Monty Wilson Sr. is the founder and owner of Secure Financial and has been providing financial services for over 20 years. Monty is a graduate of Tennessee State University in Nashville, TN where he was a star basketball player and named Freshman Of The Year. ​ Monty is listed as one of Tennessee State’s basketball legends. He went on to play international professional basketball for over 12 years. Monty is passionate about financial literacy and specializes in tax-free retirement, planning for lifetime income, safe growth, zero market risk, life insurance, social security, and credit building. Secure Financial is a company that provides investment management, planning, and advisory services to individuals and institutions to help them achieve their retirement goals.

Mark Nolan is a distinguished National Social Security and Safe Money Retirement Advisor at Epic Integrity Group, where he is dedicated to helping families secure a lifetime of financial stability in retirement. With a deep understanding of the complexities involved in planning for the future, Mark excels in guiding clients through the nuances of retirement income strategies to ensure their hard-earned assets are effectively preserved and managed. Mark brings over 20 years of financial services experience, having spent significant time in Residential and Commercial Lending. His career in finance has been marked by his exceptional problem-solving skills, particularly in helping clients navigate the intricate real estate landscape. His expertise is further enhanced by his background in Southern California real estate investing, where he developed a keen insight into wealth preservation. As a committed advisor, Mark leverages his extensive experience to offer tailored solutions that align with his clients' unique needs and goals. His focus is not only on securing financial outcomes but also on providing peace of mind through strategic planning and personalized strategies. Outside of his professional achievements, Mark has been happily married to Sheri for over 30 years. Together, they share a successful partnership in both their personal and professional lives. Mark is especially proud of his three sons, all of whom have excelled academically and athletically, earning college degrees and achieving notable successes.

Sheri Nolan brings a wealth of experience and expertise to her role as a National Social Security & Safe Money Retirement Advisor at Epic Integrity Group. With a diverse background in financial services, coupled with a successful career as an Account Executive in Conservative News Talk radio, Sheri has developed exceptional skills in client relations, strategic communication, and personalized financial planning. Sheri is particularly passionate about guiding families through the complexities of retirement planning. Her goal is to help preserve and grow wealth, ensuring long-term financial security for her clients. She has a specialized focus on assisting seniors with navigating the often-complicated transition to Social Security, providing clarity and expert advice during this crucial phase of retirement. Sheri's educational foundation was established at California State University Fullerton, where she majored in Finance, laying a strong foundation for her career in financial planning. In 2015, she secured her first license in Property and Casualty Insurance, and soon after, added licenses in Life, Accident, and Health, which further solidified her qualifications as a trusted financial professional. Beyond her professional life, Sheri is deeply connected to her community in Temecula Valley, where she and her husband Mark have resided since 2003. Married for over 30 years, they raised three active sons and are now proud grandparents to a beautiful granddaughter. In her free time, Sheri enjoys working in her yard, taking long walks with her dogs, preparing meals with her husband, spending quality time with her family and playing pickleball—a newfound passion that keeps her active and engaged.

Michael Momeno entered his financial services career over 25 years ago with American Express Financial Advisors in St. Louis County. In 2000, he enjoyed early career success, achieving honors and awards associated with his status as a top 100 new advisor in the country. Michael moved into a regional leadership role with American Express Financial Advisors in early 2001 where he mentored and trained incoming advisors. In 2014, he joined Money Concepts in St. Peters, MO. Michael broadened his planning services to include educating federal employees about the complexities of their federal government benefits. This specialization led to instructing large groups of federal employees regarding their federal retirement benefits. He is passionate about presenting, speaking, and educating. Today, he continues to provide educational seminars and training to federal government agencies in multiple states across the country. Michael serves on the St. Charles Community College Foundation Board and on the St. Charles YMCA Board as former board president and the chair of the annual golf tournament. Michael is from St. Charles, Missouri, has two young adult children and has been married more than 25 years to his wife Valerie. He loves spending time outdoors, camping, golfing, and biking.

Carol began her career in 1990 with Aetna Life insurance & Annuity Company. During her 11-year tenure as an administrator in the Personal Financial Security Division (PFSD), she was instrumental in the development of their variable annuity. Her knowledge and background in finance brought her to the decision to develop direct marketing relationships with not only plan sponsors but direct financial planning.
In 2001 Carol met her long-time desire and Whelan & Associates was established. She joined ING Financial Partners as an investment advisor/financial planner, there she designed and put in place formalized pension plans, 403(b) tax deferred annuity plans, 457 Deferred Compensations plans along with custom individualized financial plans. Mutual funds, college funds and life insurance are provided.
Carol enjoys the intellectual challenge of working with clients in planning their financial future. She runs a dedicated business with a focus on individual needs and goals. She firmly believes that each client is cast in their own individual design. No plan is good without vigilant contact to enable life changes to be addressed.
Carol has now joined Broker-Dealer Cambridge Investment Research, Inc. This has further enhanced her platform to offer financial services at the level she respects. Her knowledge in the rollover market, changing financial situations be it married, single or divorced lifestyle changes. With her office located in Farmington, CT she enjoys giving back to her community. She speaks frequently on request of educational clients to their classrooms on money management and good financial lifestyles. She counsels seniors who otherwise have limited ability to receive professional services. She is an active Rotarian and gives her time to The Right To Read Program. Biking, hiking, canoeing, playing at golf are on her plate, Travel for annual reviews takes her to California, Texas and Florida.

Carol offers securities services through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC and advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser (Cambridge and Whelan & Associates are separate companies)

Scott Harlan is dedicated to helping his clients align their financial plans with their Christian values. Since 2013, he has gained extensive experience across the financial spectrum, from retail banking to retirement planning. This diverse background equips him to create financial plans that not only meet clients' goals but also set them up for success. Scott is guided by his belief that the Bible encourages Christians to manage their investments wisely and generate a return (Matthew 25), while also avoiding the company of the wicked (Proverbs 1). In his pursuit of integrating these values into his profession, Scott discovered Biblically Responsible Investing in 2021. He joined Inspire, where the mission is to help clients invest in inspiring, positive, and biblically-aligned companies without compromising return potential. Scott believes that your impact for the Kingdom can extend beyond your tithe. Your time, talents, tithes, and investments can all be used to glorify God (1 Corinthians 10:31).

Growing up in a family generationally involved in Sierra Leone’s diamond industry, I have always had exposure to finance & business cash flow, and I had a fascination for data, charts, and numbers. Passionate about helping individuals and families achieve financial well-being through strategic planning and informed decision-making. As a Certified Financial Planner, I bring expertise in wealth management, retirement planning, and investment strategies. As a Rising Leaders Board Member at the Children’s Cancer Center, I am dedicated to making a difference in the lives of young warriors and their families. For the past eight years, I have been working towards creating a brighter and healthier future for children battling cancer.

Hello! My name is Bobette Jones and I am a Health and Life Insurance Agent licensed to do business in the states of Utah, Massachusetts and Arizona. I am independent and contracted with all the major insurance companies available in these states.  What this means for you is that, as a broker, I work with many companies and products thereby creating the best solution to fit your individual needs. I have worked in the health care industry for 25 years; 25 as a Massage Therapist, and 15 years as an Insurance Agent working directly with clients.  I was a manager with Silver Key Benefits, where I had the opportunity to build a team of successful agents by using my knowledge of the industry.  I am now on my own as an independent retirement specialist. I understand how the insurance industry works and how to reduce your health and life insurance costs, while offering the best coverage available. I know what the various companies have to offer, and how they differ from one another. I specialize in Medicare, life insurance, long term care, and annuities. I have developed loyal clients who trust and turn to me for help with whatever their insurance needs might be. I have lived in Utah for 30 years and have an advanced degree in Business Management.  I have 2 wonderful sons, and 1 beautiful granddaughter.  If you want someone who can give you the facts so you can make an informed decision, give me a call.  There are a lot of choices out there. Allow me to help you determine the best one for you.