering individuals and families through education and implementation to help navigate the seasons of change that take place throughout their lives. She is an accomplished author and speaker on the topic of meaningful and purposeful retirement planning.

Paul Harding, a 45-year resident of the Phoenix Metropolitan area, has been co-founder and managing partner of Liquidity Partners, LLC since 2007. A Registered Representative, Investment Advisor Representative, and a licensed insurance professional, Paul and his team work with their clients developing and servicing retirement plans that are aligned with their family’s goals. Liquidity Partners client engagement is focused to

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Dean Statler has been in the financial industry for more than 16 years, helping his clients improve their quality of life through his relationships and expertise in the financial field. He is deeply committed to helping families of all ages and backgrounds gain immediate control of their spending, debt, savings, and taxation to build the best retirement for his clients.

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Jim Cooper is a Certified Financial Fiduciary and has recently relocated to Central Florida from New Hampshire. He was employed for 30 years in the defense industry and while working earned a Bachelors Degree in Business Management from Leslie University in Cambridge MA. Jim’s career in the Defense Industry allowed him to travel the world conducting training classes and providing

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Jeff Goodman first entered the finance and insurance industry in 2008. He has spent the bulk of his career coaching hundreds of financial advisors across the country, as they sought to serve pre and post retirees toward having a worry free retirement. Today he’s working directly with his community to help answer some of life’s biggest concerns as it pertains

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David Harris received his BA degree from Brigham Young University, and a MBA degree from Thunderbird, The American Graduate School of International Management. Mr. Harris worked for several years with the Franklin Covey Company, where he was invovled in marketing, custom training coordination, and intranet development and management. Mr. Harris also worked with Raytheon Corporation’s aircraft division with the Human

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Weston W. Adams was born and raised in Cedar City, Utah where he graduated from Canyon View High School. Upon graduation he spent one year traveling the state and country as the Utah FFA Association Vice President where he learned and practiced crucial leadership and interpersonal skills. Weston has been heavily involved in the agriculture and local communities in Southern

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David Fortosis is a CERTIFIED FINANCIAL PLANNER™ and has been providing financial advice to individuals and families since 2013. He has a bachelor’s degree from Calvin College where he studied business and played on the men’s soccer team. After spending a few years working in the non-profit sector, he entered the financial services industry. He lives in the western suburbs of

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Israel Pinto has been in the Financial Services space for over 22 years. He had a truly transformative moment in the late 90’s seeing the concern his Parents and Grandmother had watching the stock market ups and downs. He knew there had to be a better way. After many hours of studying financial vehicle’s he came to a realization that there

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Pat began his professional career with Eastern Air Lines as a part time airport sales and service agent while still in college. During his 12 years with the carrier, he rose through the ranks to a Director level position overseeing government and military sales. After the company ceased operations, Pat took on a couple of other management positions with local

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Joe Fenstermacher is an Investment Advisor Representative with Centaurus Financial, working primarily with individuals and small businesses. He has 27 years of experience in the financial services industry, specifically helping his clients plan for the future through insurance, tax and retirement income planning. He has built his practice around exceptional customer service, dedication, and a focus on the unique understanding

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Rheannon Boddie is a CERTIFIED FINANCIAL PLANNER TM specializing in life transition financial planning. Planning for life after a death, a divorce, or retirement can seem daunting but Rheannon believes that with the right tools and strategies these transitions can be seamless. Rheannon is passionate about helping people plan for today, tomorrow, and beyond. She graduated from the University of Michigan and

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Dan Rhoads grew up in the Upper Perkiomen Valley, participating in high school swimming and water polo, and Boy Scout Troop 108. He graduated from UPHS in 1996. Dan went on to Lehigh and Cornell Universities to study molecular biology, and lived in Cyprus (member nation of the European Union) for 8 years before returning to the USA. Like many,

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Miguel has a Bachelor’s Degree in Business Finance from the University of Texas in El Paso. Miguel graduated from the University of Texas in 2014 and became a Licensed Insurance Agent a year later. Miguel is Bilingual & fluently speaks Spanish. He is licensed in multiple states & lives in Austin, TX. Miguel has a wife & daughter, named Paloma

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Bryant attended Texas State University where he received a Bachelor’s degree in Exercise Science in 2006. Bryant then went on to get his MBA from Capella University in 2016. Bryant has been a Licensed Insurance Agent since 2018 & is passionate about his family, community and the insurance industry.

Founding Partner and registered principal at Upward Wealth Group, Tom brings 32 years of experience to the Firm. Entering the Financial Service industry on the corporate side, he has significant tenure with industry leaders such as John Hancock Financial, Dreyfus Funds and Morgan Stanley. Believing that he could have a greater impact within his community, Tom entered the client side

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Ed Cottrell has been in the financial services since 1994. He obtained the Certified Long Term Care Certificate and The National Social Security Advisor Certificate. He is a Financial Advisor / Investment Advisor Representative and has been teaching financial techniques and strategies in multiple states throughout the US. I am happily married with 3 grown kids and 3 grandkids. I

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Global inflation, National Inflation, Stock market constantly loosing more than it gains, recession looming the near future, financing another war and now we are looking at higher taxes. On top of it all I want to retire, How can I do It??? Hi, I’m Tim Hoppes I’m a retirement specialist. My job is to teach you how to plan a

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Ken Greene is an educator and advisor. He has a passion for learning and teaching. Ken graduated from the University of Nevada, Reno (UNR) with two bachelor of science degrees, where he majored in electrical and civil engineering and minored in mechanical engineering. He has been a licensed Professional Engineer (PE) in civil engineering since 2005. Ken Greene is a

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A 30-year investment industry veteran, with experience as a successful financial planning professional, as well as an institutional distribution executive. He has helped thousands of individuals protect their wealth, their future, and their legacy. In addition, he has consulted for REITs, Hedge Funds, insurance companies, and large investment firms to create product, platforms, and the infrastructure for distribution. In the

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Juan Carlos Cruz, Financial Professional and Founder of Britewater Financial Group, work hard to help his clients gear towards financial freedom in retirement with little risk. After 22 years in the financial industry, Juan has a vast knowledge of designing financial plans to fulfill his client’s financial objectives. Along with his years of experience, he earned a degree in Business Administration

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Mike is a 3rd generation Nevadan, born and raised in the Reno/Sparks area. In 2020, he began working in financial planning as a licensed advisor assistant. In 2023, he became an Advisor with MC2 Wealth Solutions where he specializes in assisting individuals and small to mid-sized companies with investment strategies, financial planning, risk management and retirement readiness. He and his

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President and Founder of The 818 Group, LLC (formerly Chapman Wealth Management). In 2018 Keith opened Think818, LLC, a Texas State Registered Advisory Firm. Keith just entered his 26th year in financial services utilizing macro-economic truths to allow clients to discover their full financial potential. Keith is an expert at utilizing a premier planning tool of one of the nation’s

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As President & CEO, Chris has over 30 years of experience in the financial industry. Chris focuses on comprehensive planning for families, business owners and executives. He has helped hundreds of families take a commonsense approach to their financial planning. Chris holds the Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®) and Certified College Planning Specialist (CCPS®) designations from

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15 years ago, life was rocking along well. I was game-fully employed in the Energy Industry making over a 6 figure salary, my spouse and I had just purchased a home to fit our family until we retired, and we were living the American dream with our 2 daughters and son. Our kids where bright with college in their futures,

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How many of you have had an “aha moment” that has changed the direction of your life? Let me share 3 “aha moments” that changed mine. I started my career as an engineer in the Oil & Gas industry but didn’t feel I was achieving what I wanted to in my career; I didn’t have a passion. I realized I

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John grew up in the Sunbury, PA area. He attended Sunbury Area High School, Bloomsburg College, Bloomsburg, PA where he majored in Political Science and Baptist Bible College, in Clarks Summit, PA where he majored in Theology. He entered the insurance and investment business in 1970 as an agent for The Prudential Insurance Company in West Wyoming, PA. In 1973,

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For over thirty-five years, Peter has worked with families and business owners to help them plan their financial lives efficiently. Whether it’s saving for their own retirement, elimination of debt, or protecting themselves, their loved ones and their assets from risks and unnecessary taxes, these are just a few of the skills Peter can bring to bear. Peter is a

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“Helping my community is my passion.” Dennis has extensive experience and proven integrity in Estate and Financial Planning Services. Additionally, he has provided Insurance and Business Continuation Planning services. Dennis has served on various boards of the Somersworth Chamber of Commerce. Recently semi-retiring, Dennis maintained his life and health insurance licenses and is continuing with the firm in other roles.

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“Turning my client’s visions into reality is my passion.” As a former professor, Catherine brings extensive math, science and education experience which helps her assist her clients in identifying and implementing their financial strategies. She is a Retirement Income Certified Professional focusing on growing, as well as securing, assets. Catherine has served on several educational grant writing committees, volunteering numerous

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Hi, my name is Kimberly Causey, I am the CEO and Founder of Guidance With Authority LLC. My practice seeks to offer solutions to help “Guide Clients” to a desirable and meaningful financial goal to help protect what matters most. I have over 26 years insurance industry experience and I am licensed to sell in 31 states nationwide. Before becoming

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Jason lives in Smyrna, GA with his wife and two sons.  He has always had a passion for helping people.  He’s spent the last 15 years working with individual clients and families in Atlanta and across the US, helping them to align their money with their goals and values.  He believes that there is not a “one size fits all”

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David started his career in 1994 with a Wall Street firm helping people invest and manage portfolios. His clients range from individuals and families to business and retirement plans. In November of 1999, he started Alliance Advisors and ultimately Alliance Advisors Wealth Management, a Registered Investment Advisor. He graduated from University of North Carolina with a degree in Economics and

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Retirement Planning must include Tax Planning. I started doing taxes in 1996 as a California Tax Education Council tax preparer and I have prepared tax returns since 1997. In 2010 I passed all three Internal Revenue Exams to become an IRS Licensed Enrolled Agent. I completed my Bachelors in Business Degree and my Masters of Science in Accounting. I then

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Lloyd P. Hebert is the owner & founder of Hebert Financial Services. He has been in the financial services industry for more than 35 years. Lloyd is a registered representative of Cetera Advisors LLC, a registered broker/dealer and member FINRA & SIPC. He is a lifetime member of the prestigious Million Dollar Round Table based on sales, as a member

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Brian has been empowering clients to make well-informed financial decisions for over 15 years. He cofounded Wilian Financial Group because he is passionate about guiding others toward true financial security by developing comprehensive retirement plans that fit their unique needs, values, and desires. With a finance degree from Bethel University plus ongoing industry education, Brian brings a great depth of

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Will cofounded Wilian Financial Group with a heart to meet and serve people where they are at. Everyone has a unique story, and he is passionate about delivering a seamless and holistic experience to allow clients the freedom to continue authoring their next chapter. At the center of everything Will does is his faith, his family, and having fun. Growing

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Craig Judd is a retirement specialist and President of Smart Financial. He has devoted over 21 years of his career to preserving and growing the financial assets of pre-retirees and those already retired. Craig understands that there is not a one-size-fits-all approach concerning retirement, and he uses effective strategies and products to customize each plan based on the unique goals

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Andrew attended United States Air Force Academy and The University of Oklahoma while playing on both football teams on scholarship. Andrew is licensed by the state of Oklahoma for life, health, and accident insurance. He has gained much of his knowledge from his years of experience in the insurance and financial industry. Andrew started in the insurance and financial industry

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Jonathan has been serving and helping families with Retirement and Investment Planning for over 20 years in Western NC. He has a passion to educate and empower his clients to help them gain the financial knowledge necessary to navigate the different phases of retirement. His main focus is to help secure his clients retirement income thru proper planning and maintaining

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Chris graduated Gonzaga University with Honors in 2007. While his family lineage would have dictated that law school was next Chris instead was hired at the Everett Police Department. In 2011 Chris left his 9-month-old son and wife and went on his last deployment to Afghanistan. Upon returning and having his daughter in 2013 he left Everett PD. Beginning in

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In 2021 Dom launched Prosper Wisely, an investing service that provides customers with candid expertise, effective service, and an approach that lowers overall costs for the investor. Prosper Wisely puts the investors interest first by adhering to the fiduciary standard. Before that he was at PNC Wealth Management (now PNC Private Bank) serving as a bank officer and investment advisor

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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.

Since 1985, Ken has been helping people make informed decisions with regards to their Life Insurance, 401(K)s, and Mutual Fund investing. Whether you have $50,000 to invest, or $1,000,000, Ken has been delivering the same high quality service to everyone, no matter what the size of their nest egg. He has lived in Minnesota his entire life. He has offices

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Don is a 1982 graduate of Tulane University and has been in the insurance industry for over 35 years. In fact, his family’s varied association within the insurance industry spans five generations. Don has been married to Dorothy Benton Lagarde for 29 years and they have three daughters. Originally from Covington, Louisiana, Don and his family now reside in Fairhope,

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As a dedicated financial professional, JP Aubry is focused on helping clients work towards their retirement goals and dreams. He’s determined to deliver sound investment and insurance strategies that can help you take control of your financial future. Valuing integrity, JP’s practice is centered on putting the needs of his client’s first above all else. He understands that not only

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Developing successful strategies one client at a time. Grant Morris provides comprehensive wealth management guidance that includes insights into retirement planning and income management, asset allocation, risk management, education planning, tax minimization and retirement benefit maximization. Grant recognized an unfulfilled need for exceptional personal service combined with unbiased, professional financial strategies, tailored to each client’s unique situation. He transitioned to

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Stephen is an integral part of what makes this business so efficient. Stephen is Wesley’s son and has been with the business for three years. He is currently licensed for life insurance and Medicare, and is studying for his Series 65 Securities Law Examination. He is also the office manager and coordinator for all the classes and events that Monti

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With the rush of technology that is upon us today and the incredible amount of resources out there, how do you navigate the river of information? More than anything you need someone you can trust to give you not only accurate information but put your needs before their own.   Hello, I’m Chris Wilson and I’ve been in the financial services

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Noel Fadden, President of Independent Trust Wealth Management, is an investment advisor and fiduciary based in Plymouth, Massachusetts, specializing in retirement income planning, and asset and legacy protection. With over 25 years in finance and insurance, Noel’s passion in the industry is to help his clients solidify their financial future and create a safe retirement plan that encompasses all of

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Greg Freeman is President & CEO of TrustWealth Strategies. Greg has been focused on wealth management and financial planning for the entirety of his career. Before establishing TrustWealth, Greg spent 10 years of his career as a Partner and wealth advisor with WestPoint Financial Group where he built a successful financial planning practice and became a perennial Blue-Chip and Top

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Mark was born and raised in Bowling Green. He and his wife, Kayla, have two beautiful children named Austin and Madilyn. Mark is a Warren East graduate and former Professional Baseball Player with the Toronto Blue Jays.

I’ve spent the last 2 decades in the financial industry, focusing on wealth protection and financial retirement planning. Educating clients and making sure they understand their investment options before implementation is critical to me. Our firm operates outside of the box offering products and ideas without market risk. To serve my clients to the best of my ability I am

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Dave has been in the financial services industry since 1985. He works with clients that are approaching or already in retirement, focusing on portfolio safety, tax reduction and estate conservation strategies. We strive to reduce the overall risk in the retirement approach while maximizing the amount of income that can be accessed in retirement. Quite often that income can be

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Pat was born and raised in Chicago, a graduate of St. Rita High School. He is also an alumnus of DePaul University, where he majored in Finance. He is a also graduate of the American College in King of Prussia, PA where he earned both their Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) credentials. He has been an

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Richard Blair, founder and president of wealth solutions, is an independent financial advisor, a Certified Annuity Specialist® (CAS®), a Certified Estate and Trust Specialist® (CES®) a Certified Fund Specialist® (CFS®), a Certified Income Specialist® (CIS®), a Certified Tax Specialist® (CTS®) and a Retirement Income Certified Professional® (RICP®) with more than 25 years of experience in the financial services industry. He

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Since 1997, I have been an advisor to many families in the areas of finance and insurance. Financial education continues to be at the heart of everything I do. The right Information is important and essential in times of prosperity; however, it can be considered crucial, during challenging and difficult times. I am dedicated to staying informed so that I

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Jeffrey J. Delgado is a twenty-five-year veteran in the insurance and financial services industry. He holds his Life & Health Insurance Licenses: Series 6, 63, and 26. He currently manages a team of registered advisors/representatives in Southern California and in the greater San Francisco Bay Area. His responsibilities include training in the fundamentals of financial services and the significance of

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Keith Sprincz is a licensed Investment Advisor Representative, President and Founder of Sprincz Financial Group, LLC. He has obtained the designations of CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant). He works in a fiduciary capacity, which means he is acting in the best interest of his clients. Keith loves helping people figure out the most efficient way to

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Frank Gutta is a nationally-known and highly-respected Certified Public Accountant and Personal Financial Specialist. Frank helps his clients across the United States safely achieve financial success, reduce their taxes, invest wisely and prepare for a long, happy and prosperous retirement. With more than 35 years of experience, Frank Gutta has developed deep expertise in safe investment strategies and in how

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The hardest question to answer about your retirement is, who can I trust? Trust cannot be bought, it has to be built. Trust is built through honesty, transparency, and your advisor choosing to serve your family over selling them. In college, I was a student athlete and working in this industry. It didn’t take long for me to see the

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Mr. Gary Stevens Amaya is the President of Insights. Business, is an independent firm that provides financial, insurance, retirement planning, risk management consulting, and other services. His responsibilities at the firm include supporting clients in attaining their short- and long-term financial goals through the use of methods that take into account current economic conditions and capital markets. Gary’s deep knowledge

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Cynthia Randolph Hefney is the President and Owner of Randolph Hefney Associates. Cynthia is 1976 graduate of Wade Hampton High School in Greenville, SC and in 1980 Cynthia acquired her BS in Mechanical Engineering from University of South Carolina in Columbia, SC. Cynthia worked in Corporate America for over 25 years in Technology Sales/Consulting and Business Development for Westinghouse, Hewlett

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Scott grew up in Southern Indiana near Louisville, KY. After attending Indiana University Southeast, Scott traveled and spent many years in Arizona. In 2004, he began a career in Financial Services. With a strong testimony with family members experience with Long Term Care and retirement planning challenges, Scott felt the desire to dedicate his career to helping solve those often

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Erik is a graduate of Northern Kentucky University where he focused on Personal Financial Services. Upon graduation, Erik began is career in financial services in 2007 working in both the Insurance and Brokerage fields, and eventually becoming an Independent Investment Advisor Representative. Erik is a lifelong Northern Kentucky/Cincinnati resident and third generation of his family to serve in the industry.

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As an Investment Advisor Representative and Life/Health Agent, Susan D. Marshall, CLU®, ChFC®, provides financial strategies for retirement as well as comprehensive health and life insurance options.  Susan helps business owners and families improve their retirement plans with strategies that serve to minimize taxes and maximize security. She also specializes in helping women who find themselves suddenly single achieve financial

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Michael McFadden has more than 30 years financial experience, the last 15 of which were in the financial services industry. Michael’s mission is to serve his clients by creating a financial planning strategy that is built around their goals and expectations by providing them with investment options as well as solutions to manage the unforeseen risks that are a part

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Jonathan Malone is a native of the Pittsburgh, PA area. He relocated to Charlotte in 1999. Jonathan’s background includes 8 years in the United States Army, two bachelor degrees, and a vast background as an educator and in sales. Areas of Focus Include: Personal Life and Disability Insurance Wealth Accumulation and Tax Deferred Strategies Estate Preservation, Wealth Preservation Strategies Buy

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Scott Ringland has established himself in retirement and income planning through his comfortable interactive process with his clients.  He has helped numerous individuals and couples create low-stress retirement and income strategies.  Scott has worked as a respected advisor in the community for over 35 years and has proudly accepted his MRFC (Master Registered Financial Consultant) from the International Association of

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Blair was born and raised in Greenville, SC. He married his high school sweetheart and together they have two kids, a daughter (25), a son (14) and a one-year old grandson. He started his career in business as a restaurant owner in downtown Greenville and then a coffee shop near Greenville Tech’s University Center. Transitioning out of the restaurant business,

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Edward (Eddy) Schuh was born and raised in St. Louis, Missouri where his family instilled traditional Midwest values including working hard and treating everyone as they want to be treated. Upon completing his secondary education, Eddy joined and served in the UnitedStates Marine Corps which brought him to Southern California. It was his service in the military that gave him

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Ryan is an independent agent who holds contracts with many external financial and insurance companies. He focuses on retirement planning, income planning, and Medicare. He is partnered with many managers, CPAs, and attorneys to assist when needed. Because he is independent and holds contracts with external companies, he has access to all their tools, resources, etc. This allows him to

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Kristine brings her aloha culture to her work as a financial advisor with the intellectual discipline of an engineer and the heart of a loyal friend.  With a dual major in Industrial Engineering and Business, complicated problem sets are her specialty, but it is her rich connection with clients that she loves most about financial planning. As an avid researcher,

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Grace has over 30 years of working in the financial services industry and 17 years of working with clients one on one. She has worked in the healthcare and teacher markets and spent 12 years with the Church Pension Group serving Lay and Clergy. She’s provided hundreds of people with retirement planning support. She has been a presenter and content

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Robert Cannon, AIFA® has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement, and in doing so, Robert guides his clients through a very distinctive wealth management and investment process that is specifically designed for financially successful individuals, couples,

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Donte Pope (born August 17, 1979) is an financial professional of Wise Money Group LLC and 15 year Business Entrepreneur. After graduating college with Associates of Applied Science Business Management degree from Independence University, he decided to work as an Life & Health insurance agent.   Donte was born and raised in Baltimore, Maryland but now resides in Harford County,

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Rozanne Barone is known for her unique problem solving abilities.  She is your “go to” person to help you define, set and achieve your life’s financial objectives.   For over 30 years, Rozanne has assisted individuals, companies and organizations to achieve their financial plans within the parameters they set.  An entrepreneur herself, with several different successful companies under her belt,

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Jon D. Schlenker helps deploy strategies for individuals and families similar to those being used by top executives and the wealthy elite so that more Americans can benefit from these tax savvy opportunities permitted in the tax code. As President and Founder of Kabri Financial Group, Jon Schlenker works with clients and corporations to identify their financial security needs and then designs strategies that

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Kevin M. Spada is a Financial Advisor at Kingston Wealth Management. He received an associate’s degree from Johnson and Wales University, RI, is and holds his FINRA Series 7, 66, and Life, Accident, Health, Property & Casualty Insurance licenses. As an Associate Financial Advisor, Kevin is a key team member for both our internal team and our Kingston Wealth Management

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Dean L. Spada is Founder and Managing Director of the Kingston Wealth Management Group, LLC. Dean has been in the wealth management industry since 1999, helping businesses and individuals with their financial planning and risk management needs. His areas of experience include; income planning, legacy planning, investment management, estate planning and charitable giving strategies. Prior to starting the Kingston Wealth

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Vicki Stout is a licensed Investment Advisor Representative and works in a fiduciary capacity, which means she is acting in the best interest of her clients. She specializes in income maximization and investment advice for pre-retirees and retirees, with a concentration in advising the underserved women’s market. Vicki holds her Series 65 license and is licensed for insurance in multiple

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Howard Steven Myers (“Steve”) is a financial professional who has been in the financial services industry for over 36 years.   He is a certified National Social Security Advisor, Series 65 Registered Investment Advisor, and licensed with several insurance companies. Myers has completed all five sections required for the Certified Financial Planner (CFP) designation.  He graduated with a Bachelor of Science

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We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long

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I have 30 years experience as a Financial Advisor focused on Retirement, Estate Planning, Business Continuation, Key Person and Long-Term Care. Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you achieve your financial goals for Retirement and Estate strategies as well

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Tim has been in the financial services industry since 1982 and specializes in wealth management and comprehensive financial planning via a values-based approach helping clients identify, prioritize, and accomplish their main goals and aspirations. His motto: “Planning first – Solutions next”, serves his clients well. Tim received a Bachelor of Science with a Major in Accounting from Robert Morris University.

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Ronnie is a Financial Planner, Investment Adviser and California Licensed Insurance Agent. He facilitates adult financial education and believes a successful financial experience comes in making knowledgeable decisions. He is Principal and founder of R Squared Financial, LLC. where he offers a personalized and guided approach to planning and investment management. Ron is California Lutheran University graduate and has over

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Cathy Mendoza is the Founder of CM Financial Strategies – a financial services company with a mission of “Helping You to be the Best CEO of Your Financial Life.” She is an Investment Adviser Representative of a Tennessee-based Registered Investment Advisor, Virtue Capital Management (https://www.virtuecapitalmanagement.com), a client-centric, hands-on registered investment advisory firm with proven, specialized financial models addressing each client’s

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Voyage Partners Financial Strategies Co-founder and CEO Niles P. Geary, II is a seasoned financial professional with decades of experience in financial and insurance services. After years working in corporate finance as Chief Financial Officer (CFO) for a regional health insurance company, Niles decided to refocus his energy into personal finance as an Investment Advisory Representative for United Planners. He

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I was born, one bright day in the middle of the night, back on February 5th, 1957, in Boston, Ma. I have traveled quite extensively in my life, and have lived and traveled overseas in Italy, Germany, Switzerland, France, and mainly central Europe. My father was a self-made man of Italian descent, and his expertise was running restaurants in New

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Brooks Bernhagen, takes the time to carefully learn his clients’ needs and develops a strategy that helps them work towards their retirement income goals and health objectives. As an agent with over 15 years of experience in the financial services industry, Brooks recognizes the need for unique and personalized services for investors at the time of retirement. At this stage

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Charles Huckabee is a Financial Advisor with over 30 years experience in the Securities, Insurance and investment business and the owner and President of Huckabee Advisory Group. Charles lives and works in Winter park Florida.

I started in financial service profession in 1990 with First Union National Bank. Became fiduciary Investment Adviser (IAR) in 1996, CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner in 2011, Chartered Financial Consultant (ChFC) in 2013, Tax Planner in 2016, Accredited Investment Fiduciary® (AIF®) and Cash Balance Consultant (CBC) in 2018. I am proud to have a clean compliance record over 25+ years

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Leon has dedicated more than 25 years to serving his clients in the Insurance and Financial services field. First as an Insurance Agent, then as an Investment Banker, General Agent, Managing General Agent, and finally a Corporate Vice President. After serving more than fifteen years in the retail industry as a manager, recruiter and trainer, Teresa was diagnosed with breast

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Michael is an insurance licensed, personal adviser, coach, and Social Security and Income planning specialist. Arizona Insurance Licensed since 1996 with a background in Social Security and Income Planning, Retirement, Asset Protection, and Estate planning. Michael has helped hundreds of baby boomers and retirees with their retirement needs.

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

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A University of Florida graduate majoring in Business/Finance and a Human Resources minor, I have a unique perspective on human nature. With 10 years’ experience in Human Resources and 35 years in Finance, I combine both of my strengths to help my clients achieve their financial security in retirement. As an independent agent, I am able to seek many different

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Deb believes that there’s no such thing as perfect, so you must always strive to do better. She has been assisting individuals in managing their financial lives for more than 25 years and holds a master’s degree in Business Education from Bowling Green State University. Deb has owned a thriving tax practice for more than 35 years and incorporates that

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I am Deborah Palmer, Financial and Insurance specialist. I attended High Point University and graduated with a BA in Industrial Psychology. I furthered my education as a licensed Life and Health Insurance agent. I have been an independent agent for 35 yrs. I own and operate Wealth Management Resources Inc. in Jamestown NC. I have specialized in advising my clients

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Jeff started helping retirees and pre-retirees almost 25 years ago. Initially focusing on helping people to not run out of money in retirement, Jeff saw that taxes were one of the biggest expenses for people in retirement. Understanding the options, Jeff began working with his clients to help them take advantage of the available strategies to minimize taxes. Jeff routinely

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Aaron Brask, Ph.D., is an independent investment adviser based in West Palm Beach, Florida. His practice Aaron Brask Capital focuses on investment and planning strategies for retirement. He also serves as an adjunct professor for the University of Florida’s Masters in Finance program. His research has been highlighted on Bloomberg News, The Financial Times, Barron’s, The Wall Street Journal, AAII,

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Jacob Karmazyn started his career in the insurance industry with New York Life in 2002. While learning the insurance industry he attended and graduated from San Diego State University with a business degree in finance. Jacob knew he wanted to specialize in the senior market with specifically focusing on long-term care planning. In 2007, he joined Genworth Financial and reached

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FRANK ANDRESCAVAGE RICP, CLU. CLTC, ® IS THE OWNER OF RETIREMENT ADVISORY, A FINANCIAL FIRM SPECIALIZING IN WORKING WITH CLIENTS CLOSE TO OR IN RETIREMENT. Frank has a number of professional financial designations but the one most valuable to his financial planning practice is the Retirement Income Certified Professional designation. Frank has studied to become knowledgeable in developing retirement income

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Constantine has been in the financial services industry for over 20 years.  He holds the series 7, 63 & 65 securities licenses. Constantine shares his life with his wife Rae, daughters Caroline and Heather, along with two wonderful granddaughters Elizabeth and Victoria. Constantine & Rae live in Mechanicsville, Virginia. Caroline graduated from Clemson University, while Heather graduated from Virginia Commonwealth

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David Bales, founder of Lanier Capital Management Inc., brings more to the table than most financial advisors. David has a B.S. in Education from Georgia Southwestern University, a Master’s in Education from the University of Georgia, a J.D. from John Marshall Law School, and designations as a certified Senior Advisor and Chartered Federal Employee Benefit Consultant. The first eight years

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Mitch Moss is a lifelong resident of Burnsville. He is a very active parent to his teenage daughter. When he is not at work you can often catch him coaching his daughter’s fastpitch softball team, or enjoying the great outdoors, fishing, camping, or riding his bike. Mitch’s work philosophy- He believes everyone entering the retirement years will need a comprehensive

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Ryan O’Connor is currently an associate for sterling oak wealth management. A graduate from Quinnipiac University with a Bachelor’s in Finance & Minor in Accounting. Ryan has previously worked at Sterling Oak wealth Management throughout his college career and has developed financial knowledge by working as an intern for our company. Graduating in 2020 with dean’s list honors, Ryan hopes

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Linda has experience in the area of Financial Education for Women. In addition, her experience of protecting assets and providing Tax-Free incomes for Medical Professionals is a must in today’s volatile world. She believes in an educational advocacy relationship where there is never a subordinate position by either client or advisor. This type of relationship fosters a very efficient team effort to

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William J. Parker is the Chief Executive Officer of GrandView Asset Management, a firm which offers fee based money management headquartered in Harrisburg, Pennsylvania. The firm has been family run since 1962. William is also the Chief Executive Officer of GrandView 401k Advisors, which is an independent consulting firm that creates qualified and non-qualified retirement programs.

Gary S. Morrow is an independent registered investment advisor in San Luis Obispo, CA. He manages individual accounts through Charles Schwab and TD Ameritrade Institutional. Prior to becoming an RIA, Morrow spent 12 years on the floor of the Chicago Mercantile Exchange trading foreign currency and interest rate futures. Morrow has also spent the bulk of the last 15 years

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Cal Rutledge is an independent Investment Advisory Representative serving Florida, Missouri, New Hampshire and surrounding communities while providing financial planning and third-party asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building

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Lee McIntyre has been a licensed financial professional since 2004, working with clients to ensure their financial well-being and also training other finance professionals. His goal is to teach families how to create a guaranteed lifetime income as they grow older, using highly-rated and time-tested financial strategies. Lee’s interest in wealth preservation began at eight years old when he pulled

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My background is full-time Christian ministry. In fact, I never expected to wind up in financial services at all. 10 years ago I was on the fast track to be a pastor. My seminary experience was disenchanting, and I quickly determined that I needed to find a different career path to make a difference in the world.  A friend of mine

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Marc D. Hampton had been in the financial retirement planning and group worksite benefits since 2006. He specializes in providing strategies and guidance for those who are seeking a better lifestyle in retirement, whether you have a nest egg of five million or $50,000, he can help you make sure it works as hard and as smart as you did

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Chris is President of Serenity Wealth Management based in the St. Charles Missouri area. He has over 20 years of experience in the finance and accounting industry. After a successful career in the corporate world, Chris decided it was time for a change. He has a passion for people and a desire to work with individuals to meet their financial

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Dan Kutzkey is the Owner and President of Maxwell Financial Group, Inc. a comprehensive financial planning firm he founded in 2013. He has been a financial planner since 2005 and works with a wide variety of clients, both personal and business, finances. His firm, Maxwell Financial Group, Inc. has been a leader in the private sector since its inception and

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Dave is the Director of Investments and Financial Planning for Cornerstone, as well as Senior Vice President of First Advisors National. He has been in the financial services industry for more than twenty-five years, with a special emphasis on retirement and estate planning. Dave graduated from the College of William and Mary in Williamsburg, Virginia, with degrees in economics and

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Arnold Weiner has been active in insurance and financial planning since graduating from the University of Arizona.  He began his career with Hartford Life in their career development program and became the youngest manager for the Hartford when coming to Phoenix in 1976. In 1983, he became an independent advisor, as it became difficult to properly serve his clients with

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Denise Grace is the founder and President of Grace Financial Group, LLC, where she specializes in retirement, estate planning and wealth preservation strategies. Her priority is to educate people to understand they don’t have to accept risk in order to grow their money. Denise also offers business planning strategies, including a unique retirement plan specifically designed for business owners. Denise

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Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of retirement planning, lifetime income solutions, legacy planning, and asset- based long term care. He is an advocate for the safety and protection of his client’s hard-earned retirement money. Michael is committed to delivering outstanding professional service to his clients

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For the past 20 years, Wesley has assisted families in protecting and growing their assets. He entered the insurance industry in 1995, offering Long-Term Care insurance. Over the years, he heard many stories from his clients and their families of their finances being decimated by the 2000-2003 stock market correction. To help them protect and grow their assets safely, Wesley added

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Dexter I. Pierce, a local insurance professional. Dexter began his career in 1979 and has represented a number of national insurance and investment management firms. After 10 years of representing some of the industry’s leading companies he began his private practice and in 1989 founded Cook, Pierce Financial Management. Over the past 30 years he has helped companies with their

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With over seven years in the business of insurance and finance, James K. Ault an expert in the field. He is the President and CEO of his own company, Sooner Retirement which focuses on helping clients plan for their future and prepare for their own retirement. James K. Ault always puts his client’s needs above his own and that of

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Bob has dedicated his career to helping his clients solve their financial challenges and achieve their goals, be it developing their businesses, building and helping to protect their families’ futures, or enabling them to realize their long-awaited retirement dreams. This is accomplished by using customized, innovative plans based on safety, confidence and, above all, reassurance. Bob’s financial advisory career started

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Susan is licensed and certified in the State of Michigan as a Life and Health Insurance Counselor. She is also certified in the US Government Federal Employee Retirement System Program, and is a 6 Sigma Blackbelt, (quality methodology.) Her primary expertise is in retirement income planning. Previous to this career, she worked in various managerial positions for a Fortune 500

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Since 1982, Fraser Allport has been “ The Total Advisor ”, for his Clients, specializing in Retirement, Social Security, Health Insurance, Tax and Estate Planning. Fraser’s holistic and comprehensive approach is “ Total Money Planning ” for Individuals and Business Owners. Like a puzzle, all your financial pieces need to be integrated. Fraser “ synergizes and harmonizes ” your Finances.

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Robert W. Bruner Founder and Investment Advisor Representative … has over 30 years of experience in the investment industry, his career beginning with the Van Kampen Funds in Chicago. During this time, family and friends sought his advice on finances; and through these discussions, Bob realized that many people were being underserved by their financial advisors. Ineffective communication, unimpressive financial

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John Hennessy holds a Chartered Financial Consultant designation as well as FINRA licenses 6, 7, 24, 53, 63 and 65. After receiving his BBA in Finance from UTSA, John joined USAA’s Investment Management Company where he built his career and honed his skills in wealth management and retirement planning. Shortly after joining Intercontinental, John added an important facet to our

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Troy Sibley was born and raised in Howell, Michigan, and brings his Midwest work ethic to his business and clients. He believes that his clients deserve his very best as he helps them obtain a secure financial future. Troy studied and played soccer at Great Lakes Christian College and later joined the US Air Force stationed in Louisiana as a

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Thomas Swan, CRPS®, RICP®, NSSA®, is the President of Retirement Income Specialists, Inc. and is a full-service wealth advisor specializing in retirement income planning and retirement plan distributions. Thomas Swan holds three professional designations: Chartered Retirement Plan SpecialistSM. This designation certifies Mr. Swan has the requisite knowledge to design, implement and maintain qualified and non-qualified retirement plans such as 401K’s

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MATTHEW J. PONDER IS A CREATIVE MARKETER, FINANCIAL ADVISOR & SPEAKER. HE IS A 2ND GENERATION ENTREPRENEUR WITH HIS BACHELOR OF SCIENCE IN FASHION MARKETING & MANAGEMENT. “When I wasn’t at Nordstrom, I would go to the office. After a while, I started noticing repetitive issues and the future problems with the kind of money retirement savers held or were

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We specialize in providing strategies and guidance for those who are seeking protection throughout a lifetime, all the way into and throughout retirement. Lifetime Protection Plans may guard against the mistakes that the lack of planning might ruin, especially during your leisure years of retirement. We have helped countless individuals and couples, at all economic levels, achieve their financial and

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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

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Dick founded Paramount Financial Advisors to serve a select group of families to help them build and maintain the retirement they have worked so hard for and deserve. With 45 years of business experience with Fortune 500 corporations as well as running his own company, he has demonstrated his ability to help individuals and organizations set and achieve goals. After

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Since 1992, Allen Thomas has demonstrated excellence in providing clients with custom-tailored wealth management solutions. Allen is especially well-known for strategies focused on retirement in-come plans for individuals, estate and inheritance preservation planning, and small– to medium-sized company retirement plans.A native of Florida, Allen attended the Jones College of Automation in Jacksonville, FL and worked for several Fortune 500 companies

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Since 2011, Headsail Financial Strategies has been helping individuals achieve and maintain financial independence while navigating financial myths and realities for our clients. We are dedicated to guiding our clients through the rough waters that life can throw at us over time. Whether you are an individual or a business, we focus on your short and long-term goals as well

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Gerry A. Wiebers, LACP is a Multi Generational Advisor with 30 years of experience. Specialties include estate tax reduction, financial education, insurance and income planning. Retirement planning education lectures are taught by Mr. Wiebers for various companies, schools, county and personal groups. He has provided education events for various Multi Generational study groups and associations in Arizona. Gerry is a

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Kristen Cooper is the owner and president of Axios Capital Strategies. She is a National Social Security Advisor certificate holder and is a regional authority in Social Security claiming strategies. She has a strong background in real estate portfolio management, and tax-free retirement strategies. She graduated from the University of San Diego in 2000 with a BS in Sociology. Kristen

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Federal, Public and Private Sector Wealth Preservation Consultant Northeast Advocacy Network, Inc. Private Practice – Nationally Licensed Full-time Dates Employed Sep 1988 – Present Employment Duration 32 yrs 6 mos Location United States Educating Federal Employees, Public Sector Educators, and Everyday People throughout North America with retirement income distribution and Social Security Income maximization. My Nationally Licensed Agency is a

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Dean started his insurance career in 1983 prior to moving to the DC area where he managed a Telcom agency for a number of years. Returning to the industry in 2013, he specializes in a broad range of services from Lifetime Income Planning, Annuities, Medicare Supplements, End of Life Planning, and Estate Planning, as well as Reverse Mortgages and personalized

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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.

Jill Rolfes has been in the Financial Services arena since 1993. Jill has always been dedicated to helping people whether it was in the healthcare field as Respiratory Therapist Technician or as a Microsoft Certified Systems Engineer. Jill combines both Health Care skills and her computer experiences in the Financial Services Industry to better serve her clients. Jill is the

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As a former educator and sports performance coach, I’m passionate about helping people achieve their goals. My experience includes training, recruiting, and mentoring agents to get to the next level of their career while focusing on the integrity of the client experience. I find it rewarding knowing that when I leave a client’s home or business, they are in a

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Michael’s seasoned wealth management experience was honed by positioning his own family to capture the success of his 16-year career as a proprietary trader on and off the floor of the Chicago Mercantile Exchange. Michael specialized in developing and implementing proprietary trading strategies for trading fixed income products, with a focus on managing risk. Many years, he traded derivative contracts

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Tom graduated from the University of Illinois with a bachelor’s degree in Business Administration. He Majored in Business Management with a minor in Finance. Tom is a Certified Estate Planner (CEP) as well as a Chartered Financial Consultant (ChFC). In 1981, Tom established Shankland Financial Services. His goal has been to provide clients peace of mind by helping them establish

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Marc A. Cook, President of Cook Financial Group LLC. is a well-known financial educator in the Greater Baton Rouge and New Orleans La area. He is also the author of “Financial Security for Mature Americans” and has been honored with top awards in the asset protection planning industry. His expertise is helping families avoid common, costly financial mistakes. Marc has

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Taxes, fees and other risk factors, are big erodes of family wealth. By not adequately addressing and not permanently solving these risk factors, can later bring worry. Ken Walbridge believes that every hard-working American should enjoy a Worry Free Retirement. Ken addresses the risk factors; therefore, Ken helps savers, worry less about their money. Let Ken put together a Worry

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Dale Wolberg has been an instructor for Adult Financial Education Services since its inception. Dale is also a Retirement Income Certified Planner (RICP©) at Focused Financial Solutions. He has over 20 years of experience in financial services industries. He spent 10 years overseas working in Finland, Scotland, and England with some of the largest banks in the world. His focus

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Yelisey Kuts is the proud son of two immigrants from Ukraine. Before his second birthday, his parents afforded him the opportunity of a lifetime. His father Nikolay and his mother Nadia left the former Soviet Union and moved to the most remarkable country on earth, the United States. Yelisey is deeply grateful to his parents for teaching him the value

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As Managing Partner of OpenAir Advisers, Stewart is responsible for the execution of the company’s mission, vision and financial success. He is also charged with developing, communicating, and executing the client’s financial plan while maintaining full transparency. Stewart brings to OpenAir Advisers executive-level leadership, with a deep understanding of all aspects of the business as well as a clear vision.

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I am one of six siblings born and raised on a family owned and operated ranch in northeast New Mexico. Though rooted in my family’s ranching heritage, I am also an out-of-the box thinker. Realizing the importance of business, financial and long-range planning skills/knowledge for both my family and other multi-generational ranches and farms. Those interests took me to Albuquerque

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Objective Helping families and individuals create wealth, lower taxes, preserve assets, transition from comprehensive employer-sponsored health care to Medicare, eliminate debt efficiently, avoid probate and create a secure retirement. Qualifications Keith started his career in 1987 with the legendary entrepreneur, A.L. Williams, who turned the life insurance industry upside down. Keith became fascinated with Williams and his common sense teachings

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I have been in the financial services profession since 2002 and started my own independent financial services business FirstFruits Asset Management in 2007. My business has been built by partnering with my clients to create a personalized financial plan and then review and revise the plan as situations and/or goals change over time. My attention to detail, good listening skills,

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Rob Sarnelli has more than 30 years of experience in the financial services industry. Originally from New York, Rob graduated with a degree in finance from Fordham University in 1983. Upon graduation, he was recruited by the US Treasury department and became a bank examiner with the Comptroller Of The Currency. In 1986 Rob joined John Hancock Financial Services where

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Lori Reaves is an instructor with Adult Financial Education Services (AFES) and specializes in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement. She embarked on her career in financial services when her 93-year-old beloved Grandma Pearl expressed concerns about outliving her money. Lori soon realized that her own diligent research led

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Randi Taxin is the founder of United Retirement Advisor Group and a leading expert in helping women and families create spectacular retirements. She has worked with high net worth individuals from companies such as Merck, Boeing and Johnson & Johnson to create their ideal retirement plans. With a designation from the National Social Security Association, Randi frequently speaks on topics

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Kyle Hart graduated from York College of Pennsylvania in 2017 with a degree in Business Administration and Finance. He has over two years of industry experience and has since served as a full-time advisor since May 2017.

For 25 years, Joseph E. Roseman, Jr., has developed easy-to-understand educational materials to assist hard-working Americans to grow and preserve their wealth. Joe hosts Social Security Workshops, Required Minimum Distribution seminars, and other retirement, educational events at local libraries and colleges. Every client has different circumstances, experiences, and assets. To be a true advisor to his clients, Joe customizes every

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Doug is a certified instructor for the California Community Education Organization and Adult Financial Education Services (AFES), a nationwide non-profit organization. Doug is also the founder of Fisher Financial and utilizes his 35 years of retirement industry experience to provide planning and guidance for those seeking safe solutions to secure their retirement lifestyles. His primary focus is preserving and shielding

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Anthony has over 10 years of financial services experience in income planning, as well as life and health Insurance. He is passionate about helping his clients identify the best opportunities for their income protection and financial planning needs. After attending Thomas College in Waterville, Maine, Anthony worked at Consolidated Life Producers in Nashua, New Hampshire. He is now Vice President

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The Robert Olsen Wealth Group is a unique firm of financial professionals based in the St. Louis Metro Area. Although we have a solid foundation in the Midwest, a large and growing percentage of our clients live and work all across the United States, from Florida to California, from Texas to Minnesota and many states in between. Founded in 1990,

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Robert Bailey is a Retirement and Estate Planning Specialist who has been providing financial solutions to Southern California residents for the last 26 years. He has successfully helped individuals and business owners safely accumulate retirement assets, increase their retirement income, and protect their estates from being depleted. As a business owner himself, he is uniquely focused on creating and implementing

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Nick Bunio is an Investment Advisor Representative of Retirement Wealth Advisors, Inc. (RWA), a Registered Investment Advisor. Nick is also an associate advisor of Cardinal Wealth Group. Nick provides retirement advice, investment, and financial planning services to individuals, families, and small business owners throughout the Pennsylvania, Delaware, and New Jersey region. While Nick isn’t working, you can find him on

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Tom Ambrose is President of Ambrose Wealth Management a fee-only Financial and Retirement planning firm whose practice is based in West Chester Pa with offices in Chester and Delaware County Pennsylvania. Tom has extensive experience over his 35 years in practice providing retirement, business, investment, and tax planning advice. He has advised and guided hundreds of Executives, Retirees and Business

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Phil is an experienced, conscientious Financial Educator. With over 30 years’ experience in his field of work, Phil began focusing his efforts towards educating individuals on financial matters in the 1990’s and he has been a published author on financial matters in several National publications since then. Phil has educated and worked with thousands of families to show them how

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Daniel Blair is Sr. Partner/ Sr. Wealth Advisor at Summit Wealth Strategies, LLC, an Independent Financial Advisory and Planning firm in Denver. Daniel and the Summit Wealth Strategies team believe that financial planning is the foundation for providing independent and objective advice. Dan is dedicated to guiding his clients through the critical financial decisions that come up, as they prepare

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Joe specializes in retirement planning for current retirees, those retiring within 10 years, professionals and small business owners. Joe also does financial planning work for individuals who are going through a divorce or who have been recently divorced/widowed. Regarding his divorce clientele, Joe states, “This is a very difficult time for those going through a divorce and it is important

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Whatever generation you were born in, it’s a fact that we all will have to face uncertainty. Uncertainty in our careers, the purchase or sale of real estate, taxes, rising health care costs, aging parent’s needs, and longer life expectancy. The world has changed a great deal as I grew up. No longer do we graduate from college, get a

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Tom A. Tyo, MBA is the Managing Director of Strategic Path Financial Group, LLC. His passion for retirement planning grew organically while working as an Insurance Agent. After years of answering questions and hearing the bad advice/confusion surrounding retirement income, Tom made it his mission to change the status-quo. Strategic Path Financial Group was formed with his father George to

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With a firm belief that many commonly accepted financial approaches rarely lead to optimum results, Todd is committed to teaching people how to employ the most advantageous methods and solutions to their specific individual circumstances. Having many years of experience in high-tech engineering design and development of advanced manufacturing systems prior to transitioning to financial services in 2008, Todd brings

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Tim is the President and Founder of The Whisler Agency, a comprehensive financial services. The mission statement is “to provide retirees and soon-to-be-retirees with a greater sense of confidence about their retirement plan.” As an independent advisor and fiduciary, Tim is committed to creating solutions for the needs of clients in their best interests. He is passionate about his clients

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Today we are living in a different world than we did 20 years ago. For most of your working life, you have been saving this wealth and watching it grow. It used to be enough to focus on the interest rate and the return earned by your money. It used to be that if you spent a lifetime working and

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If not conducting a meeting, teaching a class or in flight to a speaking engagement, Tom can most likely be found in his offices in Fort Wayne, Indiana. Here you will often find him reading up on the latest tax law change, economic modeling technique, devouring the intricacies of an estate plan or skillfully determining the best strategy to create

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Sue Ann Ma, MBA, CPA and CEP, has a wealth of knowledge and experience in banking, accounting, insurance and financial services fields. She has an amicable, pleasant, and friendly personality, willing to help any customers for their financial and business needs. Following is a brief list of here credentials and experiences. Experiences: Sue Ann Ma, CPA firm, Sole Owner Vice

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Steven V. Wise MBA, IAR, Certified Financial Fiduciary (CFF) For over 23 years now the footprint of Steven Wise and later Beacon Associates has been huge in the Northwest Ohio area. Initially founded on healthcare for small business owners and the self-employed a book of over 4000 clients and families was generated. Later financial and benefit planning for Veterans and

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Steven E. Roeth started in the financial services industry as a life insurance agent for Hartford Life in 2003. As a life insurance agent, he was honored several times as a national top producer. In 2004, he began to transition from life insurance to life and annuity planning with his clients. In 2005, he opened his own business as an

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Shawn has nearly 40 years’ experience in the financial services industry. He is the Managing Director and a Sr. Wealth Advisor who has held several Sr. Leadership positions with some of the largest financial companies in America. In January 2014, Shawn founded Summit Wealth Strategies, LLC an Independent financial firm with offices located in The Forum at Cherry Creek. ..

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Scott Dietrich, IAR is the President of Asset Planning Strategies. Scott hosts the weekly “Legacy Planning” radio show addressing wealth management and preservation strategies. Scott is an Investment Advisor and President of Asset Planning Strategies. Scott graduated from George Mason University with a B.S. in Biology and has over 25 years of experience working as a Financial Advisor and Retirement

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Rodney Jarrell, CPA, CFP®, IAR is President of Lakeview Financial Solutions located in Carrollton, TX. For over 35 years, Rodney has helped clients with their financial and retirement needs. As a CERTIFIED FINANCIAL PLANNER™ professional, his major focus in his practice is working with people preparing for retirement. Rodney has continually educated people on subjects concerning Planning for College, Social

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Mr. Bute has been helping investors protect their assets and invest wisely for over 20 years. His practice focuses on helping retirees and those preparing to retire protect their principal and develop retirement strategies that has the potential to last a lifetime. Mr. Bute is a three-time recipient of the “Five Star Wealth Manager” designation (2013, 2014, 2015) and he

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Richard has been educating his clients on Retirement Planning, Health and Long Term Care plans as well as Life Insurance for over 30 years. He teaches the principals of all types of investments but believes every individual and couple has specific goals he can help uncover and meet. After graduating from the University of Michigan School of Business, he was

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Richard Staves is an experienced tax and financial planner and is currently the Managing Member of Cherry Creek Wealth Management, Inc. Richard assists high net worth clients, retirement plans and business clients in the areas of retirement planning, tax and estate planning, wealth management, employee benefits, Social Security optimization, insurance and investment portfolio management. He has 30 years of experience

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In 2005, Richard Beidl founded Impact Partners, Inc. and changed the name to Matrix Private Wealth Solutions Corp. in 2012. Matrix Private Wealth Solutions offers a uniquely holistic approach to financial planning and investing; an approach that’s proven to be very effective for people who are serious about wanting to reach their financial goals.

Paul Orlino is a Senior Wealth Advisor at Summit Wealth Strategies where he implements client goals, using holistic financial planning. His focus is helping business owners, real estate developers/owners and High Net Worth individuals reduce their tax burden while growing and sustaining their wealth. Paul has worked with and for Big Banks, Hedge Funds, and Insurance companies to find his

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Hart Financial Services, Inc. was founded by Paul Hart, a Certified Financial Planner, in 2002 after having more than eight years of industry experience with Metlife Financial Services. Hart Financial Services, Inc. has since served south central Pennsylvania with comprehensive financial planning for more than 15 years. Through our planning process, our clients obtain their maximum wealth potential while minimizing

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Paul E. Ferraresi is a Financial Planner who has captured the human side of financial planning. For over forty-five years, he has assisted individuals and corporations in all aspects of their finances. Paul is a frequent guest on Radio and TV programs on finance. He is a keynote speaker at many national conventions including the Administrative Professional Conference. Constantly in

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Oswaldo “Ozzie” Bermudez, principal owner, officially implemented Network Brokerage in 1995 as a sole proprietorship. The company later incorporated in March of 2000 after becoming more involved with the Small Business Administration and obtaining federal certification. Ozzie received his Bachelor’s degree from one of the country’s top-ranking Ivy League schools, Middlebury College, in Vermont. He earned a double major in

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Murrell Winter is a Financial Planning Specialist at The Second Half Team. In his role, he oversees his clients’ investments, assists in investment transactions, communicates with clients to discover their Retirement dreams, and helps create short-term and long-term goals in making their dreams into reality. He also plays a role in our Institutional Advisory Services. He helps business owners with

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Our mission is to build a firm on the foundations of integrity, prudence, and transparency while emphasizing the importance of true risk management. The novel idea of voicing all sides of the investing story, educating investors allowing everyone we touch to make fully informed decisions. After nearly 23 years, splitting time between the institutional side as well as private wealth

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Michael Widlake is the president and owner of Commonwealth Guardians. His focus is helping New England residents and their families achieve their financial goals and live out their retirement dreams by working together to create successful financial strategies. Michael did not start out in the financial industry. He embraced music at an early age where he learned the clarinet and

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Michael A. Saltiel is a Wealth Manager, Financial Advisor, and founder of Saltiel Wealth Management. Michael’s expertise is in financial planning and investment management. The following are related credentials and licenses listed below. B.S. Finance – University of Delaware Completion of Financial Planning Certificate Program – Bryant University Master Registered Financial Consultant (MRFC) – International Association of Registered Financial Consultants

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As a financial advisor since 1987, Michael Fry can help. Michael is principal of Steward Financial Services, a planning firm personally advising families, individuals and businesses to achieve wise stewardship of their money and investments. Michael specializes in showing clients that financial planning is about more than just the rate of return you earn on investments. He helps you clearly

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As a young entrepreneur and small business owner , priority. With that came a deeper understanding that being committed to a client’s success was also a commitment to his own growth and expertise – a philosophy Matt continues to embrace every day. Also instilled within Matt is the understanding that each client has unique needs – and that there is

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Martin Hearn is a financial planner specializing in retirement rollovers. He received his college education from the University of Mississippi. Since becoming a financial planner he has continued the education process by becoming a member of the International Association for Financial Planners in 1997. He attained the Registered Financial Consultant designation in 1998. He is licensed to sell insurance, mutual

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Mark Stimpson is President and Founder of Stimpson and Associates Inc. of Federal Way, WA. For over 30 years Mark’s mission has been the very committed and caring approach to financial education and retirement planning. Stimpson & Associates main focus is to assist both pre and post retirees with Social Security, tax mitigation, and many other retirement income solutions. Mark

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Mark Schnizer has been in the insurance and financial services profession since 1988. Mark spent 22 years with the John Hancock Financial Network. During his tenure, Mark focused on assisting clients with their long-term care planning needs and estate protection. In addition to working with individuals, Mark also works with a variety of educational institutions and small businesses. In 2011,

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Mark Marrazzo is the President and Founder of Total Resource Financial. As president, his role is to oversee all of the firm’s operations to ensure that clients receive outstanding service and proper financial guidance. Mark was born and raised in Chicago, IL. He was introduced to the financial industry by his step father as a young child. Following his dad’s

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Ken LaMantia is the founding partner and Chief Financial Officer of NewSouth Financial Group. He brings to the table a wealth of knowledge and experience from his humble beginnings as a stock broker and investment banker on Wall Street to a Million Dollar Roundtable agent with New York Life. Ken has become very proficient in exit strategies for family owned

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Larry Kallevig was born and raised on a farm in Kandiyohi, Minnesota, and brings his farm roots to his business — it’s all about hard work and doing the right thing. He graduated from Bethel University with a double major in Finance and Accounting. He furthered his education by becoming licensed in real estate and insurance. Larry is an advisor

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Kristi Hurley prides herself on her commitment to her clients. She puts their needs first, every time. She’s also dedicated to working with them over a period of many years as their needs evolve. That’s a formula that’s brought her success over her twenty-six-year-old career in the industry. She loves what she does and she enjoys getting to know her

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I have been working in the financial sector for many years as a Financial Adviser and Insurance Consultant for individuals, Broker-Dealer firms and various other corporations. I understand the Global Financial Markets and have a seasoned knowledge of the diverse investment opportunities through multiple insurance and financial structures that also include the proper use of the currency markets to assist

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As Managing Partner and Chief Executive Officer of JP Financial Group in Charlotte, North Carolina, Joyce Palmer has dedicated over two decades of her career to Helping Create Financial Legacies for Ladies. She is a staunch advocate for instilling financial confidence in women in a manner that is comfortable and compassionate to their unique needs. Joyce is well-versed in both

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Joy Nunn is the owner and founder of AMT Lifetime Financial, LLC. Joy provides retirement planning strategies for clients who desire the freedom to choose the lifestyles they can comfortably afford to lead during their golden years. Based on clients’ actual financial situations, Joy analyzes current income and assets, projects future income streams and shows clients how to grow and

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Joshua is a college graduate of the W. P. Carey School of Business at Arizona State University. He graduated with a Bachelor of Science in Finance, Minor in Economics and a Certificate in International Business. He graduated Summa Cum Laude with a 4.0GPA. While attending ASU he was a teaching assistant for the Finance Department and for the Political Science

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Joe DeMeo is president and founder of Money Bridge Wealth & Income Planning, located in Roseville, CA. Starting his firm in the 90’s, Joe saw the incredible bull market at the beginning of his career. He witnessed the dot-com bust devastate so many planned hopes and dreams and was in the front row a few years later when the credit

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Dr. Jonica Rowland has been assisting clients for 15 years with protecting their assets, planning for retirement lifestyle, and leaving a legacy. In fact, she helped some retirees and families to maintain their health and wealth during life crises. She uses her wealth of knowledge from her retirement research along with her years of experience to help her clients to

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Jonathan is the founder of Durant Financial Planning and has over 20 years of experience in the financial services industry. Jonathan began his career at American Express Financial Advisors, where he found his calling for financial planning. Then moved onto Fidelity Investments, where he rose to the highest level in the branch network, Vice President Financial Consultant in the Private

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I’m an established financial professional since 2001. I have an unwavering commitment to my clients and to their sustainable success. At LaCroix Financial Group, I continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families. As a client-centric advisor, I

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Joel Rieck is the president of Northland Financial LLC, who specializes in retirement income planning, asset management, life and health insurance, commercial insurance, and employee benefits. With backgrounds in banking, financial advisory, and operating small businesses, Joel has expertise and vast knowledge on a diverse range of subjects including finance, accounting, investing, taxes, and risk management. Before launching into financial

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Joel Barjenbruch CFP, RICP, CLU, CFEd is a comprehensive financial planner, owning and operating JS Financial, Inc. with offices in Lincoln & Omaha. Joel and his firm specialize in full scale retirement planning & risk management from a fiduciary perspective, serving the needs of individuals, business owners, and their families. Our mission is to preserve, protect and grow the wealth

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Jim Geitgey is a well-known financial advisor in Springfield, Ohio. He has been assisting numerous families and individuals to protect their assets and invest wisely since 1977. Jim serves a broad sector of individuals including educators, business individuals, and public sector employees. He has developed a specialty in working with retirees and those about to retire who want to protect

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With over 15 years in the insurance industry, Jessica understands that compassionate and ethical client service is a priority. As an instructor for AFES, she enjoys educating individuals and their families on the importance of designing a diverse, conservative financial plan based on their individual needs and wants. An advocate of financial literacy at all ages, Jessica feels the AFES

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Jesse Andrews believes that the wealth planning industry is falling short in providing clients practical information and support to reach their objectives. Many wealth planners follow a formulaic approach and are not committed to learning about the indivdual needs of their clients. Jesse seeks to fill this gap with Wisepath Financial Group. Jesse has worked in the financial services industry

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Jeffrey Florence was raised in Warren County, attended Miami University, and has lived in Loveland for the past 29 years. Jeff specializes in insured, protected, and safe investing, creating lifetime income streams that cannot be outlived, and protecting assets from long term care costs. He earned an MBA from Miami in 1987, CLU (Chartered Life Underwriter) in 1990, and a

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Prestige Financial Advisors is an elite provider of retirement, investment and insurance services to thousands of California families and businesses with roots beginning in 1996. Our founder, Jeff McCarty’s main philosophy is to provide complete solutions helping our clients in every aspect of their financial lives. We offer an entire spectrum of financial products and services, comprehensive and personalized to

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Jeff holds a business management degree from Minnesota School of Business and is Life and Health Insurance licensed in Minnesota and Illinois. He has been a Retirement Planning Strategist for many years and has over 30 years combined experience as a business account executive and personal procurement specialist. Jeff is a true “people person” who knows the importance of being

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I have had a passion for personal financial planning since college and have been involved in the profession since moving to San Diego from Michigan in 1998. I have been the Endorsed Local Provider (ELP) & SmartVestor Pro for Investment Planning and Long-Term Care insurance for the Dave Ramsey Show in San Diego since 2004. I achieved my CFP® (Certified

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Mr. Unschuld has been involved in the financial services industry for 30 years. After receiving his JD from Emory University, he began his career with Pacific Mutual Life Insurance Company. After joining BLU Benefits Group in 1989, he earned the Certified Employee Benefit Specialist designation from Wharton School of Business. In 1995, he was named President of BLU, and remained

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Capital Resource Group was founded by Houston Harrison, who for more than 25 years has ensured that his clients’ individual roads to financial independence are clear and that the personal goals of those clients are met. Capital Resource Group (CRG) has developed and refined the proprietary DASH FORMula, allowing Houston to take all the pieces of a client’s individual financial

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I am a long-time resident of Palm Harbor having transplanted here some 30 plus years ago from my hometown Chicago, Illinois. My business has grown on one simple principle, satisfy my client’s needs. Our proprietary method is designed to help clients understand their individual circumstances, assess their needs today and implement a retirement plan that is flexible enough to grow

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Glen Oaks began his career in the insurance and financial services field in 1981, and founded Financial Security Management Agency Inc. five years later. He obtained his fellow designation from the Life Underwriters Training Counsel (LUTC,) and is a member of the National Association of Insurance and Financial Advisors (NAIFA.) In 2010, Glen joined the Wealth and Wisdom Institute, which

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After working his way through the USC Graduate School of Business, George began his financial career as a commercial banker and then moved into corporate finance as the Investor Relations Director for a Fortune 1000 company. In this capacity, he managed the company’s communications with Wall Street and met with security analysts and shareholder representatives on a regular basis. As

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Gary is a Texas native and is a well-known Investment Advisor Representative and has conducted numerous educational and light-hearted seminars for fraternal organizations, senior groups, church groups and public workshops in the Kingwood/Houston area for over 20 years. He is a Division Manager/OSJ with NEXT Financial Group, Inc. based in Houston, Texas. Gary specializes in income planning for his retirement

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Fritz Engels is the President of the Engels Financial Group of Kennesaw, GA. Fritz has more than 30 years of experience in the financial services industry and uses his expertise to educate his clients through detailed financial analysis and strategies. He is a licensed financial professional and has B.S. degrees from both LSU & KSU. His educational background allows him

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Eric specializes in retirement income planning for individuals in and near retirement. He is the author of two books, The College Funding Blueprint (2016) and Bull Goggles (2017). Eric has been featured on several publications like CNBC, Investopedia, and the Simple Dollar. Eric loves spending time in the outdoors doing anything active. He currently lives in Rhinelander, WI with his

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Ed Moore, President of Mountain Financial Capital, assists families/businesses in recognizing what is of utmost importance to them, guides them to create intelligent financial solutions, and advocates for their families/businesses for generations to come. Ed started his career with two Fortune 100 companies; Morgan Stanley Dean Witter and New England Financial, specializing in investment risk management, business succession planning, estate

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We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long