1
Dec

Megan Z Culver

Megan Z Culver is a CPA who understands personal finances and has a passion for doing what is right.  She knows that a positive financial outlook involves many factors that often gets ignored.  She specializes in income maximization and reducing financial risks when it is most crucial for per-retirees and retirees.  Megan is licensed for insurance in multiple states across the country.  She splits her

Read more

22
Nov

Keith Chapman

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

Read more

17
Nov

Chris Lester

As President & CEO, Chris has over 25 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 common sense approach to their financial planning. Chris holds the Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®) and Certified College Planning Specialist (CCPS®) designations

Read more

15
Nov

Karl Joern

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,

Read more

15
Nov

Vicki Joern

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

Read more

7
Nov

John Shipman

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,

Read more

3
Nov

Peter Kitzerow

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

Read more

27
Oct

Dennis Tsakiris

“Helping my clients pursue financial success is my passion.” For over 27 years, Dennis J. Tsakiris has been assisting valued clients throughout the New England region in planning for their financial futures. Dennis has extensive experience and proven integrity in Estate and Financial Planning Services. Additionally, he provides Retirement Planning, Investment Counseling, and Insurance and Business Continuation Planning services. Dennis

Read more

27
Oct

Catherine Paige

“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

Read more

24
Oct

Kimberly Causey

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

Read more

19
Oct

Michael Culver

Michael S. Culver has over 30 years’ experience as an Agent, Trainer and Wholesaler. Mike began his career with Northwestern Mutual Life Insurance Company as an Agent. Upon leaving NML, Mike worked as a wholesaler with top GAs and Agents for advanced case design and support. Mike has interacted with various Home Office departments to support Field Agents and Brokers.

Read more

19
Oct

Jason Eagle

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”

Read more

10
Oct

David Peterson

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

Read more

6
Oct

Willis Heslep

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

Read more

6
Oct

Lloyd Hebert

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

Read more

3
Oct

Brian Jass, CRPC®

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

Read more

3
Oct

Will Johnson, CRPC®

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

Read more

30
Sep

Craig Judd

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

Read more

22
Sep

Andrew Long

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

Read more

21
Sep

Jonathan Spatz

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

Read more

15
Sep

Joe Hillman

Joe Hillman is Co-Founder and COO of TrustWealth Strategies. Before establishing TrustWealth, Joe spent 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 in the country, as well as a Blue Chip Council Producer for

Read more

14
Sep

Chris Reid

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

Read more

13
Sep

Dominic Necciai

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

Read more

8
Sep

Hoyt Robey

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.

1
Sep

Ken Maahs

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

Read more

31
Aug

Don Lagarde

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,

Read more

29
Aug

JP Aubry

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

Read more

25
Aug

Grant Morris

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

Read more

23
Aug

Stephen Walters

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

Read more

22
Aug

Christopher Wilson

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

Read more

9
Aug

Noel Fadden, MBA, CRC®, RSSA

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

Read more

4
Aug

Greg Freeman

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

Read more

3
Aug

Mark Biggs

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.

21
Jul

Jason Siebert

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

Read more

21
Jul

David Sholofsky

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

Read more

18
Jul

Tim Van Houten

Tim Van Houten is the President of Van Houten & Associates, Inc.  He has over 28 years of experience helping small business owners, professionals and families plan for retirement.  He is a fiduciary and a designated National Social Security Advisor (NSSA).  He is also part of the SMART Advisor Network, which is an elite group of independent financial professions focused

Read more

15
Jul

Patrick Kaiser, CLU, ChFC

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

Read more

13
Jul

Richard Blair

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

Read more

7
Jul

Rich Rodriguez

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

Read more

7
Jul

Jeffrey Delgado

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

Read more

23
Jun

Keith Sprincz

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

Read more

22
Jun

Frank Gutta

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

Read more

21
Jun

Jeremy Johnson

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

Read more

16
Jun

Gary Amaya

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

Read more

14
Jun

Cynthia Randolph Hefney

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

Read more

8
Jun

Scott Zeller

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

Read more

7
Jun

Erik Hoffman

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.

Read more

24
May

Susan D. Marshall

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

Read more

23
May

Michael McFadden

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

Read more

23
May

Jonathan Malone

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

Read more

16
May

Scott Ringland

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 been Vice President and partner of Kapiloff Insurance for more than 30 years building on his long-term commitment to his clients and community, as well as President

Read more

16
May

Blair Erwin

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,

Read more

10
May

Edward Schuh

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

Read more

3
May

Ryan Adams

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

Read more

28
Apr

Kristine Kanno

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,

Read more

21
Apr

Grace Longo

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

Read more

20
Apr

Robert Cannon

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,

Read more

4
Apr

Daniel Dolcini

4
Apr

Donte Pope

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,

Read more

29
Mar

Rozanne Barone

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,

Read more

9
Mar

Jon Schlenker

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

Read more

1
Mar

Kevin M. Spada

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

Read more

1
Mar

Dean L. Spada

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

Read more

16
Feb

Vicki Stout

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

Read more

27
Jan

Steve Myers

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

Read more

4
Jan

Dwayne Kappell

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

Read more

28
Dec

Stan Stanek

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

Read more

15
Dec

Tim McGuire

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.

Read more

9
Dec

Ronnie J. LaBarbera

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

Read more

19
Nov

Sean Rhodes

8
Nov

Cathy Mendoza

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

Read more

3
Nov

Thomas Moran

2
Nov

Niles Geary

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

Read more

1
Nov

Gennaro Savarese

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

Read more

11
Oct

Brooks Bernhagen

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

Read more

30
Sep

Charles Huckabee

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.

23
Sep

Gary LoDuca, CFP®, ChFC, AIF®

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

Read more

23
Sep

Shane Cameron

23
Sep

Don Cameron

22
Sep

Leon Hiracheta & Teresa Ingold

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

Read more

16
Sep

Michael Eberhardt

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.

14
Sep

Camille Marie Tan, CRPC®

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

Read more

14
Sep

James J. Van Ham, CLU, ChF

25
Aug

Don Britton

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

Read more

12
Aug

TJ Hines

12
Aug

Deborah DeTray

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

Read more

10
Aug

Deborah Palmer

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

Read more

27
Jul

Jeff Heybrock

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

Read more

16
Jul

Aaron Brask

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,

Read more

15
Jul

Jacob Karmazyn

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

Read more

15
Jul

Frank Andrescavage

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

Read more

14
Jul

Constantine Burlos

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

Read more

13
Jul

David Bales

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

Read more

9
Jul

Mitch Moss

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

Read more

6
Jul

Ryan O’Connor

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

Read more

2
Jul

Linda Santana

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

Read more

2
Jul

Jeremy Bass

1
Jul

William Parker

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.

29
Jun

Gary Morrow

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

Read more

29
Jun

Calvin Rutledge

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

Read more

22
Jun

Lee McIntyre

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

Read more

21
Jun

Andrew Hathaway

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

Read more

10
Jun

Marc D. Hampton

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

Read more

10
Jun

Chris T. Cooper, CPA

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

Read more

27
May

Mario Roker

26
May

Dan Kutzkey

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

Read more

25
May

Dave Ermlick

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

Read more

25
May

Arnold Weiner

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

Read more

18
May

Denise Grace, MBA

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

Read more

17
May

Michael Clanin

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

Read more

13
May

Wesley Walters

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

Read more

11
May

Dexter I. Pierce

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

Read more

6
May

James Ault

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

Read more

6
May

Robert A. Harclerode, ChFC

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

Read more

5
May

Susan Golinske

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

Read more

4
May

Fraser Allport

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.

Read more

4
May

Robert W Burner

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

Read more

27
Apr

John Hennessy

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

Read more

19
Apr

Shawna Moore

RICP®, FSCP®, LUTCF® / Financial Advisor Shawna McKinney Moore has been involved in the insurance and financial services industry from a very early age. She worked in her parent’s insurance agency as a high school student and ran her own agency at 23. With over 20 years of experience, she has developed not only a keen understanding of industry trends

Read more

16
Apr

Troy Sibley

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

Read more

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

Read more

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

Read more

5
Apr

Ronald Bender

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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.

Read more

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

Read more

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

Read more

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,

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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,

Read more

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 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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

16
Dec

Thomas Rogers

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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. ..

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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,

Read more

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

Read more

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

Read more

16
Dec

Marci Hodge

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

16
Dec

John LaCroix

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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-

Read more

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

Read more

16
Dec

Cameron Bernadsky

With extensive industry knowledge mixed with years of experience in the corporate sector, Cameron brings a wealth of experience to the critical life event of Retirement Planning.  His simple approach takes complicated topics and makes them easy to understand. Cameron earned a Bachelor of Science degree from Oral Roberts University and a Master of Business Administration from Oklahoma State University.  Cameron’s experience

Read more

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

Read more

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

Read more

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

Read more

16
Dec

Brian Schmitz

My name is Brian Schmitz, I have been helping clients plan for their golden years since I graduated from Taylor University in 1995. While I was at Merrill Lynch I was part of a team that managed over $480 million of client’s hard-earned nest-eggs.  I remember the incredible excitement clients had as they watched their accounts grow during the “internet

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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.

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more

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

Read more