Dana Vutera is a financial professional and educator who has provided Louisiana and Texas families with comprehensive financial guidance since 1984. He helps government employees, business owners, teachers, and professionals to prepare for retirement through accumulation, retirement income, and wealth transfer strategies. Dana has also developed a specialty in teaching retirees and those who are about to retire how to avoid the most common and costly financial mistakes. A lifelong resident of Baton Rouge, Dana is a graduate of the Louisiana State University College of Business Administration with a bachelor’s degree in Management & Administration. He has used his financial acumen to benefit hundreds of families as well as the local community, serving twice as President of the Cortana Kiwanis Club and Charter President of the Kiwanis Club of the Oaks. As Kiwanis Lt. Governor, he also founded the City of Central Kiwanis Club. Dana has co-chaired the Baton Rouge Downtown Christmas Parade, and he’s a three-time past chairman of the Pelican State Friends of NRA. The Better Business Bureau also chose him to lead its inaugural C.E.O Roundtable. Dana and his wife Sheri have three grown children and one grandchild, and Sheri is a 2nd grade teacher at St. Thomas More Catholic School, their childhood alma mater. When he’s not helping people to lead more successful lives, Dana enjoys hunting and target shooting as well as restoring classic cars and trucks.

Aaron brings over 17 years of experience in financial services and leads Wealth Avenue’s Newport Beach office. While he has expertise in retirement systems like CalSTRS, CalPERS, UCRP, and FERS—often serving UC Irvine faculty and California public employees—he works with professionals across a range of industries. Aaron lives in Aliso Viejo with his wife and two sons, Outside of work, he enjoys time with his wife and two sons—most often at the baseball field, beach, or nearby hiking trails.

With a career spanning over 30 years, our founder, Douglas Gahn, immersed himself in the healthcare sector, serving as the owner and manager of his practice. Throughout this period, he grappled with financial and retirement planning matters for himself and his family. Fortunately, our founder crossed paths with an individual who provided comprehensive financial advice, addressing both his immediate and future concerns. Intrigued by these distinctive strategies, Douglas dedicated several years to studying and refining them. Now, he is delighted to extend these insights to his clients. Grounded in the ethos of his healthcare years, he remains guided by the principle of "First do no harm."

Before transitioning into her role as a financial advisor Nancy had a background in education.  She held credentials in both elementary education and mathematics. Starting her financial career in 2011, she initially focused on College Funding. Nancy continued her own education to become an NSSA (National Social Security Advisor) so she can help clients optimize their Social Security Benefits.  She takes pleasure in educating clients on how to safeguard and expand their assets throughout life’s various stages.

I am an independent licensed Broker in Health and Life Insurance. I am licensed in Ohio, West Virginia, Pennsylvania, Delaware, Tennessee, Florida, and South Carolina. I have a Masters in Healthcare Administration, a Bachelor of Arts in Psychology, and an Associate of Applied Science in Occupational Therapy. I am a Licensed Nursing Home Administrator in Ohio, and Pennsylvania, as well as a Licensed and Certified Occupational Therapy Assistant. I began my career in 1999 and worked with the elderly in various environments providing quality care, and management. I began consulting in 2013 and became a Broker in 2013. I saw a need in the Medicare market for service and education. I believe in the care continuum, and assisting the client through the care continuum. I believe that planning and making educated decisions, in the beginning, is crucial to their quality of life. I choose to be a Broker to ensure that I offer choice and work for the client in an ethical manner. An Individualized approach and choice of carrier and service is what I believe in, assessing the whole picture from a holistic approach. I feel that my strong healthcare background allows me to provide quality service, and educate the elderly about their options. In 2014, I entered into Life and Annuities as a Broker, and believe in protecting your loved ones, and their estate. The products I carry have living benefits, which allow an individual to age in place. Protecting your loved ones and your estate are two areas I feel very strongly about, and want to provide a choice of services and companies. In 2016, I entered into alternative health products to offer to clients that are not ACA Obamacare products. I saw a need for cost-effective, quality products, which are custom-built to meet the needs of the individual. In 2020 I became a Certified Senior Advisor. We are specialists in Aging. Every day more than 10,000 Americans turn 65- a trend that will continue until 2029. I have seen an increasing need for retirement planning. I believe in building a custom plan to meet their individual needs. Utilizing Indexed annuities and long term care products. This allows them to age in place, create lifetime income, defer taxes, create generational wealth, as well as protect their assets.

Stephen Bene is a wealth advisor and retirement income planning specialist at Beneficial Wealth. His mission is to educate clients on financial, retirement and tax planning strategies and provide them with sound, independent and unbiased advice. Stephen provides customized strategies to help solve his clients’ financial concerns. By analyzing financial and personal circumstances, he provides solutions to help increase their assets, reduce their taxes, and makes planning for their legacy simple. Stephen believes he has the professional, moral and ethical responsibility to be transparent with clients during every step of the financial planning process. His goal is to share his knowledge of comprehensive financial and retirement planning strategies to help individuals, families and business owners have the confidence to know they are making the right decisions and have the right long-term strategy for themselves and their family. As the son of two dedicated and passionate math teachers, Stephen learned at an early age that education is fundamental. His desire to help and his education-based approach with clients is a direct result of the values his parents taught him and encouraged throughout his upbringing. To validate his commitment to furthering his education and competency in the advice he provides, Stephen has earned multiple certifications, designations, and licenses. A frequent speaker at professional events and workshops, Stephen brings experience and simplicity to vital and complex topics impacting retirement and tax planning strategies. He continuously informs and educates adults within our communities about financial and retirement matters.

At Beneficial Wealth, Jeffrey Costello specializes in retirement income planning and wealth management, with a focus on tax optimization. For over a decade, he has been collaborating closely with clients to create holistic retirement income plans that prioritize tax efficiency and financial flexibility to enhance their wealth. He customizes investment portfolios for each client to align with their specific goals and objectives while also providing risk management solutions. As a Certified Financial Fiduciary®, Jeffrey empowers pre-retirees and retirees to transition their savings into dependable retirement income sources through a holistic financial planning approach, which enables clients to achieve their financial goals and independence without worry or concern. Jeffrey earned a bachelor’s degree in statistics and psychology from Rutgers University, where he developed a deep interest in financial education and advocacy. He channels his passion for giving back through his involvement with the American Financial Education Alliance (AFEA), a non-profit organization dedicated to promoting financial literacy. Additionally, Jeffrey devotes his time to the Big Brothers Big Sisters of America, a nationwide volunteer-supported mentoring network that supports young children. Jeffrey currently resides in Hillsborough, NJ, with his wife, Kari, and their three children, whom he cherishes spending time with. When not working, he competes in softball leagues, snowboards, golfs, and seeks out the tristate area’s best slice of pizza. Jeffrey attributes his early career accomplishments to the valuable lessons taught by his blue-collar parents, including a strong work ethic, a drive to succeed and a passion for helping others.

Jack graduated from UW-Whitewater in 2005 with a degree in Finance Planning, but his love of saving money started long before that. As a farm kid from rural Wisconsin, he grew up knowing the value of money and hard work. Jack has worked as an Investment Advisor for the past 10 years. Over the years he has successfully helped his clients understand their finances and work towards financial independence. Jack takes great pride in helping his clients make sound financial decisions, teaching them what they need to achieve their dreams. Jack is also an active volunteer coach to many of his children’s sports teams and enjoys watching his teams grow as positive members of society. Jack and his wife, Tessa, have three kids. They are active members of their church and are most happy when surrounded by their     family and friends, whether they are camping, playing games, or playing sports.

Dillon started his career by accident in 2013 when he was looking for a summer job in central Wisconsin. He jokes that, at the time, all he knew about money was how to write a check and take out a student loan. Dillon’s first clients were his parents and that opened his eyes to the need people have for financial advice. You don’t need another product; you need a purpose. Following college, Dillon spent a year working in ministry. Afterwards, he decided to pursue being an advisor. Dillon now helps clients across the country take control of their finances and position themselves to have financial impact. Outside of the office you can find Dillon reading a book, at the gym, or cheering for the Packers. He’s married to his college sweetheart, Alyssa, and they are raising 3 boys. Dillon and his wife are currently pursuing adoption to complete our family.