12
Apr

Tom Swan

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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8
Apr

Matthew J. Ponder

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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5
Apr

Ronald Bender

Ron has been helping his clients and their families plan for retirement since 1997. Visiting his Aunt Martha in her nursing home as a child sparked a desire to learn how he could help others prepare for the latter half of their life. He is passionate about helping others through education and believes it’s never too early or late to

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26
Mar

Robert Freitas

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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22
Mar

Richard Lange

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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12
Mar

Allen Thomas

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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8
Mar

Blair Erwin

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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26
Feb

Gerald A Wiebers

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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24
Feb

Kristen Cooper, NSSA®

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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16
Feb

Phillip DeFranco

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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9
Feb

Dean Gray

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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4
Feb

Doug McKay

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.

22
Jan

Jill Rolfes

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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8
Jan

Joshua Hyde

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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30
Dec

Mike Lemaich

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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30
Dec

Tom Shankland

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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21
Dec

Marc Cook

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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21
Dec

Ken Walbridge

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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21
Dec

Dale Wolberg, RICP©, NSSA®

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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21
Dec

Yelisey Kuts

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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21
Dec

Travis Jensen

Travis is a Managing Partner at Sun City Financial, LLC: Insurance and Investments. Before joining Sun City Financial, Travis worked in the construction management industry. His drive to be the best at everything he does quickly transferred into the insurance and finance industry. Within the first year that Travis switched careers, he became the top health insurance agent for every

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21
Dec

Stewart Fields

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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21
Dec

Kimberly Barmann

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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21
Dec

Keith J Ponthieux

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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21
Dec

Dennis Szymanski

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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21
Dec

Rob Sarnelli

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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17
Dec

Lori Reaves

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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17
Dec

Randi Taxin

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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17
Dec

Kyle Hart

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.

17
Dec

Joseph E. Roseman Jr

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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17
Dec

Doug Fisher

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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17
Dec

Anthony Licciardi

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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16
Dec

Robert S. Olsen

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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16
Dec

Robert Bailey

Robert Bailey is a Retirement and Estate Planning Specialist who has been providing financial solutions to Southern California residents for the last 24 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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16
Dec

Nicholas Bunio

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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16
Dec

Tom Ambrose

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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16
Dec

Phil Goldstein

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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16
Dec

Dan Blair

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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16
Dec

Joseph Okros

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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16
Dec

Tom Smith

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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16
Dec

Tom A. Tyo, NSSA®

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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16
Dec

Todd Juvonen

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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16
Dec

Tim Whisler, CRPC®, CLTC®

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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16
Dec

Thomas Rogers

Over the 20+ years as a financial planner, Tom Rogers has led thousands of people toward optimizing their financial lifestyle. There is more financial information available today than ever before, and Tom has seen this information wrongly applied too many times, causing devastating effects. This fuels his passion for helping and educating pre and post retirees on how to properly

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16
Dec

Thomas Diem

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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16
Dec

Sue Ann Ma

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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16
Dec

Steven Wise

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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16
Dec

Steven Roeth, ChFC®, NSSA®

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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16
Dec

Shawn O’Keefe

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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16
Dec

Scott R. Davis

16
Dec

Scott Dietrich

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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16
Dec

Rodney Jarrell

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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16
Dec

Ruth D Goldstein

Ruth Goldstein, Managing Partner of Mainstreet Financial Group LLC in Atlanta, is a 14-year veteran of the financial and insurance services industry. She offers Investment advisory services through Planners Alliance, LLC, a SEC registered investment adviser. She specializes in income and financial planning for individuals and small businesses. As a specialty, Ruth is a Federal Employee Benefits Consultant and a

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16
Dec

Robert L. Bute

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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16
Dec

Rick Kluchin

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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16
Dec

Richard Staves

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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16
Dec

Richard Beidl

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.

16
Dec

Paul Orlino, CFP

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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16
Dec

Paul Hart

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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16
Dec

Paul Ferraresi

AUL 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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16
Dec

Oswaldo Bermudez

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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16
Dec

Murrell Winter

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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16
Dec

Mitchel Krause

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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16
Dec

Michael Widlake

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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16
Dec

Michael Saltiel

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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16
Dec

Michael Fry

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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16
Dec

Michael Bodanza

Michael A. Bodanza is a graduate of The Ohio State University, with a degree in finance and marketing. Michael has been in the financial services industry for more than twenty years. Michael entered the financial services industry in 1989 working for a large insurance company where he received numerous awards and exceeded the company’s goals in sales and customer service.

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16
Dec

Matthew Jehn

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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16
Dec

Martin Hearn

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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16
Dec

Mark Stimpson

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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16
Dec

Mark Schnizer

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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16
Dec

Mark Marrazzo

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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16
Dec

Kenneth LaMantia

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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16
Dec

Marci Hodge

16
Dec

Lynne Powers

Lynne Powers is the founder of netWorthPartners which specializes in the protection, savings, and growth for area businesses and individuals in Northeastern Ohio. Lynne has significant experience in training, financial analysis, and project management. Lynne has more than 20 years of experience as a performance strategist and teaching consultant. She is a certified Project Management Professional and a Kent State

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16
Dec

Larry Kallevig

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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16
Dec

Kristi Hurley

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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16
Dec

Ken Prevett

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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16
Dec

Joyce Palmer

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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16
Dec

Joy Nunn

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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16
Dec

Joshua Kehm

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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16
Dec

Joseph DeMeo

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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16
Dec

Jonica Rowland, DBA, MBA

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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16
Dec

Jonathan Durant

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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16
Dec

John LaCroix

I’m an established financial professional with more than 9 years of financial advisory experience. 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

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16
Dec

Joel Rieck

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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16
Dec

Joel Barjenbruch

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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16
Dec

Jim Geitgey

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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16
Dec

Jessica Waterhouse

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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16
Dec

Jesse Andrews

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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16
Dec

Jeffrey Florence

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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16
Dec

Jeff McCarty

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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16
Dec

Jeff Frick

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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16
Dec

Jeff Boyd

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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16
Dec

Hunter Unschuld

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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16
Dec

Houston R. Harrison

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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16
Dec

Hilary Zaragoza

I am a long-time resident of Palm Harbor having transplanted here some 30 plus years ago from my home town Chicago, Illinois. My business has grown on one simple principle, satisfy my client’s needs. My method is designed to help clients assess and understand their individual circumstances. Clients welcome my straight forward approach and find my qualifications extremely valuable before

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16
Dec

Glen Oaks

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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16
Dec

George Tyo

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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16
Dec

Gary R. Alden

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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16
Dec

Fritz Engels

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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16
Dec

Eric Sajdak

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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16
Dec

Edward Moore

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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16
Dec

Dedrick L. Adell

Dedrick L. Adell is the President and CEO of Holistic Retirement Advisors located in Allen, Texas. Dedrick founded the Holistic Retirement Advisors on providing Strategic, Comprehensive and Holistic retirement strategies. He has also attained a bachelor’s degree in Management and Finance at Park University in Parkville Missouri as well as a Bachelor’s of Divinity with emphasis on Pastoral Leadership, from

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16
Dec

David Seitzer

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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16
Dec

David K. Locy

David K. Locy is an instructor in Northeast Florida for Adult Financial Education Services. He has owned and operated Senior Benefits since 2007, serving clients throughout the United States. He has been a licensed insurance agent since 1975, and first became a NASD licensed broker in 1976. He has passed the exams for Series 6, 7, 63, and 65. In

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16
Dec

Dave Schmitz

David Schmitz has assisted clients in protecting their assets since 1982. David is dedicated to providing exceptional customer services and strives to use his knowledge and experience to help clients meet their financial objectives. After a number of years in insurance, David decided to broaden his horizons by passing his Series 65 exam and becoming an investment adviser representative with

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16
Dec

Dan Weisenbach

Dan is the Central Indiana area instructor for adult education courses offered under The ABC´s of Retirement Planning. These courses are developed for people age 50 and older who want to better understand Wall Street and financial planning. Dan has more than 30 years of financial education experience focused on the unique needs of individuals and couples who are retired

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16
Dec

Corbin Lindsey

CORBIN HAS A PASSION FOR HELPING OTHERS, AND RETIREMENT PLANNING IS A FULFILLMENT OF THIS PASSION. BY WORKING DILIGENTLY AND METHODICALLY WITH HIS CLIENTS, CORBIN DEVELOPS SOLUTIONS TO HELP HIS CLIENTS GAIN PEACE-OF MIND, KNOWING THEIR FINANCIAL FUTURE IS SUSTAINABLE. HE BELIEVES THAT GOALS ARE THE MOST IMPORTANT REQUIREMENT IN A RETIREE’S FINANCIAL PORTFOLIO AND HE WORKS DAILY TO FIND

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16
Dec

Claire Gahagan

Claire believes in educating her clients and assisting them in making choices based on their unique situation. She enjoys working with individuals and businesses in addressing their retirement concerns and reaching their long-term goals. Claire is a partner in Gahagan and Harkins, LLC.

16
Dec

Chuck Omphalius

A family man with deep roots in his community, Chuck enjoys playing soccer, traveling with his wife Kim and hanging with his dog, Rascal. He is a father of 3 and has 3 grandchildren. His professional career brings him a great deal of experience. Seven years in corporate America with ABC/Disney and CBS/Viacom executing advertising campaigns on Radio & Cable

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16
Dec

Chuck Dinise

Chuck began his Financial Services career in 1989 with the Knights of Columbus, where he achieved the highest honor bestowed on their Field Agents; the Supreme Knight’s Club. After 15 years of dedicated service and a desire to move his business closer to home, Chuck began to move towards becoming a fully independent Financial Services Professional. In 2009 he achieved

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16
Dec

Christian Giannotti

Christian Giannotti has over 15 years of experience helping clients with all financial matters. He has his Masters in Business Administration and Information Systems from Benedictine University. Christian has appeared on multiple radio and television shows to discuss financial matters. You can listen to Christian every Monday through Friday morning on “Your Money – You Life” at 9:00am on WRLL

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16
Dec

Chad Rose

Chad is a seasoned Investment Representative and Financial Planner, and Head of Investment Management at LA Capital Wealth Management a Lincoln Wealth Company. Chad is also head of Financial Education in DFW for MyFitFinancial, working under AFES (a 501(c)3 non-profit) educating retirees and those close to retirement in a series of weekly Classes normally held at the University of Texas-

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16
Dec

Carl Horne

As a musician, my best moments have been at live events when the music touches someone so deeply it takes on a life of its own. It becomes a connection, a relationship, a comfort. My mission is to help individuals, families and small businesses make informed decisions about insurance that can help protect their health and financial well-being. It takes

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16
Dec

Cameron Bernadsky

With extensive industry knowledge mixed with years of experience in the corporate sector, Cameron brings a fresh teaching approach to the complicated subject of Retirement Planning. His simple approach takes complicated topics and makes them easy to understand. Cameron earned a bachelor’s degree from Oral Roberts University and an MBA from Oklahoma State University. Cameron’s experience as the COO (Chief

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16
Dec

Bryon K. Spicer

As the Founder of Seniors Financial Services and Spicer Wealth Management, Bryon K. Spicer has dedicated over four decades of his life to educating and assisting retirees and pre-retirees with Protecting and Preserving “Peace of Mind” An advocate for comprehensive financial and retirement planning, Bryon’s planning goal is that all components of a client’s financial affaires work in collaboration to

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16
Dec

Bryan Rich

Bryan graduated from Liberty University with a bachelor’s degree in Business Finance in 1992 and went immediately into retirement planning. In 2005 he assisted other Roanoke Valley professionals in developing Secure Financial Group, Inc. Since its founding, Bryan became the face of Secure Financial after speaking to hundreds of “50 and Uppers” throughout the Roanoke area in educational workshops. Now,

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16
Dec

Bryan McCloskey

Bryan McCloskey has been working for over a decade to help clients Build Wealth Strategically and Re-Write their approach to Retirement and Investing. He is an Investment Advisor, manages a Life Settlement Investment Fund, has his life insurance license in multiple states, has received a retirement coaching designation CASL® from the American College in Bryn Mawr, Pennsylvania, and is a

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16
Dec

Brian Teets

Brian Teets has always been passionate about helping others. In every business or social undertaking, he considers helping others to be his primary profession and responsibility. For over 25 years – whether in a management position, instructing students in personal finance and accounting, or as a financial advisor – he has helped people of all ages and backgrounds better themselves

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16
Dec

Brian Schmitz

Brian Schmitz has been in the financial planning and investment management business since 1995 when after graduation from Taylor University he was recruited by Merrill Lynch. While at Merrill Lynch, Brian and a senior advisor managed $480 million in client assets and routinely ranked in the Top 10 of all Merrill Lynch advisory groups out of nearly 20,000 advisors. Brian

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16
Dec

Brian O’Connor

Brian O’Connor is the President and Chief Investment Officer of Sterling Oak Advisors. He has held this role since the successful launch of Sterling Oak Asset Management, Sterling Oak Partners and Sterling Oak Advisors in 2007. Brian began his career in 1986 as an Investment Advisor for the Investment Banking firm Lehman Brothers in Boston. In 1987 was named the

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16
Dec

Brian DeBruin

A graduate of North Carolina State University, Brian began his financial services career in 1996 with LTC Global, a national insurance agency specializing in long-term care solutions. Seeking to expand his practice, he acquired his securities license and began a role as a regional manager within a Guardian insurance agency in 2003. He spent the next decade at Guardian, furthering

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16
Dec

Brad Baker

Brad Baker is a certified instructor for Adult Financial Education Services (AFES), a nationwide not-for-profit organization serving northern California. Brad is distinguished by his genuine approach, thoughtful planning and transparency. Brad is also a licensed fiduciary wealth advisor with Orchard Wealth Advisors under Compass Financial, LLC and a licensed Life and Health Insurance Agent, specializing in social security maximization, wealth

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16
Dec

Benjamin C. Olson

Ben Olson began his career in the financial industry in 2002. With the heart of a teacher and educator, he has guided and advised families through some of the most complex and important financial decisions of their lives. Ben is a licensed fiduciary wealth advisor with Guardian Wealth Strategies, a leading independent financial planning firm in Minneapolis, MN. Ben and

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16
Dec

Ben Smith

Ben is a self-proclaimed nerd. It’s a gift and curse that he embraces, and he surrounds himself with the right people to balance out his quirks. His wife and daughter are the most important people to him. His faith and profession are also top passions and priorities. In his 19 years of investing and professional experience, he’s realized that people

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16
Dec

Erick Arnett

Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom. Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country.

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16
Dec

Amy M. Sheesley

As co-founder of Saltiel Wealth Management Amy M. Sheesley is focused on fulfilling our mission to inspire intelligent tweaks to cause, freedom, confidence and prosperity for You! Making a positive impact in the quality of the lives of the people she serves is WHY Amy helps people make wise choices with their money. Over the last 15 years Amy has

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16
Dec

Anthony Hellenbrand

Tony Hellenbrand has been managing wealth for individuals and institutions since 2007. Tony appeared on CNBC’s Squawk on the Street in the financial crisis in the fall of 2008, and has authored 2 books about investing: Conversations that Count (2015) and Bull Goggles (2017). Tony and his wife Kristin live in De Pere, Wisconsin. They are both avid Badger and

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16
Dec

Anthony Christensen

Tony entered the financial industry in early 2009 and he loves it. His particular focus has been working with those who feel overwhelmed with the thought of transitioning into retirement. He puts specific attention on continuing education and obtained his Chartered Financial Consultant® (ChFC®) from the American College. While attending Dixie State University, Tony graduated magna Cum Laude with a

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16
Dec

Annetta Carter

Annetta began her career in the Insurance industry in 1990. She spent the first 10 years of her career with Metropolitan Life Insurance Company providing her community with A+ insurance products. She furthered her knowledge and expertise by joining MetLife Securities as a Licensed Securities Agent. The next 10 years Annetta worked with Prudential and Pruco Securities, as she continued

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16
Dec

August H. Velten

August H. Velten, CLU, LUTCF, CLTC, is an instructor for Adult Financial Education Services (AFES). He also is the President of August H. Velten CLU & Associates, Inc., a financial services company. Augie has a B.A. in business from L.I.U. New York. In addition to being an AFES instructor, he has also been an instructor for The Life Underwriters Training

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9
Dec

Allison Brown

Allison J. Brown is a Certified Public Accountant and has a Master’s in Business Administration from the University of Chicago.   Allison is the owner of TPC Wealth Management LLC.   TPC Wealth Management specializes in estate and retirement planning, and as such helps transition a client from wealth accumulation to wealth preservation and income planning during retirement. As a CPA, Allison

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